Leticia R.

Customer Success Lead at FundMiner
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Contact Information
us****@****om
(386) 825-5501
Location
El Paso Metropolitan Area

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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Customer Success Lead
      • May 2023 - Present

      FundMiner is a software solution for fundraising organizations like non-profits and universities managing gifts, funds, and endowments. Our platform uniquely aggregates and organizes the siloed data you need to track funds in an easy-to-manage, central platform which includes access-based compliance tracking, data visualization, document workflow, and secure storage. FundMiner is a software solution for fundraising organizations like non-profits and universities managing gifts, funds, and endowments. Our platform uniquely aggregates and organizes the siloed data you need to track funds in an easy-to-manage, central platform which includes access-based compliance tracking, data visualization, document workflow, and secure storage.

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Part Time Care Manager
      • Dec 2022 - May 2023

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • User Support Manager
      • Jul 2022 - Nov 2022

      ✦ Helped build the Support Center and created Workflows and SOP’s for the team ✦ Responsible for daily operations of Support Center. ✦ Implemented HIPAA Training ✦ Collaborated with leadership to develop and implement new processes and systems, including training and orientating new staff. ✦ Provided significant support for all aspects of our patient-facing hardware, including sourcing, configuration, testing, QA, and deployment of technology. ✦ Acted as a mentor to junior members of a growing Support team. ✦ Communicated with customers through live chat, email, and phones; Acknowledged and resolved customer complaints ✦ Ensured customer satisfaction and provided professional customer support. ✦ Developed processes and tactics to drive customer satisfaction and user engagement ✦ Prepared, reviewed, and approved corrective Spanish translations for the platform. ✦ Partnered with our Product and Engineering teams to understand and resolve complex issues. ✦ Owned and built relationships with small business and mid-market clients ✦ Customer monthly check-ins to support them in optimizing the use of our platform ✦ Improved the customer experience and journey for clients ✦ Identified customer feedback to drive product features and enhancements ✦ Collaborated with internal teams to build custom reports for clients. Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Onboarding Specialist
      • Nov 2021 - Jun 2022

      ✦ Effectively managed and onboarded up to 150 weekly new members ✦ Ensured customer satisfaction with the onboarding process ✦ Served as a member advocate while remotely providing vital support to members, assessing needs, and recommending the best next steps. ✦ Established exceptional rapport as the first contact with members while answering user questions about program, tech support, and first exercise therapy. ✦ Identified and mitigated potential member complaints and issues preemptively by fostering a close working relationship with care teams across the organization. ✦ Corrected and updated client information in GURU ✦ Participated in a pilot workflow and did daily mail merge of over 2000 emails for outreach of members. Show less

    • United States
    • Hospitals and Health Care
    • 400 - 500 Employee
    • Overnight Care Advocate
      • Aug 2021 - Apr 2022

      ✦ Conducted video appointments with members to support their goals with navigation and coaching ✦ Served as a patient advocate while remotely providing vital support to providers and patients, assessing needs, and recommending the best next steps. ✦ Provided ongoing case management ✦ Strategize creative solutions to help solve member needs ✦ Increased patient satisfaction scores while coordinating daily support tickets' on-time completion. ✦ Established exceptional rapport as the first contact with patients while answering user questions about provider specialties and providing personalized online appointment booking support. ✦ Identified and mitigated potential patient complaints and issues preemptively by fostering a close working relationship with clinical care teams across the organization. ✦ Drove enhanced triage care in emergencies by focusing on patients and adding a caring touch. Show less

    • United States
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Provider Support Administrative Specialist
      • Jun 2021 - Oct 2021

      ✦ Acted as a Quartet platform and services expert while assisting diverse users with navigating and providing remote platform support across Quartet's markets. ✦ Established and maintained positive working relationships with providers and resolved any provider inquiries. ✦ Collaborated with various teams to support patient referrals, provide technical support, and continuously improve workflow process support to all users. ✦ Acted as a Quartet platform and services expert while assisting diverse users with navigating and providing remote platform support across Quartet's markets. ✦ Established and maintained positive working relationships with providers and resolved any provider inquiries. ✦ Collaborated with various teams to support patient referrals, provide technical support, and continuously improve workflow process support to all users.

