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Monique VallierMV
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Monique Vallier

@moniquevallier

Senior healthcare coordinator and patient advocate delivering extreme-ownership client experience and operational excellence.

United States
Message

What I'm looking for

I’m looking for a senior client-experience and service-case role where I can own complex logistics and high-stakes advocacy end-to-end, drive root-cause improvements, and use HubSpot/CRM precision to deliver a true client win.

I’m a Senior Service Advocate and Operations Specialist with 13+ years managing complex logistics, high-stakes advocacy, and professional practice operations. My approach is defined by “Extreme Ownership”—taking the hardest client challenges and seeing them through to innovative, high-ROI solutions, investigating root causes to improve the overall client experience.

I lead with strategic research and hands-on coordination, from spearheading market research and ROI analysis to independently researching and coordinating specialized medical technology beta-testing. I’ve also provided executive client support, including administrative and logistical project support that facilitated the preparation and successful delivery of a TEDx Talk.

I thrive in fast-paced, detail-heavy environments where technical precision and sincere communication matter. I bring operational excellence across case management, crisis reporting, clinical documentation, onboarding, and revenue/billing coordination—supported by HubSpot/CRM workflows and a relentless focus on the client “Win.”

Experience

Work history, roles, and key accomplishments

The Concern (via The McMillan Family Trust) logoTT

Patient Advocate/Healthcare Coordinator

Jan 2020 - Apr 2026 (6 years 3 months)

Single Point of Contact: Served as the primary advocate and coordinator for a high-priority client, managing all aspects of care, logistics, and communication.

Strategic Problem Solving: Conducted independent research to identify and implement high-tech assistive technology, resulting in a significant restoration of the client's quality of life.

Calendar & Appointment Management: Meticulously ma

TC

Client Experience Lead

The Concern

Jan 2020 - Jan 2026 (6 years)

Served as the primary advocate and coordinator for a high-priority client, managing care logistics and communication as a single point of contact. Conducted independent research to identify and implement high-tech assistive technology, and managed complex calendars, appointments, and crisis reporting.

CR

Executive Client Coordinator

Capistrano Nurses Registry

Jan 2018 - Jan 2020 (2 years)

Provided high-level administrative and personal support to an economist, supporting preparation and delivery of a TEDx Talk and assisting a professional transition back to writing. Coordinated funeral arrangements, household operations, companion care, and daily logistics including vendors, appointments, and maintenance.

Capistrano Nurses Registry (George R.) logoCR

Executive Client Coordinator & Personal Advocate

Jan 2018 - Jan 2020 (2 years)

Executive Project Support: Provided high-level administrative and personal support to a renowned Economist, directly facilitating the preparation and successful delivery of a TedX Talk on How the Economy is affected by Technology Advancement.

Professional Continuity: Encouraged and managed the client’s transition back into his professional passions and book-writing post-bereavement, ensuring his

The Concern (via The Kelly Family Trust) logoTT

Customer Experience Specialist / Healthcare Service Coordinator

Jan 2018 - Jan 2019 (1 year)

Dedicated Account Management: Provided specialized, high-touch support for a client with complex mobility needs.

Service Excellence: Executed seamless logistical support for outings and medical appointments, including the management of specialized mobility equipment.

Crisis Intervention: Monitored and reported unexpected changes in physical and emotional health to maintain service standards.

Capistrano Nurses Registry (Audrey A.) logoCA

Patient Advocate / Care Coordinator

Jan 2017 - Jan 2018 (1 year)

Service Coordination: Managed all aspects of client comfort and safety, including meticulous calendar management and appointment setting.

Stakeholder Communication: Acted as the primary liaison between the client and family members, providing regular health and status updates.

CR

Senior Client Experience Lead

Capistrano Nurses Registry

Jan 2016 - Jan 2018 (2 years)

Managed daily operations and scheduling for a practicing psychologist, including confidential patient intake and administrative onboarding. Coordinated revenue and billing tasks and led research to secure a blind client’s placement in a high-tech visual aid beta-testing program, maintaining a 100% satisfaction rate over two years.

