Lauren Poad
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Lauren Poad Email & Phone Number

Lead Consultant at Forvis Mazars US
Location: Raleigh-Durham-Chapel Hill Area, United States, United States 11 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Lead Consultant
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size

Who is Lauren Poad? Overview

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Lauren Poad is listed as Lead Consultant at Forvis Mazars US, a company with 28 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Lauren Poad.

Lauren Poad previously worked as Senior Consultant at Bkd Technologies and Microsoft Dynamics Business Analyst at Ledgeview Partners. Lauren Poad holds Bachelor Of Science (B.S.), Business Administration, Management And Operations from North Carolina State University.

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Forvis Mazars US

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Profile bio

About Lauren Poad

Microsoft Dynamics Senior Consultant/Business Analyst with 10 years of Dynamics 365 experience.

Current workplace

Lauren Poad's current company

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Forvis Mazars US
Forvis Mazars Us
Lead Consultant
Chapel Hill, NC, US
Website
Employees
28
AeroLeads page
11 roles

Lauren Poad work experience

A career timeline built from the work history available for this profile.

Avp Crm Client Service Manager

-Work with team members and other managers to promote consistent application of standard processes, best practices, and controls created to achieve high quality training and support for our clients from conversion, implementation, through to support-Monitor and review daily Key Performance Indicators (KPIs) to confirm all client inquiries are responded to.

Sep 2017 - Apr 2020

Sr. Client Services Specialist

Raleigh-Durham, North Carolina Area

  • Serve as an escalation point for team members regarding advanced CRM processes, projects and training
  • Custom fields consultant responsible for identifying a business need for appropriate client requested fields and implementing them into CRM
  • Analyze customer's business and technical requirements and deliver appropriate solutions
  • Analyze and discuss solutions for client's requirements with regards to 3rd party applications and use of Tamarac's data outside of Tamarac products
  • Provide continuing education to internal employees and clients on how to effectively use Tamarac CRM in their practices
  • Communicate proactively with clients regarding product and program information, supportability issues, and strategic product plans where appropriate
Sep 2016 - Sep 2017

Client Service Associate

Raleigh-Durham, North Carolina Area

  • Serve as an escalation point for team members regarding advanced CRM processes, projects and training
  • Custom fields consultant responsible for identifying a business need for appropriate client requested fields and implementing them into CRM
  • Respond to and resolve client technical service requests
  • Ensure timely resolution of customer issues, escalating when necessary. Ensure clients receive responses to phone/on-line requests within service level response times, as specified per contractual agreements and in.
  • Analyze customer's business and technical requirements and deliver appropriate solutions
  • Analyze and discuss solutions for client's requirements with regards to 3rd party applications and use of Tamarac's data outside of Tamarac products
Jun 2014 - Sep 2016

Business Development Consultant

Reston, VA

  • Information Technology Business Development Consultants (ITBDCs) receive Campaign Members from Marketing that include both Commercial & Public Sector accounts for all of North America. ITBDCs are responsible for.
  • Demand generation for all LOBs across the entire market.
  • Demand generation from inbound calls via the 1- 800-633-0737 as well as chats through Contact Center Anywhere.
  • Demand generation from outbound prospecting following up on marketing campaigns & events, and CRM OnDemand Trials, etc
May 2013 - May 2014

Career Development Center Ambassador

Raleigh-Durham, North Carolina Area

Presented career-related programs in residence halls, as well as for campus clubs and organizationsRepresented the Career Development Center at campus events, open houses, and career fairsPromoted Career Development Center programs such as co-op, internships, and externships by sharing experiences with other studentsServed as an informal career resource to.

Jan 2013 - May 2013

Supply Chain Club Officer

Raleigh-Durham, North Carolina Area

Elected to be on the supply chain club board of officersResponsibilities included participating in each supply chain club activity, assisting in recruiter networking event, and providing information to students pertaining to supplychain

Aug 2012 - May 2013

Campus Ambassador

Raleigh-Durham, North Carolina Area

Sep 2012 - Dec 2012

Procurement Intern

Raleigh-Durham, North Carolina Area

Worked with BCS procurement team through undergraduate supply chain practicum programat NCSU to conduct an evaluation of payment terms versus actual payment transactions andidentify non-conformityEvaluated payment term compliance to improve overall financial performance of the businessKey deliverable was a full evaluation of payment terms starting from.

Aug 2012 - Dec 2012
1 education record

Lauren Poad education

  • North Carolina State University
    North Carolina State University
    Business Administration, Management And Operations
FAQ

Frequently asked questions about Lauren Poad

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What company does Lauren Poad work for?

Lauren Poad works for Forvis Mazars US.

What is Lauren Poad's role at Forvis Mazars US?

Lauren Poad is listed as Lead Consultant at Forvis Mazars US.

Where is Lauren Poad based?

Lauren Poad is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Forvis Mazars US.

What companies has Lauren Poad worked for?

Lauren Poad has worked for Forvis Mazars Us, Bkd Technologies, Ledgeview Partners, Tamarac Inc., and Oracle.

How can I contact Lauren Poad?

You can use AeroLeads to view verified contact signals for Lauren Poad at Forvis Mazars US, including work email, phone, and LinkedIn data when available.

What schools did Lauren Poad attend?

Lauren Poad holds Bachelor Of Science (B.S.), Business Administration, Management And Operations from North Carolina State University.

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