USHEALTH Advisors

Licensed Health Professional.

Have access to all health coverage plans both public and private. Helping individuals, families, self employed, and small businesses maximize benefits while minimizing cost. 

Have the support of US Health Advisors a UnitedHealthCare company, a community of people focused on HOPE by Helping Other People Everyday.

Licensed Health Professional

Milestone Growth Partners

Member

SureClosing

Georgia-Pacific LLC

IT Project Manager

Intern

Alpha One Media

IT Support Specialist

Advance Parking Solutions

Account Manager

PurpleBox, Inc.

Helping individuals, families, & businesses find affordable health coverage solutions

In the corporate world, we all have that 'what if?' itch. 

That daring idea of carving our own path. 

I've been there, staring at the walls of my 9-5 job, feeling the pull of something greater. 

I made my move, first to the thrills of real estate investment, got close to the 7-figure mark. But the journey didn't end there.

The shift from corporate comfort to the entrepreneurial wasn't without its fears—the biggest being the loss of health benefits.

Today, I spearhead a health insurance agency.

Helping self-employed individuals and small business owners with the confidence to embrace their entrepreneurial spirit.

We don't just find health plans; we engineer peace of mind so you can continue scaling your business and NOT have to worry about getting or providing health insurance for your business.

If you're a budding entrepreneur, solopreneur, freelancer, consultant, or small business owner seeking health insurance options, reach out. 

Let's make your entrepreneurial journey a well-insured one.

Brian Phan

EveryoneSocial

I ensure our sales and client success teams communicate value in the best and most efficient ways possible while having the best resources to do so.

Head of Enablement

Over a 14 month period I managed our 25 largest and most strategic accounts. During this time period over 50% of the accounts I worked with either upsold, signed a PUF multi-year agreement, or both. Retention rates of over 110%

Sr Client Success Manager - Enterprise Accounts

- Created a full sales enablement curriculum inclusive of knowledge around our product and how to demo successfully, our industry, ideal buyer personas, CRM management, and more. Materials were in multimedia format inclusive of videos, written content, quizzes, and presentations.
- Coached sales team members on sales presentation and provided feedback using Chorus and recording tools.
- Created a new demo flow for selling the product, inclusive of visual collateral to be used in demo
- Created full justification collateral by use-case for delivery within follow-up emails and cadences
- Implemented Highspot and onboarded sales team to create dynamic communications and to utilize data transparency for higher engagement rates with prospects.

Sales Engineering & Enablement Lead

Overseeing the creation and management of specific team breakouts for Implementation, Support, and Managed Services. 

- Implementation team responsibilities include overseeing the project management, team management and quality of customer focused delivery for advocacy program launches. The implementation team works with our clients to understand organizational goals and provide strategy and focus for attainment of those goals, generate and provide expectations for timelines, ensure that we meet the needs of the client organization, and do so in a fashion that prepares the client program(s) for long-term success.

- Support team provides a multi-functional approach for "supporting" our client programs including in-app support for platform users, the management of a knowledge base for delivery of FAQ's and best practices, as well as proactive product support for the software to provide delivery of user-engagement and retention strategies as well as designing and implementing an automated, intelligent response system for faster and more accurate delivery of answers for FAQs that come through the chat system. 

- Managed Services team serves as an extension of our clients' program management teams. These individuals are on-the-ground as it relates to the day-to-day operations of our client programs. Approving content, managing users and segmentations, diving into data to understand successes and opportunities for improvement, creating plans of action to create impactful adjustments and then putting those plans in place are some of the many areas of scope this team serves for our clients who purchase these services.

Director of Implementation, Support & Managed Services

Leading EveryoneSocial's Client Success (CS) team that includes Onboarding/Implementation, Client Success Management (CSM), and Technical Support teams. We focus on being a true partner with our clients to ensure alignment and trust exists, enabling us to proactively lead with the best strategies and on-the-ground practices for each client's use-cases and culture. "Your success is our success" is what we live by every day.

