Lisa Strand
Phoenix,AZ
Summary
Dynamic Implementation Consultant with a proven track record at Paylocity, excelling in requirements gathering and project management. Adept at enhancing client satisfaction through effective issue resolution and exceptional communication. Successfully delivered tailored software solutions, ensuring seamless integration and adoption across diverse industries, while fostering strong relationships and collaboration with clients and teams.
Overview
10
10
years of professional experience
Work History
Implementation Consultant
Paylocity
05.2023 - 10.2025
- Assisted in gathering client requirements and project specifications for successful implementations.
- Supported team members in configuring software solutions tailored to client needs.
- Participated in training sessions to enhance product knowledge and implementation strategies.
- Conducted system testing to ensure functionality aligns with client expectations prior to launch.
- Collaborated with clients to troubleshoot issues during initial system setup phases.
- Documented user feedback to facilitate ongoing improvement of implementation processes.
- Engaged in knowledge transfer activities, providing support to clients post-implementation.
- Maintained organized records of project deliverables and timelines for effective tracking and reporting.
- Collaborated with cross-functional teams to ensure seamless integration and adoption of new systems for clients.
- Maintained clear documentation of project progress, ensuring transparency among all stakeholders throughout the implementation process.
- Managed project risks effectively, establishing contingency plans and proactive issue resolution strategies to minimize disruptions during implementation.
- Provided exceptional remote support to clients during off-site implementations, ensuring minimal downtime during critical transitions.
- Delivered successful implementations for multiple industries, leveraging a deep understanding of diverse business requirements and technical specifications.
Verification Advocate
Carvana
09.2021 - 02.2023
- Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
- Used on-line systems to search and evaluate submitted documents to ensure requirements met
- Placed outbound calls as well as taking inbound calls to follow up with Customers
- Explained how the purchasing process is different than going to a traditional dealer
- Assisted Customers to submit any required documents to facilitate purchase
- Delivered friendly service and offered expert support in every interaction.
First Notice of Loss Representative
Kemper Insurance
01.2017 - 08.2021
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Managed inbound customer calls in a fast-paced call center and maintained strict guidelines
- Backed up adjusters filing new claims for both auto and homeowner’s insurance policies
- Documented claims to maintain accurate and updated records.
- Communicated with clients to provide status updates on claims and other transactions
Customer Service Representative
TWFG Cota Insuarnce
06.2015 - 08.2016
- Resolved customer inquiries efficiently, enhancing overall satisfaction and loyalty.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
- Handled customer inquiries with billing questions, payments, policy concerns & changes
- Sold products to customers during new and routine calls using strong cross-selling abilities
- Customized insurance programs for customers to cover target risk types
- Followed up with customers to offer additional support and check resolution satisfaction
Education
Associate of Science - Criminology
Maricopa Community Colleges, Glendale Community College
Glendale, AZ07-2015
No Degree - Medical Assistant
Arizona College of Allied Health
Glendale, AZ11-2009
Skills
- Customer support
- Project management
- Client management
- Issue resolution
- Client training
- Client education needs
- Reporting and documentation
- Attention to detail
- Teamwork and collaboration
- Time management
- Problem-solving abilities
- Reliability
Timeline
Implementation Consultant
Paylocity
05.2023 - 10.2025
Verification Advocate
Carvana
09.2021 - 02.2023
First Notice of Loss Representative
Kemper Insurance
01.2017 - 08.2021
Customer Service Representative
TWFG Cota Insuarnce
06.2015 - 08.2016
Associate of Science - Criminology
Maricopa Community Colleges, Glendale Community College
No Degree - Medical Assistant
Arizona College of Allied Health
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