Client Success Team

The savvy advisors who round out the Client Success Team play a number of critical roles for our clients – skilled teachers, trainers, and fixers, an ear to listen and a shoulder to lean on. Mastering the delicate balance of when to lead and when to push a practice along the course to change, they’re ultimately responsible for the execution of successful implementation and training plans for thousands of users throughout the United States.

Further, they bring a prowess of Meaningful Use attestations, regulatory changes and advocacy efforts, PCMH and ACO processes, and workflow improvement practices. To date, they have helped guarantee our doctors over $5 million in Meaningful Use incentives, saved them hundreds of thousands more by stepping in to save those affected by certain payer cuts or system discontinuations, and earned the ultimate show of gratitude – referrals from our doctors to others whom they believe we can help.

In short, DAS clients sleep better and succeed faster than other offices, because DAS Client Success plans and manages each relationship with an unfailing focus on making our clients’ practices more successful.

They’ve studied and completed Bachelor and Graduate programs from universities across the country, and the group includes former EHR Implementation Managers, Practice Administrators, medical billers, nursing graduates and more, who deliver years of practiced clinical, billing and business knowledge and understanding to our clients.

  • Julianne Porter

    Vice President of Client Success
  • Justin Montalto

    Director of Technology Business Solutions
  • Cara Horton

    Region Manager
  • Jonelle Suzuki

    Region Manager
  • Emily Guerrero

    Senior Account Manager
  • David Robinson

    Key Account Manager
  • Kim Connell

    Account Manager
  • Catherine Geschke

    Account Manager
  • Stacie Bostic

    Account Manager
  • Katelyn Kavanaugh

    Account Manager
  • Khala Lewis

    Account Manager
  • Alex Reinhart

    Account Manager
  • Chelsi Biskup

    Junior Account Manager
  • Claire Blumenthal

    Junior Account Manager
  • Linh Truong

    Junior Account Manager
  • Heather Benefiel

    Product Manager
  • Riley McLean

    Assistant Product Manager
  • Bridget Peterson

    Assistant Product Manager
  • Libby Schlaifer

    Marketing Coordinator


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