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.

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.

• 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.

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.

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.
• 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.

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.

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.