Anthony Ou
Scottsdale
Summary
Customer-focused SaaS professional with 3+ years of experience driving client success, adoption, and account growth in enterprise healthcare and wellness technology. Former Account Executive at Corporate Web Services, where I worked with healthcare leaders to help maximize the well-being of their teams and colleagues with the Well-Being Index, a self-assessment tool invented by Mayo Clinic to measure and support medical professional well-being. Demonstrated success closing 15 new deals, 13 renewals, and 8 upsells in 2024, generating $447K in ARR. Skilled in building trusted relationships, leading product demos, aligning value to customer goals, and ensuring seamless onboarding, engagement, and retention.
Overview
12
12
years of professional experience
Work History
Account Executive / Senior Well-Being Index Specialist
Corporate Web Services, Inc.
04.2022 - 08.2025
- Managed enterprise healthcare and wellness accounts, partnering with Mayo Clinic, focusing on adoption, retention, and long-term client outcomes.
- Led product demonstrations, discovery calls, and strategic business reviews to align customer goals with the Well-Being Index platform.
- Closed 15 new deals, secured 13 renewals, and drove 8 upsells in 2024, contributing $447,088 in ARR across new business, renewals, and expansions.
- Built strong relationships with key stakeholders in healthcare systems, HR leaders, and wellness departments to drive engagement and product utilization.
- Negotiated contracts and renewals to support customer success while protecting revenue retention.
- Partnered with internal teams to improve onboarding, client education, and overall client satisfaction.
Business Retention Specialist
Spectrum
08.2016 - 08.2017
- Retained customers through consultative conversations, performance analysis, and solution-based recommendations.
- Provided high-level customer support via phone, email, and in-person communication.
- Met retention goals while resolving account issues quickly and professionally.
Customer Service Representative (Residential & Business)
Spectrum
11.2013 - 05.2014
- Delivered support to residential and business clients, addressing service questions and troubleshooting issues.
- Assisted customers with upgrades, account changes, and product recommendations.
- Maintained strong customer satisfaction scores and communication metrics.
Education
High School Diploma -
John Marshall High School
Rochester, MN01.2008
Skills
- Client Success & Relationship Management
- SaaS Product Expertise
- Enterprise Healthcare Accounts
- Customer Adoption & Engagement
- Account Growth (New Business, Renewals, Upsells)
- Strategic Demos & Presentations
- Contract Negotiation
- CRM & Pipeline Management
- Problem-Solving & Customer Support
- Cross-Functional Collaboration
- CRM: Salesforce, HubSpot
- Outreach Tools: Lead411
- Platforms: Zoom, Google Workspace, Microsoft Office, Slack
- SaaS Product Expertise: Mayo Clinic Well-Being Index, Leadership Impact Index
Timeline
Account Executive / Senior Well-Being Index Specialist
Corporate Web Services, Inc.
04.2022 - 08.2025
Business Retention Specialist
Spectrum
08.2016 - 08.2017
Customer Service Representative (Residential & Business)
Spectrum
11.2013 - 05.2014
High School Diploma -
John Marshall High School