Lisa Day Email and Phone Number
At Jorie AI, my focus lies in nurturing client relationships and driving success in the dynamic Healthcare SaaS landscape. Leveraging over two decades of expertise in customer relations and account management, I excel in optimizing customer engagement strategies and propelling business growth through advanced automation solutions.My tenure as a trusted advisor has seen multi-million-dollar portfolio management and a 5% revenue boost within a mere six months, thanks to a commitment to strategic client partnership. As a dedicated advocate for Diversity, Equity, and Inclusion, I consistently integrate these values into my professional ethos, aiming to build an inclusive environment that fosters innovation and collective success.
Jorie Ai
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Client Success SpecialistJorie Ai Dec 2023 - PresentRemote -
Peer AdvisorGain Grow Retain Feb 2023 - Present -
Relationship ManagerRevspring Mar 2021 - Sep 2022RemoteIn a remote capacity, I managed a diverse portfolio worth $4.5M across various sectors including Accounts Receivable Management, Utilities, and Education.• Boosted revenue by 5% within the first six months through strategic client engagement and regular interaction with over 90 SMBs in the Financial Services sector• Developed comprehensive quarterly business review plans for key accounts within the first year• Collaborated with Implementation and Product Management teams to… Show more In a remote capacity, I managed a diverse portfolio worth $4.5M across various sectors including Accounts Receivable Management, Utilities, and Education.• Boosted revenue by 5% within the first six months through strategic client engagement and regular interaction with over 90 SMBs in the Financial Services sector• Developed comprehensive quarterly business review plans for key accounts within the first year• Collaborated with Implementation and Product Management teams to achieve a 10% product upsell target in the first year• Established a reputation as a trusted advisor, leading to account growth and robust business cadence across all accounts• Participated actively in industry forums and became an influential member of ACA (American Collectors Association) in 2022 to strengthen my position within the Collection Agency Sphere Show less -
Client Success ManagerScholastic Book Fairs Aug 2019 - Jul 2020New Jersey, United StatesIn this role, I was responsible for managing and growing a territory of over 500 school-based accounts across two counties in MA, focusing on literacy event production and account management.• Achieved a 15% increase in revenue by diligently implementing business plans and regional strategies• Fostered internal collaboration through pre-fair planning calls with stakeholders, driving growth • Expanded customer base by 20% YOY through strategic networking and establishing new… Show more In this role, I was responsible for managing and growing a territory of over 500 school-based accounts across two counties in MA, focusing on literacy event production and account management.• Achieved a 15% increase in revenue by diligently implementing business plans and regional strategies• Fostered internal collaboration through pre-fair planning calls with stakeholders, driving growth • Expanded customer base by 20% YOY through strategic networking and establishing new relationships, effectively attracting clients from competitors • Earned reputation as a trusted advisor leading to significant account growth and consistent business rhythm for all managed accountsRole was eliminated due to COVID-19-Summer 2020. Show less -
Healthcare Client Success ManagerHealthcare Consulting Nov 2018 - Aug 2019Established a consultancy that emphasized market and brand recognition for two service providers, Above the Standard (ATS) & Capture Net. These businesses assist diverse organizations in various industries to enhance profitability, reduce costs, and foster growth.• Pioneered branding strategies that led to new business opportunities for ATS and Capture Net, contributing to their profitability.• Identified potential clients and introduced them to relevant internal stakeholders… Show more Established a consultancy that emphasized market and brand recognition for two service providers, Above the Standard (ATS) & Capture Net. These businesses assist diverse organizations in various industries to enhance profitability, reduce costs, and foster growth.• Pioneered branding strategies that led to new business opportunities for ATS and Capture Net, contributing to their profitability.• Identified potential clients and introduced them to relevant internal stakeholders, fostering relationships crucial for business growth.• Collaborated with key business leaders across various industries, demonstrating a commitment to their success and driving equity within the organization. Show less -
Healthcare Client Success ManagerTechnomad Feb 2018 - Sep 2018RemoteIn my role as a Sr. Customer Success Manager at Technomad, I focused on generating new business opportunities and enhancing the customer experience for our existing client base in a startup technology solutions environment.• Generated 20 new hospital prospects within the post-acute space by employing proactive engagement strategies• Boosted productivity by 50% in the first month through a comprehensive overhaul of cloud-based CRM system• Secured a $150k deal within 60 days by… Show more In my role as a Sr. Customer Success Manager at Technomad, I focused on generating new business opportunities and enhancing the customer experience for our existing client base in a startup technology solutions environment.• Generated 20 new hospital prospects within the post-acute space by employing proactive engagement strategies• Boosted productivity by 50% in the first month through a comprehensive overhaul of cloud-based CRM system• Secured a $150k deal within 60 days by reigniting interest from a previously dormant prospect, leading to direct CFO negotiations and contract finalization.Skills: Client Relationship Management, Business Development, CRM Systems Management, Contract Negotiation Show less -
