Elizabeth Willis Email and Phone Number
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Elizabeth is a results-driven professional with a background in collaborating directly with C-suite executives from Fortune 500 companies to PEs. Elizabeth adeptly identifies challenges, gaps, and solutions across a wide spectrum of business functions, including finance, accounting, supply chain, procurement, customer experience, marketing, sales, service, and HR.Elizabeth's experience uniquely qualifies her to assist organizations of diverse industries, sizes, and objectives in identifying, defining, and executing strategic initiatives and transactions aimed at fostering growth, delivering on synergies, optimizing profits, and ensuring long-term organizational success.Elizabeth received her MBA from Northwestern's Kellogg School of Management with a focus in Strategy, Venture Capital & Private Equity. Additionally, Elizabeth is the founder of Equiseed, a startup founded to bring a different kind of "equity" to early-stage investing. If you are interested in learning more about Equiseed, check out www.equiseed.co or email liz@equiseed.co!Relevant MBA courses taken:- Finance (I & II)- Financial Accounting- Managerial Accounting - Strategies for Growth - Operations- Business Strategy- Leadership in Organizations- Growth Strategy Practicum - Strategy in Organization - Executive Presentations - Leadership & Crisis Management- Organizational Growth and Transformation - Managerial Leadership - Board Governance of Non-Profit Organizations- Advanced Board Governance- Venture Equity: Dismantling Barriers to Capital- Technology and Innovation Strategy- Marketing Strategy for Growth and Defense- Financial Modeling for Private Equity Transactions- Entrepreneurial Finance and Venture Capital- Business Law- Strategic Decisions: A Guide to Making Winning Choices- FinTech Strategy
Alvarez & Marsal
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Private Equity M And A - Technology Industry GroupAlvarez & MarsalNew York, Ny, Us -
Senior Associate - Private Equity M&A ServicesAlvarez & Marsal Aug 2024 - PresentNew York, Ny, UsResponsible for conducting pre-acquisition diligence, merger integration and/or carveout separation and post-acquisition performance improvement for Private Equity led transactions. -
Ex-Officio Board Member & Finance Committee MemberHabitat For Humanity Chicago Jan 2024 - PresentChicago, Il, UsWith the core belief that everyone deserves a decent place to live, Habitat Chicago works to champion healthy, thriving neighborhoods by investing in resident priorities, building quality homes, and supporting homeownership.Finance Committee Member -
FounderEquiseed Nov 2023 - PresentNew York, Ny, UsWe are changing the meaning of "equity" in the startup landscape. -
Venture Equity Mba InternNorthwestern University - Kellogg School Of Management Jan 2024 - Apr 2024Evanston, Illinois, UsAs a Venture Equity intern, I served as a VC analyst and startup advisor, evaluating companies on behalf of Kellogg's Investment Fund. -
Growth Strategy Mba InternUico, Maker Of Duratouch® Sep 2023 - Dec 2023Elmhurst, Il, UsAs a Growth Strategy Intern, I was responsible for conducting deep market research, internal research, historical financial and pipeline analysis and developing a future GTM strategy for UICO (PE & Venture backed company) to drive increased top line revenue and profitability. -
Strategic Industry Sales Executive | Saas ApplicationsOracle May 2023 - Jul 2023Austin, Texas, Us· Nationally selected as one of 11 field sales industry leaders to start Oracle's new Majors Organization to support Oracle's most strategic clients in the Industrial Manufacturing industry (specializing in durable & non-durable goods).· Responsible for managing a team of 26 professionals to cover a strategic territory of 5 Major accounts. · Consulted with C-suite professionals to align corporate objectives to people, process and technology enhancements (leveraging Oracle’s 500+ SaaS solutions consisting of finance, accounting, HR, sales, service, marketing, supply chain and analytics platforms) to deliver against strategic KPIs and transformational initiatives. Areas of Focus:☁Enterprise Resource Planning (ERP)☁Enterprise Performance Management (EPM) ☁Enterprise Data Management (EDM)☁Supply Chain Management (SCM)☁Human Capital Management (HCM)☁Customer Experience (CX)☁Fusion Analytics Warehouse (FAW) -
Enterprise Industry Sales Executive | Erp | Scm | Hcm | Cx - Industrial ManufacturingOracle May 2021 - Jun 2023Austin, Texas, Us· Led and grew a territory of 22 Strategic Enterprise ($2B+ annual revenue) industrial manufacturing global accounts. Consulted with C-suite professionals to align corporate objectives to people, process and technology enhancements (leveraging Oracle’s 500+ SaaS solutions consisting of finance, accounting, HR, sales, service, marketing, supply chain and analytics platforms) to deliver against strategic KPIs and transformational initiatives. · Organized, defined and enabled strategy execution for 26 sales team members aligned to the territory. ACHIEVEMENTS:· 359% of quota in FY23· Q1 MVP, North American Applications· FY23 Integrity Hero for Professional Generosity· Largest Q1 deal closed within Oracle's Products Sales organization · H1 Top Dog Award · Q2 Hustle Award · Q4 MVP, North American ApplicationsBEYOND THE SEAT:· Oracle Women's Leadership, NE Lead-- Lead the board responsible for conceptualizing and bringing OWL professional development and DEI programming to fruition.