LISA WINEBOLD
Westerville,Ohio
Summary
Dynamic professional with extensive experience in program management and risk assessment. Skilled in executive communication and data-driven decision-making, fostering alignment across diverse teams to deliver strategic initiatives and achieve client objectives.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Sr. Business Operations Manager, Client Success
QUANTUM HEALTH
Dublin, Ohio
06.2022 - 03.2026
- Co-created and established Client Success department standard operating procedures (SOPs), documenting processes, workflows, roles, and expectations to ensure consistency and quality in client onboarding and execution.
- Spearheaded design and implementation of department-wide onboarding and continuous improvement program, standardizing processes to enhance execution efficiency by 10–15%.
- Managed implementation and integration of external vendor partners, coordinating deliverables, issue resolution, and stakeholder communications to enable successful program launches.
- Coordinated cross-functional teams across product, clinical, marketing, finance, IT, operations, and external vendor partners to align requirements, priorities, and deliverables for enterprise initiatives.
- Led 12+ enterprise product launches and strategic initiatives, including implementation of a 10-vendor partner ecosystem, a company-specific pharmacy advocacy program, and an internal member-site technology upgrade deployed across 315+ clients.
- Directed complex cross-functional programs and strategic initiatives from planning through execution, establishing scalable program governance, executive dashboards, decision logs, performance reporting, milestone tracking, and project documentation to provide visibility into program health, risks, priorities, dependencies, and deliverables.
- Developed and maintained project plans, timelines, milestones, action items, risk tracking, and stakeholder communications to ensure initiatives remained aligned with business objectives and delivery expectations.
- Created executive-level reporting and QBR presentations, translating complex data into actionable insights for senior leadership to support informed decision-making and strategic alignment.
- Utilized Planview, SharePoint, MS Project, Jira, and Salesforce to support project planning, work management, documentation, reporting, stakeholder visibility, and operational execution.
Sr. Client Incentive Manager
QUANTUM HEALTH
Dublin, Ohio
11.2018 - 06.2022
- Managed strategic client relationships and served as a key point of coordination among internal teams and external business partners, maintaining 90%+ annual client retention across assigned book of business.
- Directed post-sale program operations and client onboarding, coordinating cross-functional teams and external partners to implement programs, streamline workflows, resolve issues, and achieve client objectives.
- Collaborated with external vendors and healthcare partners, including TPAs, PBMs, wellness vendors, Centers of Excellence, and point-solution partners, to monitor operational performance and resolve issues, ensuring successful program delivery.
- Coordinated concurrent client initiatives, balancing competing priorities to meet deadlines and operational needs.
- Developed internal processes and workflows that ensured consistency in clinical program delivery and improved operational efficiency.
- Led new-hire training initiatives and coordinated peer-group support and leadership development.
Global Benefits Analyst / Wellness Coordinator
ASCENA RETAIL GROUP
New Albany, Ohio
01.2015 - 11.2018
- Coordinated enterprise-wide wellness programs and strategic annual plans, integrating benefits and wellness initiatives to enhance stakeholder engagement and operational effectiveness.
- Managed healthcare benefits programs and external vendor partnerships across multiple brands, ensuring operational consistency and program effectiveness while enhancing employee engagement within a self-funded employer environment.
- Managed relationships with external healthcare vendors, including TPAs, PBMs, and advocacy partners, ensuring seamless coordination and alignment with program goals.
- Led cross-functional initiatives with HR and Total Rewards teams, coordinating deliverables and communications to align execution with strategic priorities.
- Developed reports and communications to monitor program effectiveness and identify trends, supporting informed decision-making across functions.
Program Manager
RITE FOR YOU CORPORATE WELLNESS
Lewis Center, Ohio
08.2013 - 01.2015
- Managed client programs end-to-end, overseeing project planning, incentives, web portals, reporting, communications, implementation, and ongoing operational support to ensure program success.
- Coordinated program workstreams and stakeholders, ensuring timely completion of deliverables that met client expectations.
- Monitored program performance and provided recommendations based on results, enhancing value for clients and internal stakeholders.
- Designed standardized workflows and processes, increasing program adoption and operational consistency.
Health Performance Coach — Contract
CORE PERFORMANCE / ABBOTT NUTRITION
12.2012 - 08.2013
- Supported Abbott Nutrition employee health and wellness initiatives through a contract assignment, serving as a key implementation resource for health performance programs across campus locations.
- Coordinated health and wellness initiatives across campus locations, ensuring high-quality program execution and participant engagement.
- Conducted health coaching assessments and provided individualized support based on employee needs and program requirements.
- Educated employees on Core Performance methodology and delivered tailored individual and group health programs, fostering greater health literacy.
- Developed health education programs and created stress-reduction toolkits, contributing to improved employee well-being across multiple campus locations.
- Designed and implemented musculoskeletal health programs for plant employees, tailoring programming to employee and workplace needs.
- Implemented utilization software as primary contact, facilitating deployment and adoption for optimal use across teams.
- Built and implemented a customer satisfaction feedback program, including survey development, reporting, and analysis to evaluate program performance and identify improvement opportunities.
Program Manager / Health Program Manager
MEDIFIT CORPORATE SERVICES
, North Carolina / Pennsylvania
06.2001 - 08.2012
- Directed annual health promotion plans, change management workshops, weight management programs, and onsite health screening initiatives, enhancing client engagement across locations.
- Managed facility operations and vendor relationships, implementing programs to ensure seamless service delivery and improve client satisfaction.
- Used data analysis and program performance results to identify opportunities, allocate resources, and improve engagement and operational outcomes.
- Tracked and evaluated health data using Health Risk Assessment database, informing development of targeted programs and marketing initiatives to meet client needs.
- Directed biannual membership recruitment and incentive campaigns, coordinating activities and stakeholders to meet program objectives.
Education
Bachelor of Science in Applied Science - Exercise Science
Youngstown State University
Youngstown, OhioAssociate of Science in Applied Science - Dietetics
Youngstown State University
Youngstown, OhioSkills
- Project & Program Management
- Project planning
- Client Onboarding
- Cross-Functional Leadership
- Operational Oversight
- Workstream management
- Risk management
- Performance analysis
- Data-Driven Decision Making
- Process improvement
- Continuous Improvement
- Vendor management
- Project management tools
- Executive communication
Certification
Project Management Professional (PMP)
Timeline
Sr. Business Operations Manager, Client Success
QUANTUM HEALTH
06.2022 - 03.2026
Sr. Client Incentive Manager
QUANTUM HEALTH
11.2018 - 06.2022
Global Benefits Analyst / Wellness Coordinator
ASCENA RETAIL GROUP
01.2015 - 11.2018
Program Manager
RITE FOR YOU CORPORATE WELLNESS
08.2013 - 01.2015
Health Performance Coach — Contract
CORE PERFORMANCE / ABBOTT NUTRITION
12.2012 - 08.2013
Program Manager / Health Program Manager
MEDIFIT CORPORATE SERVICES
06.2001 - 08.2012
Bachelor of Science in Applied Science - Exercise Science
Youngstown State University
Associate of Science in Applied Science - Dietetics
Youngstown State University