Lisa Malmberg Email & Phone Number

Raleigh-Durham, North Carolina Area

Raleigh-Durham, North Carolina Area

I managed national and global projects, delivering records and data protection in compliance with industry regulations and individual client requirements. I supervised the closure of accounts, coordinating accounts payable, customer contacts, operations, and logistics.

Raleigh-Durham, North Carolina Area

I executed 4 – 6 national and global projects concurrently, delivering records management, data protection, and secure destruction in compliance with industry regulations and individual client requirements.I implemented strategy, design, deployment, and evaluation of projects, physically moving over 4M records from multiple vendors to 1 vendor and tracking system.I reviewed contracts with sales teams and clients, ensuring project compliance with contractual obligations and smooth communication and transition of business.I worked with clients to create account structures and data fields in agreement with their requirements, enabling retention policy compliance within industry regulations.I planned and hosted weekly meetings with key stakeholders, providing project milestone updates through structured reporting.I customized reporting tools, delivering status and risk reports to key stakeholders with client and project specifications.

Raleigh-Durham, North Carolina Area

I served as Customer service leader managing a national customer portfolio, supporting document management, data protection, and secure shred services. Client industries included legal, healthcare, financial, pharmaceutical, and insurance.I exercised customer service skills, facilitating open dialog between the client and the company, establishing close and trusted relationships with clients, increasing overall customer retention.I prepared for and participated in biannual client business reviews, discussing yearly spend, service performance, and current business.I researched billing disputes, posting credits or debits, meeting a reconciliation standard goal of 30 days.I organized and held calls with internal and external stakeholders, driving client project initiatives.I mentored peers and trained end users, increasing an understanding of available resources.

Raleigh-Durham, North Carolina Area

Increased client security and minimized risk by exercising company best practices for information management, including physical document storage, data protection solutions, and secure shredding services.