· Oracle Field Sales Onboarding Focus Group Member (1 of 30 sellers selected across North America)· Diversity Ambassador: Assist with promoting awareness of Oracle’s commitment to diversity and inclusion (D&I) through internal and external events.· LEAD Mentor: 1 of 30 sellers selected across North America to mentor BD leadership who are seeking promotions to field sales roles· Created the LEAD Field Sales Mentor Guide that was launched nationally to train high-performing Business Development managers to prepare them for field sales roles at Oracle· Simplified Selling Advisory Committee Member-- 1 of 100 leaders selected across NA to lead a high-profile project focused on developing and optimizing resources that will be used to simplify and amplify the sales process.· Change Champion - Chosen by leadership to be one of 50 professionals across North America based on expertise to facilitate engagement, adoption, and commitment to Oracle's new Simplified Selling sales process -
Enterprise Applications Sales Manager- Field Sales | Erp | Epm | Scm - Industrial Mfg & AutomotiveOracle May 2021 - Jun 2022Austin, Texas, Us· Managed and grew a territory of 16 Enterprise accounts ($1B+ annual revenue) in the Industrial Manufacturing & Automotive industries (key accounts such as Mercedes-Benz, Nissan, Kohler, etc.) by driving optimization efforts for clients across finance, accounting, and supply chain operations with Oracle SaaS solutions.Areas of Focus:☁Enterprise Resource Planning (ERP)☁Procurement☁Enterprise Performance Management (EPM) ☁Supply Chain Management (SCM)☁Subscription Management☁CPQ: Configure, Price, Quote☁Enterprise Data Management ☁AnalyticsACHIEVEMENTS:· Barrier Breaker Award· 2 Enterprise Deals Closed in <6 months in role· Top Bulldog Award · 3 Net New Logos Won · Linear closed revenue quarter-over-quarter BEYOND THE SEAT:· Oracle Women's Leadership, NE Lead-- Lead the board responsible for conceptualizing and bringing OWL professional development and DEI programming to fruition.· FY22 Sales GTM Project Team-- Work with Executive Sales Leadership across the North American Application organization to redefine our go-to-market strategy and sales/marketing toolset to drive a higher volume of business across market segments.· Prosper Mentor -- Structured 1:1 mentorship program that maps Field reps to "elite" non-quota carrying Reps to help them prepare for a closing role at Oracle. The program launched nationally in 2022 & is a sister organization to the Level Up program that I launched in 2020 that continues to successfully run nationally.· Diversity Ambassador: Assist with promoting awareness of Oracle’s commitment to diversity and inclusion (D&I) through internal and external events. -
Enterprise Account Manager | Cx Cloud Applications - Communications & High TechOracle Jun 2020 - May 2021Austin, Texas, Us· Managed and grew a territory of 15 Enterprise ($1B+ annual revenue) global, diversified accounts with a focus on optimizing client’s CX strategy and sales/service execution model by leveraging Oracle's CX SaaS solutions (CRM, eCommerce, Subscription Management, etc.). · 8 Closed Deals, Quarter-Over-Quarter Consistent Closed RevenueAWARDS: MVP, New Hire Big Leagues Program & NEXT Training MVPBEYOND THE SEAT:· Level Up, Founder -- a structured 1:1 mentorship program that maps sales reps to "elite" BD Reps to help them prepare for a closing role at Oracle. The program consists of certifications, 1:1 mentor sessions, interview preparation and a capstone presentation. The program successfully launched nationally in 2020 and has completed 3 cohorts. To date, I have overseen the management of the program and the 180+ respective participants.· Oracle Women's Leadership, Professional Development Lead-- Lead committee responsible for conceptualizing and bringing PD programming to fruition: panelist events, Lunch & Learns, mentorship programs, etc.· Roadmap to Win Committee, Lead-- Lead & work alongside 10 colleagues to put on weekly events for Oracle Digital's CX Apps Sales organization (100+ individuals nationally). Conceptualize, plan and bring events to fruition on tight timelines. Events range from educational sessions to deal strategy think tanks to executive panels. · GROW Program, Mentor-- 2nd line leader for a team of 10 Business Development Consultants. Responsible for coaching, leading team calls, conducting product certifications, and educating on sales tactics and product knowledge. Over my tenure with the team, the team has seen growth from 89% attainment in Q3 to 128% attainment in Q4 against our pipeline goal.· Business Development Manager, Interim Team Leader-- Co-leading a team of 12 BDCs. Responsible for running team meetings, assisting on sales calls, coaching and helping team to develop core sales skills and achieve against KPIs. -
