Leticia R.
Customer Success Lead at FundMiner- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
FundMiner
-
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.
-
-
-
Empathy
-
United States
-
Technology, Information and Internet
-
1 - 100 Employee
-
Part Time Care Manager
-
Dec 2022 - May 2023
-
-
-
Healthee
-
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
-
-
-
Hinge Health
-
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
-
-
-
Maven Clinic
-
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
-
-
-
Quartet Health
-
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.
-
-
-
Be The Match
-
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
-
-
-
University Medical Center of El Paso (UMC)
-
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
-
-
-
Texas Tech University Health Sciences Center El Paso
-
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
-
-
-
UCLA Health
-
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
-
-
-
Riverside Community Hospital
-
United States
-
Hospitals and Health Care
-
700 & Above Employee
-
Lead Patient Access Representative
-
Aug 2011 - Dec 2011
-
-
-
Prime Healthcare
-
United States
-
Hospitals and Health Care
-
700 & Above Employee
-
Government and Commercial Medical Biller and Collector
-
Dec 2008 - Aug 2011
-
-
-
Chino Valley Medical Center
-
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