Liz Stroffolino

Wheelhouse is a boutique interior design studio delivering luxury residential and commercial spaces. I led client-facing project execution, internal operations, and CRM optimization. • Owned end-to-end procurement processes—from vendor negotiation and POs to delivery and installation • Managed weekly billable hour forecasting to optimize staffing and profitability • Elevated client experience by launching Gantt-based project updates and proactive timeline management • Spearheaded CRM rebuild in Go High Level, enabling funnel tracking and expanding the client pipeline

Lively is a modern Health Savings Account (HSA) provider serving both the B2C and B2B segments, as well as enterprise financial institution partners. I led the operational side of large-scale HSA partnership implementations, book acquisitions, and ongoing growth initiatives. • Led 8 co-branded partnership implementations and 7 financial institution HSA acquisitions, bringing 110K+ accounts and $325M in assets to Lively’s platform • Reduced partner onboarding launch time by 90% through automation tool design and implementation • Owned all internal and external comms for implementations, managing SLAs, compliance, and partner success alignment • Acted as SME for partner onboarding processes, presenting operational plans to prospective clients and influencing deals • Partnered cross-functionally across Product, Engineering, Legal, and BD to streamline processes and scale partner growth • Launched KPI reviews and dashboards to inform Business Development strategy and partner reporting • Defined partner contract templates with Legal/Compliance to standardize agreements and enable a more programmatic approach to partner implementations

Promoted to lead cross-functional business initiatives and optimize internal operations for scale. • Led the rollout of Jira, Confluence, and Zendesk to improve sprint planning, documentation, and customer support • Implemented Retently for NPS tracking and Talkdesk phone tree automation to improve CX and reduce support time • Managed vendor onboarding, access control, and regulatory compliance processes • Directed day-to-day operations of multi-channel customer support (live chat, email, phone) and HSA funds workflows

BRG is a global consulting firm where I was part of the Healthcare Performance Improvement (HPI) practice. I specialized in inpatient and outpatient clinical operations, with a focus on staffing, process improvement, and cost optimization. • Designed and implemented workforce productivity models across hospital departments, including ED, OR, and inpatient nursing • Built variable budgets tied to volume and staffing across two major health systems • Delivered process improvements that enhanced patient throughput and resource utilization • Contributed to strategic initiatives for a 60+ practice medical group and a major consolidation project • Exceeded cost savings targets by 12% during a workforce optimization project for a 30+ practice medical group • Completed benchmarking exercises using Truven Action OI and MGMA industry databases to inform client recommendations

Worked with health system clients to optimize operations across clinical and administrative areas while supporting internal teams by acting as both an analyst and project manager. • Delivered $6M+ in savings at a 400-bed hospital by redesigning inpatient staffing models and variance tracking • Leveraged Truven and MGMA data to inform executive decision-making • Led labor cost control programs and implemented vacancy review processes • Managed project timelines, budgets, and deliverables across multiple clients and internal teams • Mentored and trained junior team members on analytical and client-facing skills

• Researched market share, revenue and paging history of advertisers in and outside of Brides’ competitive set using publishing databases • Spearheaded an editorial credit project and analyzed credits received for advertisers and non-advertisers, allowing the magazine to leverage new and current business • Oversaw the completion of Request for Proposals requiring demographic, rate and discount information • Prepared briefs on brand history: creative initiatives, social media, paging history and share of market

• Assisted the Ad Services team with insertion orders and paginations • Collected tear-sheets from major magazines and compiled research for presentations on media options • Wrote articles for the company website to help their clients and social media following remain informed on news relating to advertising and marketing • Updated E-Blast initiatives for pertinent clients and managed the Pinterest account for Women’s Marketing Inc.

• Wrote and published website content regarding corporate and personal financial planning to help clients grow and improve their personal finance portfolio or business • Executed email marketing strategies to target CFOs, HR Representatives, existing and potential clients • Established a system to monitor campaign success and profits generated using Google Analytics and Gen4 applications • Managed Social Media accounts, increasing Twitter following from 12 to 105 and Facebook from 30 to 106 over a 3 month period

• Wrote articles for local small business client’s websites • Published articles using the WordPress Program • Managed client’s Social Media, including Facebook and Twitter accounts