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Caroline Li

Customer Success Lead at Lucerna Health

Caroline Li has a diverse work experience spanning various industries. Caroline currently holds the position of Customer Success Lead at Lucerna Health since June 2023. Prior to this, they worked at Via as a Solutions Consultant from February 2023 to May 2023. Caroline also held roles at Via as a Senior Mid-Market Customer Success Manager from October 2022 to January 2023 and as a Customer Success Manager from February 2022 to September 2022.

Before joining Via, Caroline worked at PwC as an Advisory Risk & Regulatory Exp. Associate. During their time there from August 2019 to November 2021, they successfully built an integrative dashboard, provided project management expertise, consulted on IT governance for RDWL, and documented flowcharts and narratives to identify risks and controls.

In 2018, they served as a Senior Accounting Associate at FirstMile (International Fulfillment Solutions) and completed a Risk Assurance Internship at PwC. Furthermore, they gained valuable experience as a Summer Analyst at Goldman Sachs in 2017 and as an Accounting Assistant at Coldwell Banker Commercial from February 2016 to January 2017.

Caroline'swork experience began in 2014 as a Sales Representative at iFreedom Direct Corporation. Caroline Li's career has showcased their flexibility and aptitude for customer success, project management, risk assessment, and financial analysis.

Caroline Li completed their education from the University of Utah in the field of Accounting. Caroline obtained a Bachelor of Science in Accounting in 2018 and continued their studies to earn a Master's degree in Accounting from the same university in 2019. Additionally, Caroline also pursued a Bachelor of Science in Information Systems from the University of Utah, completing it in 2018 as well.

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Timeline

  • Customer Success Lead

    June, 2023 - present