Lisa Winters

Lisa Winters Email and Phone Number

Client Services Manager | Customer Success Manager | Implementation | Healthcare @ Fullsteam
auburn, alabama, united states
Lisa Winters's Location
Portland, Oregon, United States, United States
Lisa Winters's Contact Details

Lisa Winters personal email

n/a

Lisa Winters phone numbers

About Lisa Winters

Technology and people-centric customer success professional with 8+ years of experience building meaningful relationships in the healthcare industry in both B2B and B2C roles. I love crafting new processes for clients and team, understanding business needs, and making people's lives a bit easier.During my time I've successfully created and maintained my organization's first helpdesk and support ticketing system in Zendesk. It is fun and I love creating documentation in both written and video formats.I also love providing customized explanations and solutions for niggling problems via video- this innovation has really helped me to onboard complex clients and increase adoption in my current role.While I will always complete my Wordle first I do think that Connections is the superior puzzle. I am passionate about mental health and when not sewing, reading, walking my dog, or playing the piano you will find me talking to people about their feelings.

Lisa Winters's Current Company Details
Fullsteam

Fullsteam

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Client Services Manager | Customer Success Manager | Implementation | Healthcare
auburn, alabama, united states
Website:
fullsteamllc.com
Employees:
55
Lisa Winters Work Experience Details
  • Fullsteam
    Customer Support Team Lead
    Fullsteam Aug 2023 - Present
    Portland, Oregon, United States
    Created org’s first helpdesk and support ticketing system in Zendesk, establishing ticket handling procedures, SLAs, and internal guide to ensure swift internal adoption and ramp-up time, dramatically increasing efficiency.Boosted product adoption up 70% by crafting a new video enablement initiative and codifying onboarding process to a team of 6 CSMs, ensuring completed onboarding within 60 days.
  • Fullsteam
    Customer Success Manager
    Fullsteam Feb 2022 - Aug 2023
    Portland, Oregon, United States
    Oversaw 300 SMB North American Accounts representing $1M in ARR, managing them through the post-sales journey from onboarding, complex configuration and implementation, multi-location training, and upselling.Personal 7% churn rate for SMB and Mid-Market clients attained by leveraging product knowledge and growing relationships with business owner and COO external stakeholders. Boosted company NPS to 37% through contribution of 70% NPS as Customer Success Manager.
  • Eye Cloud Pro
    Project Manager
    Eye Cloud Pro Dec 2020 - Feb 2022
    Portland, Oregon Metropolitan Area
    Boasted a 83% one-touch ticket rate by crafting customized video tutorials.20% increase in MQL over 6 months by advocating for and implementing a new, integrated bi-directional texting system. 90% of new clients on-boarded <60 days with enhanced training.
  • Kirk & Kirk, Masunaga, Article One Eyewear
    Territory Manager
    Kirk & Kirk, Masunaga, Article One Eyewear Jun 2018 - Dec 2020
    West Coast United States & Canada
    Boasted a 83% one-touch ticket rate by crafting customized video tutorials.20% increase in MQL over 6 months by advocating for and implementing a new, integrated bi-directional texting system. 90% of new clients on-boarded <60 days with enhanced training.Drove 30% increase in market share for luxury optical goods in Western US and Canada.Managed 120 diverse, geographically dispersed SMB accounts representing $500k by designing a first-of-it’s-kind internal CRM.
  • Myoptic Optometry + Modern Eyewear
    Optical Manager
    Myoptic Optometry + Modern Eyewear 2014 - 2018
    Portland, Oregon, United States
    Spearheaded the implementation of a leading-edge medical software system for practice management, insurance billing, and EMR. Designed and presented hands-on training curriculum and provided end-user support to ensure seamless operations and optimal levels of proficiency. Lead a team of engaged professionals in establishing an new market for the business. Deployed modern technologies to solve age-old problems of intra-office communications. Developed and established Trello and Slack to manage employee tasks, workflows, expectations, and increase accountability.
  • Myoptic Optometry + Modern Eyewear
    Team Lead, Frame Buyer
    Myoptic Optometry + Modern Eyewear 2012 - 2014
    Portland, Oregon, United States
    Drove 40% revenue growth through team leadership, inventory management, and excellent customer service. Analyzed market trends and KPIs to increase ROI for optical products. Developed internal process to increase excitement around new products and lens technologies and effectively communicate the value of new technology to clients. Drove employee development by providing training and tracking incentives. Introduced change management and process improvements to capture cost savings and increase organizational effectiveness.
  • Myoptic Optometry + Modern Eyewear
    Licensed Optician
    Myoptic Optometry + Modern Eyewear 2011 - 2012
    Portland, Or
    Employed attention to detail, technical optical skills, and consultive sales to sell, make, and fix glasses. Captured and retained expansive and long-term customer base with customized solutions to meet individual needs. Provided exceptional customer experience to increase brand reputation and increase local market share.

Lisa Winters Education Details

Frequently Asked Questions about Lisa Winters

What company does Lisa Winters work for?

Lisa Winters works for Fullsteam

What is Lisa Winters's role at the current company?

Lisa Winters's current role is Client Services Manager | Customer Success Manager | Implementation | Healthcare.

What is Lisa Winters's email address?

Lisa Winters's email address is wl****@****pro.com

What is Lisa Winters's direct phone number?

Lisa Winters's direct phone number is (830) 896*****

What schools did Lisa Winters attend?

Lisa Winters attended Reed College.

Who are Lisa Winters's colleagues?

Lisa Winters's colleagues are Charlie P., Mustafa M., Alejandro Segura, Glenn Miller, Shaun Peplinski, Davis Bender, Brian Cook, Msl.

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