Jennifer Lehner Email & Phone Number
Who is Jennifer Lehner? Overview
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Jennifer Lehner is listed as Salesforce CPQ Administrator at insightsoftware, a with 452 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jennifer Lehner.
Jennifer Lehner previously worked as Sales Systems Analyst at Pendo.Io and Senior Business Process Analyst at Insightsoftware. Jennifer Lehner holds Bachelor Of Science (B.S.) Magna Cum Laude, International/Global Studies from Saint John Fisher College.
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About Jennifer Lehner
Jennifer Lehner is a Salesforce CPQ Administrator at insightsoftware. They is proficient in French.
Jennifer Lehner's current company
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Jennifer Lehner work experience
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Sales Systems Analyst
Senior Business Process Analyst
• Expert skill in IT ticket resolution relating to Salesforce Sales Cloud, CPQ, Service Cloud, and Salesforce Billing incidents, and performing root-cause analysis of system bugs throughout the quote to cash process.• Experience in leading IT Apps team meetings to cover weekly tasks, duties, and priorities.• Leading business-facing meetings on ticket, enhancement, and project prioritization for Accounting Operations, Sales Operations and Product Operations. • Meeting with functional business leads to gather user stories and document business requirements for system enhancements, as well as providing consulting related to SDFC sales, CPQ and billing. • Improving collaboration between IT and functional business resources on solution design and risk assessment of system and/or process changes by facilitating meetings and demonstrating user stories via screen sharing.• Owner of change release management, scheduling, and approvals. • Authoring and maintaining user guides and process maps for process workflows, and training end-users on new system functionality.• Gathering functional, technical and data requirements for 8 M&A projects.• Meeting with functional business leads for M&A to write test cases for UAT, documenting test results, and communicating results to the technical business leads with assigned action items. • Leading end-to-end UAT sessions with various stakeholders for quote to cash workflow, including systems integrations between Salesforce, NetSuite, OpenAir and license fulfillment tools. • Initiating reports and SDFC dashboards for monitoring system errors and inefficiencies in order to target key areas for improvement, and proposing data-driven solutions.• Training and mentoring junior system admins, CPQ admins and developers on existing processes and procedures. • Designed and drove new process for creating new products in Salesforce, and trained product operations team on testing new product SKUs.
Order Management Specialist
• Processed orders for the channel sales team and through the quoting process in Salesforce CPQ.• Communicated directly with external partners to process orders and send invoices from NetSuite. • Designed and drove implementation of internal process for new partner onboarding.• Generated and issued customer license keys across several product lines of software in multiple license key systems.• Created partner-specific order forms in Excel to streamline the orders process including complex calculations for proration and partner discounts.• Reconciled monthly and annual royalty reports against customer data in Salesforce to ensure invoices are issued correctly and in a timely manner.• Documented processes and advised on process improvements to direct supervisor and product managers.
Program Specialist Ii
• Project management of a pilot job training and employment program funded by the County of San Diego. Roles include program design, engaging stakeholders, organizing resources, tracking expenditures, and adapting internal procedures to meet the needs of the program• Coordinating with 4 subcontractors and other community partners and stakeholders to develop, implement, and execute 10 service agreements over the 2019 fiscal year within federal program regulations • Monitoring subcontractors and to ensure budgets, procedures, documentation and outcomes are on track to meet project goals and contract deliverables • Creating data reporting tools in Excel and SalesForce and updating program dashboards on a weekly basis• Submitting monthly reports and project narratives to the program funder, the County of San Diego • Analyzing program data to inform supervisors, community partners and stakeholders, and to create a logic model to inform new program strategies • Collaborating internally with Finance and IT departments to streamline accounts payable and data collection processes • Coordinating with marketing and communications team to produce a one-page program summaries for the county and partners to share, as well as E-news articles and infographics• Reviewing and processing over $1M worth of invoices annually with great attention to detail, as well as reconciling discrepancies with subcontractors. Took ownership of the invoice process in late 2017 and reduced untimely payment rate, which accounted for 60% of audit findings in 2018, to 1% of all findings during the 2019 fiscal year. • Representing the organization at workforce development conferences as a platform to hear and learn about the data, strategies and successes of other workforce development boards and organizations, and to share the mission, experiences, and stories of SDWP
Assistant Store Manager
• Assisted in the key aspects of store operations and in ensuring the successful delivery of the company’s philosophy, values, and vision of raising the overall level of health in the community• Organized events and speaking engagements in the community to foster education in healthy lifestyles• Key role in creating and implementing a referrals program, marketing strategies, and social media projects• Trained, scheduled, and energized staff, and assisted in evolving in-store functions and flow• Directly supervises PLN-Educators when managing the floor; plays a hands-on roll in their development• Monitored inventory flow of product and supplies, as well as cash flow and accounts payable• Educated and encourages clients towards a healthier lifestyle through nutrition and building relationships
Operations Clerk
• Medicare case file data entry; recognized for consistently surpassing daily quota • Editing, mailing and faxing time sensitive documents in accordance with HIPAA Privacy Rule • Utilizing multiple databases and programs simultaneously including MS Office and other databases• Trained in and rotated among multiple tasks throughout the day based on daily priority and workload
Colleagues at insightsoftware
Other employees you can reach at pendo.io. View company contacts for 452 employees →
Julian Smith
Colleague at InsightsoftwareLos Angeles Metropolitan Area, United States
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Laura Baverman
Colleague at InsightsoftwareRaleigh, North Carolina, United States
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Nick Weiss
Colleague at InsightsoftwareBoston, Massachusetts, United States
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Danielle Goh
Colleague at InsightsoftwareNew York, United States
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Francesca Bragan
Colleague at InsightsoftwareRaleigh, North Carolina, United States
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Sameer Khiroya
Colleague at InsightsoftwareLondon, England, United Kingdom
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Lara Poppel Harrison
Colleague at InsightsoftwareRaleigh, North Carolina, United States
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Cole Mitteness
Colleague at InsightsoftwareDallas, Texas, United States
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Taylor Hooker
Colleague at InsightsoftwareDallas, Texas, United States
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Chris Russell
Colleague at InsightsoftwareGreater Boston, United States
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Jennifer Lehner education
Bachelor Of Science (B.S.) Magna Cum Laude, International/Global Studies
Semester Abroad Program In French Language And Culture
Frequently asked questions about Jennifer Lehner
Quick answers generated from the profile data available on this page.
What company does Jennifer Lehner work for?
Jennifer Lehner works for insightsoftware.
What is Jennifer Lehner's role at insightsoftware?
Jennifer Lehner is listed as Salesforce CPQ Administrator at insightsoftware.
Where is Jennifer Lehner based?
Jennifer Lehner is based in Raleigh, North Carolina, United States while working with insightsoftware.
What companies has Jennifer Lehner worked for?
Jennifer Lehner has worked for Insightsoftware, Pendo.Io, San Diego Workforce Partnership, Project Leannation, and Maximus.
Who are Jennifer Lehner's colleagues at insightsoftware?
Jennifer Lehner's colleagues at insightsoftware include Julian Smith, Laura Baverman, Nick Weiss, Danielle Goh, and Francesca Bragan.
How can I contact Jennifer Lehner?
You can use AeroLeads to view verified contact signals for Jennifer Lehner at insightsoftware, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Lehner attend?
Jennifer Lehner holds Bachelor Of Science (B.S.) Magna Cum Laude, International/Global Studies from Saint John Fisher College.
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