Head of Client Success

At EveryoneSocial we're taking data, turning it into knowledge, and using that knowledge to create a strategy around how to provide more value to our users as well as our internal teams. My role can be summarized into three parts:

+ One is to create an environment where both raw data and the processed "knowledge" can be captured w/in various tools we use, organized, and then made accessible in an easy-to-use format to teams within the organization. 

+ Secondly, our Marketing, Product Dev, Client Success and Sales teams need to understand what trends and information we're seeing within the data around how users are interacting with our platform, what's working well, where we can improve, etc. 

+ Finally, finding ways to create high value interactions with our users allows us to bring users back into the platform, but to do so with meaningful impact. I take the knowledge from our data to craft these interactions and do so in a way where automation, machine learning and data intelligence make them personal, customized and effective in helping our users get back into the platform and make an impact with the content they choose to share.

Sr. Manager, Data and Implementation

As the Senior CSM I was responsible for driving customer loyalty and success by supporting our clients to achieve satisfaction and measurable value from our products and services. 

Responsibilities included:
+ Overseeing the client onboarding process and goal achievement
+ Developing and helping clients implement best practices
+ Collecting feedback and helping drive the development of new product features based on client needs 

In addition to this, I also connected clients to our Product, Engineering and Marketing Divisions and to provide the executive team with an overall pulse of customer health.

Sr. Client Success Manager

Client Success Manager

Backcountry.com

Acted as a major part of the operational and process functions oversight of the Returns Team for Backcountry.com. Directly managed team of around 25 people on any given day and ensured their happiness and productivity while at work.

In 16 months the following occurred with my team:

-26% increase in process efficiency while coming in under budget as a result of implemented process updates and overall increase and stability of morale
-Implementation of "Perfect Practice" guidelines resulting in an annual Departmental Accuracy rating of 99.9% while processing an average of 3,500 items per day
-4 Overall Employee of the Month winners of 8 eligible opportunities from a collective building-wide team of over 70 employees

Operational Manager

GTS Web Design

Quickly obtained industry-relevant knowledge via on-the-fly training and learning, thus allowing me to oversee day-to-day operations, product development and project management duties of company over a 2 ½ year period.  

Quick Facts:

-Set up framework and led the design of complex ideas into elegant, intuitive product designs across multiple platforms for company’s movement to provide: mobile platforms, online stores, CMS user systems, ratings & review systems, blogs, bulk photo upload utilities, and email management tools
-Oversaw the buildout and PM duties for 52 web development projects
-Acted as client liaison and success person for over 40 accounts
-Led over 60 training seminars as part of the onboarding process for clients
-Successfully focused on client success and relations as shown by 24 of 52 contracts awarded coming from existing customers

Sr. Manager of Operations and Product

Seeing the big picture of things and understanding how various pieces of the puzzle fit together most efficiently is a huge interest of mine.  I have a key interest in data and how it effects business process development, product and project development and the management of relationships across an organization and its partners and clients. 

My most impactful professional experience has been that of wearing many hats both client-facing and internal-facing as an organization grows from a handful of employees to raising funding and expanding to a multi-tiered, mature organization. I've worked with clients, managed projects as an individual contributor and managed multi-faceted teams, worked on sales-facing projects and demoed for massive organizations, presented webinars and program launches to audiences ranging from a single executive to 5,000+ employees of a Fortune 3 company, filled out technical documentation and answered RFPs for highly regulated companies, as well as work directly with developers to solve ongoing pain points and design/consider product enhancements to solve product needs. 

If it helps sell a software, support a software or create success within client relations and/or clients' SAAS programs then I've incredible hands-on experience working with the world's largest and most impressive companies.

I'm an SME related to all things employee advocacy, social selling and sales enablement, employer branding and social recruiting.

taplio

The Battle

Brian Phan

Cameron Yates

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