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Lori Wolfbauer Email & Phone Number

Independent Client Advisor and Sales Associate (Part-Time) at Self Employed
Location: Estero, Florida, United States 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Independent Client Advisor and Sales Associate (Part-Time)
Location
Estero, Florida, United States
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Who is Lori Wolfbauer? Overview

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Lori Wolfbauer is listed as Independent Client Advisor and Sales Associate (Part-Time) at Self Employed, a with 681323 employees, based in Estero, Florida, United States. AeroLeads shows a matched LinkedIn profile for Lori Wolfbauer.

Lori Wolfbauer previously worked as Independent Side Business and Part-Time Work at Independent Side Business & Part-Time Work and Project Contract Associate at Syneos Health Clinical Solutions (Previously Inc Research/Inventiv Health). Lori Wolfbauer studied at Northern State University.

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Self Employed

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About Lori Wolfbauer

Dedicated professional with over 14 years of experience, for prominent Clinical Research Organizations and Life Science companies. Adept in project management, vendor relationship management, clinical research, supporting clients and vendors, resolving challenges, building rapport and client satisfaction. Skilled in coordinating meetings, managing documentation, and facilitating communication to drive project success. Committed to continuous improvement, with a focus on optimizing processes to enhance project execution and achieve strategic objectives. CORE COMPETENCIESVendor IdentificationCustomer Service ManagementContracts and AgreementsProject ManagementVendor Relationship ManagementCross Functional CollaborationACCOMPLISHMENTS•Facilitates the review of Scope of Work (SOW) documents and associated amendments. Created, prioritized, managed 150 contracts across multiple therapeutic areas, ensuring financial funding is established. •Played a pivotal role in the onboarding process of new suppliers for contract management, ensuring smooth integration and compliance.•Ensured project financial accuracy by conducting study-end cost reconciliations and overseeing the financial execution of purchase orders and contracts.•Obtained detailed knowledge of all study protocol components through thorough review and analysis alongside Principal Investigators, ensuring a comprehensive understanding.

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Self Employed
Self Employed
Independent Client Advisor and Sales Associate (Part-Time)
Estero, FL, US
Employees
681323
AeroLeads page
6 roles

Lori Wolfbauer work experience

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Independent Client Advisor And Sales Associate (Part-Time)

Estero, Fl, Us

Independent Side Business And Part-Time Work

Independent Side Business & Part-Time Work

Estero, Fl, Us

Project Contract Associate

United States

•Managed the implementation of a Quality Control checklist for SoW documents and budgets, improving accuracy rates by 90% and reducing PO processing time, leading to higher client satisfaction.•Coordinated with 5+ therapeutic vendors to align client expectations with internal project teams, streamlining communication and improving project delivery timelines. •Achieved a 90% contract execution rate from study startup to final contract completion, enhancing project timelines and… Show more •Managed the implementation of a Quality Control checklist for SoW documents and budgets, improving accuracy rates by 90% and reducing PO processing time, leading to higher client satisfaction.•Coordinated with 5+ therapeutic vendors to align client expectations with internal project teams, streamlining communication and improving project delivery timelines. •Achieved a 90% contract execution rate from study startup to final contract completion, enhancing project timelines and stakeholder satisfaction.•Conducted comprehensive study-end cost reconciliations, ensuring financial accuracy and compliance with established protocols.•Maintained and organized study records in the eTMF, ensuring thorough documentation of executed contracts, SoWs, and study-related correspondence.•Reviewed, investigated, and approved 50+ invoices monthly within a 7-day turnaround, ensuring 80% adherence to payment deadlines, reducing late fees by 15%.•Implemented Quality Assurance protocols, ensuring 100% compliance with industry standards, which minimized compliance errors and improved audit readiness.•Conducted quarterly QC checks on 100+ executed contracts, ensuring 100% compliance with regulatory standards and completeness in the TMF, reducing audit discrepancies.•Resolved day-to-day vendor contract issues by collaborating with internal teams, cutting resolution times by 30% and enhancing vendor relationships, resulting in a 20% increase in contract accuracy Show less

