
Katherine Heese
About
Katherine Heese is a manager with more than eight years of experience supporting client success, revenue growth, account management, and strategic client engagement in high-growth business environments. She brings experience building and maintaining client relationships, supporting contract renewals and expansion opportunities, and helping organizations align solutions with client goals and measurable outcomes.
Katherine’s background includes healthcare consulting, customer success, business development, CRM optimization, financial services support, and performance reporting. She has worked with healthcare clients and cross-functional teams to support scope alignment, operational efficiency, billing process improvement, MACRA/MIPS requirements, and client satisfaction. She also brings hands-on experience with CRM platforms, project management tools, EMR/EHR systems, financial analysis, KPI tracking, and sales and marketing enablement.
Experience
- Managed client relationships and served as a point of contact throughout contract lifecycles.
- Supported revenue growth through contract renewals, expansion opportunities, upselling, and strategic client engagement.
- Led CRM onboarding, training, performance analysis, and adoption support to improve client outcomes.
- Supported healthcare clients with financial services coordination, billing process improvement, performance dashboards, and operational efficiency initiatives.
- Coordinated cross-functional teams to align customized scopes of work, resolve client issues, and deliver committed outcomes.
- Supported clients with MACRA/MIPS requirements and maintained familiarity with multiple EMR/EHR systems.
Areas of Expertise
- Client Relationship Management
- Customer Success
- Business Development Support
- Strategic Client Engagement
- CRM Optimization
- KPI Tracking and Performance Reporting
- Contract Renewal and Expansion Support
- Cross-Functional Coordination
Education
Degree in Communications