Verified recordFinancial Services

Lori Wolfbauer

Representative at Primerica

Based in Estero, United States

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Seniority

Staff

Department

Sales & Business Development

Location

Estero

Industry

Financial Services

Company size

18K

Contact information

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Email

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l•••••••@primerica.com

Phone

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Background

About Lori Wolfbauer

With 15+ years of experience in clinical research, I specialize in contracts management, clinical trial operations support, and site collaboration. I have managed 150+ clinical trial contracts, achieving 90% accuracy and 100% document auditing accuracy, and worked closely with vendors and cross-functional teams to ensure projects are delivered on time and within budget. Known for my attention to detail and proactive communication, I focus on delivering results while maintaining a strong work-life balance. I am committed to supporting clinical research teams and ensuring studies are executed efficiently and in full compliance with regulatory requirements. Let’s connect to explore how my expertise in client success, vendor management, and service excellence can contribute to the continued success of your organization. CORE COMPETENCIES Client Success & Relationship Management Clinical Trial Management Contract & Document Management Project Management Vendor Coordination & Communication Cross Functional Collaboration Training & Client Onboarding Meeting Faciliation ACCOMPLISHMENTS • Acted as the primary point of contact for clients, swiftly resolving inquiries and providing solutions, leading to a 15% increase in client retention and a 10% reduction in escalations. • Managed 150+ clinical trial contracts, ensuring 90% contract accuracy and 100% audit readiness by overseeing the lifecycle from initiation to close-out, ensuring compliance with FDA regulations and GCP guidelines. • Trained clients and site staff on system usage and clinical trial procedures, resulting in a 25% improvement in compliance and reducing client inquiries and issues by 20%. • Provided personalized assistance and managed high volumes of client communications, ensuring accuracy, meeting deadlines, and improving overall client satisfaction.

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