Capistrano Nurses Registry (Edith P.) logoCP

Senior Client Experience Lead & Practice Assistant

Jan 2016 - Jan 2018 (2 years)

Professional Practice Management: Managed the daily operations and professional calendar for a practicing psychologist, ensuring seamless scheduling for clinical sessions and personal commitments.

Client Intake & Onboarding: Acted as the first point of contact for new patients, handling sensitive intake inquiries and administrative onboarding with high confidentiality and empathy.

Revenue & Bill

TC

Strategic Patient Advocate

The Concern

Jan 2015 - Jan 2016 (1 year)

Led business development and market research to identify scalable, high-ROI local acquisition opportunities, supporting purchase of a thriving enterprise. Researched and facilitated approvals for specialized medical technology, coordinated with PCPs and insurance providers, and managed technical training and adaptive technology onboarding for the client and family.

The Concern (via The Sumu Family Trust) logoTT

Strategic Patient Advocate & Business Operations Assistant

Jan 2015 - Jan 2016 (1 year)

Business Development & Market Research: Spearheaded a targeted search for local acquisition opportunities; identified businesses with high scalability and ROI potential, leading to the successful purchase of a thriving local enterprise.

Complex Benefits Navigation: Researched and facilitated the end-to-end approval process for specialized medical technology (Electric Standing Wheelchair). Coordin

The Concern (via The Kelly Family Trust) logoTT

Healthcare Service Coordinator

Jan 2014 - Jan 2015 (1 year)

Specialized Recovery Support: Managed post-operative recovery care, including vital signs monitoring and clinical documentation.

Service Continuity: Earned a re-hire for this client based on prior successful service delivery and trust.

PS

Patient Advocate / CNA

Pearl Home Care Solutions

Jan 2014 - Jan 2014 (0 months)

Facilitated hip replacement recovery protocols with a focus on client mobility and safety. Monitored and documented vitals and wound care progress with attention to clinical accuracy.

Pearl Home Care Solutions logoPS

Patient Advocate / Rehab Coordinator/ CNA

Jan 2014 - Jan 2014 (0 months)

Rehabilitation Management: Facilitated hip replacement recovery protocols, prioritizing client mobility and safety.

Clinical Accuracy: Monitored and documented vitals and wound care progress with meticulous attention to detail.

Office Depot logoOD

Client Services Associate

Jan 2011 - Jan 2012 (1 year)

High-Volume Service Delivery: Resolved a diverse range of customer inquiries in a fast-paced retail environment while maintaining high satisfaction ratings.

Technical Troubleshooting: Provided expert assistance with print-on-demand services and basic technology setups for business clients.

Operational Excellence: Managed point-of-sale (POS) systems and processed financial transactions with a hig

Education

Degrees, certifications, and relevant coursework

IC

Irvine Valley College

Associate of Science - In Progress, PSYCHOLOGY

Relevant Coursework: Human Behavior, Communication Theory, and Research Methods (highly applicable to understanding client needs and patterns)

HA

HubSpot Academy

Service Hub Software (Free Course)

Proactive mastery of CRM workflows and ticket management systems

ST

Syntax Technologies

Software Development Engineer in Testing(Sdet), IT/Automation/AI

Trained for automation testing using Java (coding language), Automation Technology and AI-forward mindset with a willingness to learn new tools and systems quickly

HS

Homestead Schools

Certified Nursing Assistant (CNA), Healthcare

Demonstrates a foundation in high-stakes, regulated environments and meticulous documentation

EC

El Camino College

Phlebotomy, Healthcare

Evidence of technical precision and adherence to strict operational standards.

Irvine Valley College logoIC

Irvine Valley College

Associate of Science, Psychology

Associate of Science coursework in Psychology, including Human Behavior, Communication Theory, and Research Methods. Pursuing the degree currently.

Tech stack

Software and tools used professionally

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