Allison Lyons Email & Phone Number

Boston, Massachusetts, United States

• Presently manage a portfolio of corporate clients with complex domestic and international needs.
• Extensive knowledge of treasury management products, Merchant Services, Purchasing Cards, faster payments and fraud prevention. By leveraging this expertise, I identify opportunities, construct multifaceted solutions.
• Ensure appropriate and timely engagement of team members performing tasks related to client integrations and ERP migrations. Interface with customer’s senior leaders and their contractors during the planning phases.
• Well-versed in complex pricing models including multiyear contracts and projections, restrictive pricing terms and variable development costs.
• Structure and lead cross-functional teams comprised of executive management, product SMEs, IT, finance, legal, sales, marketing, implementation, and other stakeholders both internally and with external vendors.
• Present executive level briefings regarding client relationships, business development strategies and pricing structures to leaders in sales, product management and the line of business.

Responsible for the Not-for-Profit Cash Management portfolio in Connecticut. Clients included large universities, professional associations, private secondary institutions, hospitals and other tax exempt clients.

• Implemented and cross-sold Cash Management Services.
• Supported clients during merger conversions.
• Completed pricing proformas and assisted Sales Officer with proposals.
• Participated in various cross-functional teams in sales, product and credit.
• Promoted to team lead, managing other Global Services Analysts.