Sep 2015 - Jan 2024

Clinical Trials Project Manager

Minnesota, United States

•Developed and maintained site investigator protocol manuals to ensure clear communication and adherence to clinical study requirements.•Conducted site visits and facilitated monthly meetings with site managers, laboratory staff, and investigators to ensure smooth study progression.•Served as the primary contact for vendors and clinical sites, fostering effective communication tomaintain compliance with GCP and other regulatory standards.•Led research activities in… Show more •Developed and maintained site investigator protocol manuals to ensure clear communication and adherence to clinical study requirements.•Conducted site visits and facilitated monthly meetings with site managers, laboratory staff, and investigators to ensure smooth study progression.•Served as the primary contact for vendors and clinical sites, fostering effective communication tomaintain compliance with GCP and other regulatory standards.•Led research activities in accordance with Good Clinical Practice (GCP), adhering to Clinical Research SOPs and federal regulations.•Obtained detailed knowledge of all study protocol components through thorough review and analysis, ensuring a comprehensive understanding. Show less

Mar 2009 - Sep 2015

Account Manager

Minnesota, United States

•Managed a drug and alcohol testing program for a major client that complies with DOT regulations. •Managed a portfolio of accounts related to DOT drug testing programs, driving client satisfaction and program success.•Led a geographically dispersed team of 40 drug testing collectors across multiple states, ensuring efficient operations and adherence to compliance DOT standards.•Leveraged data analysis to identify opportunities for improved efficiency and profitability within client… Show more •Managed a drug and alcohol testing program for a major client that complies with DOT regulations. •Managed a portfolio of accounts related to DOT drug testing programs, driving client satisfaction and program success.•Led a geographically dispersed team of 40 drug testing collectors across multiple states, ensuring efficient operations and adherence to compliance DOT standards.•Leveraged data analysis to identify opportunities for improved efficiency and profitability within client accounts.•Developed and delivered training sessions and certifications to equip staff with in-depth knowledge of diagnostic products and procedures Show less

Nov 2003 - Mar 2009

Customer Service Specialist

Minnesota

•Represented the company and departments within the company, fostered client engagement between Medtox, client base, laboratories and patients. •Worked closely with Business Development Sales division to qualify and establish inbound new customers requesting Medtox products and services.•Spoke with customers in a courteous, friendly, and professional manner using protocol procedures. •Inquired, clarified, and confirmed customer requirements and understanding of the solution… Show more •Represented the company and departments within the company, fostered client engagement between Medtox, client base, laboratories and patients. •Worked closely with Business Development Sales division to qualify and establish inbound new customers requesting Medtox products and services.•Spoke with customers in a courteous, friendly, and professional manner using protocol procedures. •Inquired, clarified, and confirmed customer requirements and understanding of the solution. •Performed issue identification, communication, and resolution for moderately complex customer issues. •Collaborated with peers in customer service management, support, and product teams.•Provided additional customer education and information as needed. •Participated in activities designed to improve customer satisfaction and business performance. •Performed administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance Show less

Nov 2002 - Nov 2003
1 education record

Lori Wolfbauer education

FAQ

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What company does Lori Wolfbauer work for?

Lori Wolfbauer works for Self Employed.

What is Lori Wolfbauer's role at Self Employed?

Lori Wolfbauer is listed as Independent Client Advisor and Sales Associate (Part-Time) at Self Employed.

Where is Lori Wolfbauer based?

Lori Wolfbauer is based in Estero, Florida, United States while working with Self Employed.

What companies has Lori Wolfbauer worked for?

Lori Wolfbauer has worked for Self Employed, Independent Side Business & Part-Time Work, Syneos Health Clinical Solutions (Previously Inc Research/Inventiv Health), Labcorp Clinical Trials, and Medtox Laboratories.

How can I contact Lori Wolfbauer?

You can use AeroLeads to view verified contact signals for Lori Wolfbauer at Self Employed, including work email, phone, and LinkedIn data when available.

What schools did Lori Wolfbauer attend?

Lori Wolfbauer studied at Northern State University.

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