Healthcare Client Success ManagerNjha Healthcare Business Solutions 2016 - 2017Princeton, Nj & RemoteLed strategic sales, marketing initiatives, and account management processes within the healthcare sector, driving growth by over 50%.• Orchestrated an Inter-State outreach program engaging 50 state hospital medical records leaders, promoting diversity and inclusion in the healthcare industry.• Coordinated with internal teams to establish three out-of-state co-partnerships within six months, boosting company revenue by 12%.• Secured a significant partnership with Arizona… Show more Led strategic sales, marketing initiatives, and account management processes within the healthcare sector, driving growth by over 50%.• Orchestrated an Inter-State outreach program engaging 50 state hospital medical records leaders, promoting diversity and inclusion in the healthcare industry.• Coordinated with internal teams to establish three out-of-state co-partnerships within six months, boosting company revenue by 12%.• Secured a significant partnership with Arizona Hospital Association resulting in $250k additional revenue. Show less -
Healthcare Client Success ManagerRelayhealth 2014 - 2016New Jersey (Remote)As an Account Client Executive, I was responsible for the management and growth of hospital and health system customer accounts, serving as a trusted advisor for every aspect of the 62 clients I served.• Managed a $3.1 million client base in the first year, driving customer satisfaction and product utilization while minimizing risk and loss• Expanded and serviced a $6.5 million client base in the second year through proactive engagement and strategic recommendations that increased… Show more As an Account Client Executive, I was responsible for the management and growth of hospital and health system customer accounts, serving as a trusted advisor for every aspect of the 62 clients I served.• Managed a $3.1 million client base in the first year, driving customer satisfaction and product utilization while minimizing risk and loss• Expanded and serviced a $6.5 million client base in the second year through proactive engagement and strategic recommendations that increased product usage and knowledge• Exceeded expectations by driving client retention to 105%, revenue retention to 100%, and product expansion to 105%• Achieved maximum contracted services' utilization to 100%, resulting in a 30% higher ROI for 62 clients. Show less
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Healthcare Project Manager/Physician LiaisonSt. Mary'S General Hospital 2009 - 2014Passaic, NjCollaborated, coordinated and implemented programs and processes which facilitated open lines of communications between Hospital Administration and ancillary departmental staff, including 500+ physicians.• Strategically aligned administrative and board members’ goals for growth and development with key physician specialists to achieve growth of revenue and specialized patient services (Oncology, Cardiology, Neurology).• Collaborated with grant-writer in attaining NJHITEC $200K… Show more Collaborated, coordinated and implemented programs and processes which facilitated open lines of communications between Hospital Administration and ancillary departmental staff, including 500+ physicians.• Strategically aligned administrative and board members’ goals for growth and development with key physician specialists to achieve growth of revenue and specialized patient services (Oncology, Cardiology, Neurology).• Collaborated with grant-writer in attaining NJHITEC $200K subsidy.• Implemented hospital-wide web-based scheduling & physician portal IT systems.• Provided hospital orientation & policy/procedure information to all new hospital affiliated physicians.• Project leader for state funding of EMR. Show less -
Healthcare Senior Account ManagerCsi Financial Services & Varisol ( Now Clearbalance) 2006 - 2009RemoteDeveloped market strategies which identified business opportunities for patient financing loan programs and purchasing aged receivables.• Closed purchase of $67M in Bad debt for $1.1M, yielding 10% profit, from Faith-based NJ hospital.• Honored as one of Top 3 performing sales/regional marketing directors for 2006 and 2007.• Instrumental in driving new business in Northeast for over $2 million in company revenue generation.
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Healthcare Account ManagerMckesson 2003 - 2006Greater Atlanta AreaAcquired and nurtured 135 high-profile accounts which included resolving client issues and proposing solutions to grow business.• Instrumental in increasing cash collections from an outstanding client by $15M in Q4, 2004.• Achieved 2nd highest client retention percentage in 2004/05; honored as 2005 President’s Club Member.• Conducted quarterly on-site assessment plans with Tier 1 and Tier 2 Clients to give direction and feedback on ways to improve quality control and usage of… Show more Acquired and nurtured 135 high-profile accounts which included resolving client issues and proposing solutions to grow business.• Instrumental in increasing cash collections from an outstanding client by $15M in Q4, 2004.• Achieved 2nd highest client retention percentage in 2004/05; honored as 2005 President’s Club Member.• Conducted quarterly on-site assessment plans with Tier 1 and Tier 2 Clients to give direction and feedback on ways to improve quality control and usage of electronic billing software product lines.• Orchestrated on-line seminar training platforms. Show less
Lisa Day Education Details
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3.0 Gpa
Frequently Asked Questions about Lisa Day
What company does Lisa Day work for?
Lisa Day works for Jorie Ai
What is Lisa Day's role at the current company?
Lisa Day's current role is Client Success Specialist| DEI Advocate | Mentorship & Growth Strategist | Trusted Advisor & Partner|#ClientSuccess2024.
What schools did Lisa Day attend?
Lisa Day attended Lebanon Valley College.
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