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Donor Engagement Specialist
      • Jan 2020 - Jun 2021

      ✦ Increased donations by educating and informing donors of all aspects of the stem cell donation process, removing barriers to donation, and updating donor demographics for future engagement strategies. ✦ Completed first contact activities within established timelines by continuously identifying workflow enhancements to improve administrative processes. ✦ Boosted the number of donors successfully making donations by maintaining high standards and compliance with identified department performance standards. Show less

    • United States
    • Hospitals and Health Care
    • 400 - 500 Employee
    • Emergency Room Health Unit Coordinator
      • Sep 2019 - Dec 2019

      ✦ Advocated for the best patient experience by prioritizing and developing specific goals and care plans based on patients' medical necessity. ✦ Drove quality assurance and process improvements while generating and maintaining support data for patients and clinical care reports. ✦ Maintained patient confidence and protected hospital operations by keeping information confidential ✦ Advocated for the best patient experience by prioritizing and developing specific goals and care plans based on patients' medical necessity. ✦ Drove quality assurance and process improvements while generating and maintaining support data for patients and clinical care reports. ✦ Maintained patient confidence and protected hospital operations by keeping information confidential

    • United States
    • Higher Education
    • 400 - 500 Employee
    • Internal Medicine Residency Coordinator
      • Jan 2019 - Apr 2019

      ✦ Provided direction and administrative support to the Residency Program Directors and residents while coordinating the residency accreditation, recruiting, hiring, orientation, and evaluation activities. ✦ Coordinated the educational activities for each program, including the incoming and current residents/fellows. ✦ Acted as liaison between residents and fellows, departments attending physicians, administrative and outside institutions to foster communication, drive collaboration, and provide residents/fellows with continuous support. Show less

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
      • Jan 2016 - Sep 2018

      ✦ Revamped the endocrine fellowship program and website, including redesigning all processes, workflows, websites, and documents for the program.✦ Improved Medhub management system workflow to create, distribute, and track fellow's evaluations monthly.✦ Participated in the Program Evaluations Committee and Clinical Competency Committee meetings. ✦ Coordinated the Endocrinology 4th year medical student elective clerkship, arranged all program events, and combined Endocrine Grand Rounds, recruiting, applications, interviews, banquets, educational lunches, and other program-specific speaking engagements. Show less

      • Jan 2015 - Jan 2016

      ✦ Delivered executive-level administrative support to the Chair of Pathology and Laboratory Medicine, setting up and maintaining the calendar, and handling all travel arrangements.✦ Led efforts to improve communication within the Department, DGSOM, Health System, and the community.✦ Administered special projects, annual reports, strategic plan coordination, and special events for Donor lectureship dinners and reception.

      • Oct 2011 - Jan 2015

      ✦ Enhanced customer service and patient satisfaction while providing administrative support to the Pediatric Transplant Nurse Coordinators and acting as a liaison for the coordinators, patients, and patient's families with outside agencies and medical center department✦ Improved departmental productivity and efficiency by aiding in special projects for the Nurse Manager and assisting in other department areas to maintain a steady workflow.✦ Participated in monitoring stages of pre-transplant patients' medical workups, evaluations, and scheduling and coordinated outpatient procedures. Show less

  • Focal Instincts
    • Corona, California, United States
    • Administrative Assistant
      • May 2010 - Dec 2012

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Lead Patient Access Representative
      • Aug 2011 - Dec 2011

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Government and Commercial Medical Biller and Collector
      • Dec 2008 - Aug 2011

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Admitting Representative
      • May 2006 - Dec 2008

Education

  • The University of Texas at El Paso
    Kinesiology and Exercise Science

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