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CLIENT SUCCESS & OPERATIONS

From first contact to lasting trust.

A consistent client experience begins long before service delivery. At Once Upon Rehabilitation Services, Mischelle brought sales, client services, billing, clinical coordination, and administration into a shared operating rhythm across Illinois and Indiana.

ORGANIZATIONOURS ABA
ROLEDirector of Sales, Client Services & Operations
PERIOD2024

01 / THE CONTEXT

A clear purpose.
A focused responsibility.

Coordinate teams across two states while strengthening acquisition, reducing onboarding friction, and preserving a high-touch client experience.

02 / THE APPROACH

Turning priorities
into practice.

  1. 01

    Built a scalable outreach and sales funnel to connect prospective clients with services.

  2. 02

    Redesigned intake and onboarding workflows, improving the transition from prospect to active client.

  3. 03

    Created SOPs and automated benefits verification, scheduling, and authorization workflows.

  4. 04

    Managed escalations through proactive communication and structured issue resolution.

  5. 05

    Expanded credentialing and negotiated payer relationships while hiring, training, and developing teams.

03 / THE OUTCOMES

Progress with
real context.

60%client acquisition growth
40%reduction in intake time
95%client retention
$500K+new annual revenue
5 → 30+employees as the organization scaled

Outcomes reported in the supplied resume. Measurement periods are not specified in the source.

BUILDING CAPACITY

From a team of five
to a broader organization.

5 employees at the starting scale described in the resume.

Growth and client care reinforce each other when people, processes, and communication work together.

KEEP EXPLORING

A broader perspective.

02 / PNC BANK2025–Present

FINANCIAL SERVICES & COMMUNITY

Bringing financial access closer.

Connecting community partners, financial education, and banking resources across Illinois.

Illinoisterritory-wide initiative leadership
03 / M.A.KSPERIENCE2020–Present

ENTREPRENEURSHIP & PARTNERSHIPS

Turning opportunity into enterprise.

Building strategic retail relationships and creating paths for inventory into domestic and international markets.

$1.3Mapproximately in inventory moved

THE NEXT CONVERSATION

Good things begin
with a connection.

For leadership opportunities, strategic partnerships, or a conversation about creating meaningful impact.

Let’s connect

Explore the portfolio

Selected impactClient growth, operations, financial servicesOURS ABAClient success and organizational growthFinancial accessPNC community leadership in IllinoisM.A.KSPERIENCEEntrepreneurship and enterprise partnershipsCareer journeyBanking, healthcare and retail leadershipAbout MischellePerspective, strengths and educationView resumeExperience and capabilitiesStart a conversationProfessional opportunities and partnerships
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