Business Development Consultant - Healthcare & Diversified IndustriesOracle Jun 2019 - May 2020Austin, Texas, Us· Managed pipeline generation and account relationships across a territory of 150+ Enterprise accounts.· Generated $10.7M ARR of pipeline and closed ~$6M of revenue from found pipeline in <12 months.· Mid-Market Back Office-- ERP, EPM, HCM (March 2020 - May 2020)· Up-Market ERP-- ERP & EPM (October 2019 - March 2020)· Up-Market CX Service-- Field Service (June 2019 - October 2019)· Q1: 722% of quota· Q2: 273% of quota-- Generated over $3.6M in pipeline revenue· Q3: 293% of quota (Q3 National Business Development Consultant MVP)-- Generated $3.7M in pipeline revenue· Q4: 161% of quota-- Generated over $2.9M in pipeline revenue during the pandemicBEYOND THE SEAT:· Coffee Connections, Founder-- Coffee Connections is a national bi-weekly round-table program for individuals in the Business Development organization to meet with the reps and leaders of the organizations at the next level to begin networking and learning more about their teams prior to the interview process.· BDC Workbook Project, Project Lead-- Was part of a 3-person team responsible for the planning, development, and execution of the FY21 BDC Workbook Project. As a lead on this project, I successfully helped to create a resource for all Business Development Consultants nationally to use in order to break down their territories, establish a comprehensive strategy and measure execution against KPIs. Our team successfully aligned all Director and Group Vice President constituents to roll the project out nationally to over 500 Business Development Consultants in under 3 months. -
Incoming Business Development ConsultantOracle Oct 2018 - Jun 2019Austin, Texas, Us -
Director Of MarketingClarke'S Standard May 2018 - May 2019Athens, Georgia, Us· Owned all marketing responsibilities for Clarke's: print, digital, events, programming · Responsible for building the Brand Ambassador program of over 50 individuals & subsequent compensation structures and loyalty program· Managed all corporate and local sponsorship programs -
Global Marketing TeamNasdaq May 2018 - May 2019New York, Ny, Us· Responsible for major customer data management & governance initiative: added 500 new contacts, over 400 new accounts, and touched 11,656 contacts (edit, created, and/or refreshed) throughout the role within Salesforce CRM.· Managed marketing automation platforms and several campaigns that touched the various systems· Responsible for new vendor evaluation for MarTech stack investment · Single-handedly owned LinkedIn advertising responsibilities for the organization· Wide exposure to ABM techniques and campaigns for most strategic clients & prospects · Wrote copy for both internal and external communications using Pardot and Mailchimp· Pitched product modification ideas to the executive team & entire employee base-- won both "Most Likely to be Implemented" and "Best Idea" -
FounderYou'Re Not Alone (Yna) May 2016 - May 2019· Organization founded to debunk the stigma surrounding mental health and provide an inclusive space on college campuses · The organization hosted 4 retreats, 25 events and has grown to over 400 members· Helped to raise money for ASFP year over year · Organization still exists on several college campuses across the country
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Creator & OwnerElizabeth Drake Designs May 2015 - May 2019Founded my own jewelry business, Elizabeth Drake Designs. I sell my jewelry online and through personal request. 15% of the profits go to the National Eating Disorder Association or to Children's Healthcare of Atlanta. I design, promote and manage the creation and sales of all jewelry.
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Financial Services Marketing TeamOppenheimer & Co. Inc. 2017 - 2017New York, Ny, Us- Built department-specific content for Oppenheimer's Learning Management System. This involved meeting with different executives from each department to define and generate modules to populate the LMS. This project was implemented on a global scale for every employee of Oppenheimer & Co. inc.- Created general marketing materials for various departments to distribute internally and to clients such as newsletters, pamphlets, magazines, flyers, press releases etc.
Elizabeth Willis Skills
Elizabeth Willis Education Details
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Northwestern University - Kellogg School Of ManagementPathway: Pe & Vc -
University Of Georgia - Terry College Of BusinessAnd Finance -
Pace AcademyHigh School
Frequently Asked Questions about Elizabeth Willis
What company does Elizabeth Willis work for?
Elizabeth Willis works for Alvarez & Marsal
What is Elizabeth Willis's role at the current company?
Elizabeth Willis's current role is Private Equity M and A - Technology Industry Group.
What is Elizabeth Willis's email address?
Elizabeth Willis's email address is ew****@****ira.com
What schools did Elizabeth Willis attend?
Elizabeth Willis attended Northwestern University - Kellogg School Of Management, University Of Georgia - Terry College Of Business, Pace Academy.
What skills is Elizabeth Willis known for?
Elizabeth Willis has skills like Social Media, Public Speaking, Microsoft Office, Team Leadership, Facebook, Microsoft Excel, Microsoft Word, Google Analytics, Google Adwords, Microsoft Powerpoint, Instagram, Wordpress.
Who are Elizabeth Willis's colleagues?
Elizabeth Willis's colleagues are Abhinav Tripathi, Jessica Alvarez, Thomas Kohler, Edna Martis, Fernando César Bicalho Moreira, Pete Auletti, Luca Frozi.
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