Lisa D Rothmuller Email & Phone Number

Greater San Diego Area

Greater San Diego Area

As a key member of the Provider Solutions team, the Senior Director of Client Success Services plays an integral role in contributing to the successful execution of client engagements and building the company’s reputation for quality service. Directs, makes consulting and client success assignments and oversees the activities of consultants in their applicable consulting location. Oversight of all client success projects and activities. Manages, mentors and evaluates consulting staff. Assigns projects to client success consulting staff, oversees and monitors project outcomes and budgets, and acts as a resource to consultants as needed. Intervenes on projects as necessary and communicates with senior leadership at client organizations regarding project status and outcomes.

Greater San Diego Area

As a key member of the Provider Solutions team, the Senior Director of Client Success Services plays an integral role in contributing to the successful execution of client engagements and building the company’s reputation for quality service. Directs, makes consulting and client success assignments and oversees the activities of consultants in their applicable consulting location. Oversight of all client success projects and activities. Manages, mentors and evaluates consulting staff. Assigns projects to client success consulting staff, oversees and monitors project outcomes and budgets, and acts as a resource to consultants as needed. Intervenes on projects as necessary and communicates with senior leadership at client organizations regarding project status and outcomes.

• Conducts market and client research to identify new product opportunities. Summarizes findings based on client and business needs and makes recommendations to Executive Team.• Performs ongoing regulatory requirements review.• Conducts consulting engagements focusing on process improvement, best practices and automation opportunities. • Assists sales department in demonstrations and Request for Proposal (RFP) responses.• Builds and maintains sales demonstration content.• Develops and presents client webinars.• Develops and presents at annual User Conferences.• Serves as industry ambassador at national conferences.

Greater San Diego Area

• Developed, managed and communicated product release plans both internally and externally.• Articulated and prioritized requirements based on client and business needs; ensured solutions met client and business requirements. • Provided assistance/guidance to developers in designing product functionality to meet business requirements and prioritizing ongoing enhancements and bug resolution to existing products.• Managed the beta process including funneling revisions through the Development and Quality Assurance teams.• Participated in unit testing to verify the application functioned as expected and satisfied business requirements; evaluated impact of new versions on product/client base.• Worked with Development to scope custom projects and develop specifications for client approval.• Collaborated closely with all teams involved in the product/version release including Development, Support, Implementation, Training and Sales. Provided subject matter expertise to the project team.

Greater San Diego Area

• Served as Client Relationship Manager for high profile clients, focusing on strategic product decisions and business goals. • Project Manager for Implementations. Managed Implementation Specialists assisting with prioritizing workflow and processes to ensure successful implementations at client sites.• Product Release Manager. Responsible for software product releases for multiple product lines, defining software specifications and features. Also wrote release documentation, scheduled and provided custom beta testing and continued product issue tracking through life cycle.• Liaison between client services department and development for all product issues and client issues requiring development assistance.• Wrote and presented at annual client conferences and webinars.and provided custom beta testing and continued product issue tracking through life cycle.

Greater San Diego Area

Promoted to Manage of Client Support to manage all aspects of the Client Support department. The responsibilities of this position involved managing a group of up to 10 staff members who supported two product lines for a total of six products and completed the training for the products. In this position, I coordinated all client training activities, developing agendas, travel itineraries and ensuring all trainers were knowledgeable on the training topic. I also acted as a Client Relationship Manager for all high profile clients focusing on their strategic goals and ensuring the product could assist in this need.

Greater San Diego Area

Entry level position at Medical Software Company performing multiple responsibilities related to client support. Assisted in the implementation process by working with clients on data conversion, understanding and conducting end user training based on client requests. Responsible for assisting clients over the phone or internet on technical troubleshooting for software product.

San Diego, Ca

As the Information Systems Analyst I was in charge of the Sales Order Management System and Warehouse UNIX system. This involved all aspects of system management including troubleshooting software issues, coordinating upgrades, managing new programming requirements and implementation and developing required reports.