Lisa Levy Email and Phone Number
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People leader @ home and @ at Workday. Passionate about leading people and initiatives that positively impact the ability of growth-minded teams and organizations to drive business initiatives forward.
Workday
View- Website:
- workday.com
- Employees:
- 5
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Manager, Digital Value ManagementWorkday Mar 2024 - PresentPleasanton, California, Us-Lead team of Global Digital Value Managers, individuals that empower Workday's global sales organization to efficiently articulate Workday’s tailored value proposition tailored to the specific goals of each customer or prospect. DVMs play a crucial role in driving the adoption and effectiveness of value-based selling at Workday and are directly responsible for impacting customer buying decisions while maintaining focus on the volume of opportunities within their aligned scope.-Consult sellers on effective use of self-serve tools & content for consistent solutions & packages, including building, iterating, and presenting business cases, to substantiate an investment in Workday’s technology.-Support the structure of our reporting & analytics to allow our team to leverage data to share progress & insights with key stakeholders, drive continuous improvement and refine processes to increase global impact.-Lead with a VIBE mindset, compassion, and empathy. -
Principal Value ManagerWorkday Apr 2021 - Mar 2024Pleasanton, California, Us-Co-created and led the Digital VM Pilot program which influenced a high volume of customers and led to increased revenue for Workday. Partnered closely with key stakeholders to launch initiative, define KPIs, and analyze results. -Lead the strategic planning and execution of Value Management (VM)’s Pilot into an indirect strategy to scale the VM practice, upskilling sales professionals in using self-serve assets & tools to value sell effectively and at scale. -Established On-Demand as a brand within VM for thought leadership, value selling upskilling, templates, tools, and self-serve support. Sellers consistently viewed and leveraged the content to support customers in articulating the value proposition of Workday.-Created and implemented initiatives to instill value selling skillsets in sellers, including developing & leading training sessions, establishing new onboarding methods, and influencing enablement offerings to integrate value selling mindsets into sales methodologies.-Led Value Management VIBE Council, a team of Value Managers & leaders dedicated to improving belonging & inclusion within the Value Management Organization. The team planned & executed seven main initiatives including a mentorship program, people leadership readiness program, establishing a long-term partnership with a non-profit, and fostering an equitable recruiting experience. We achieved 86% of documented OKRs during 2023-2024. -
Senior Value ManagerWorkday Apr 2019 - Apr 2021Pleasanton, California, Us-Lead end-to-end value consulting engagements with Workday customers to help communicate the value of Workday to each customer's specific goals and strategic objectives. -Partner with customers to help articulate to C-Level Executives and Board Members the critical value of expanding the Workday platform through discovery interviews, ROI models, and compelling presentations.-Co-Lead Women @ Workday's Chicago Office initiatives to help foster an inclusive, supportive environment for Woman in the Workplace. -
Value ManagerWorkday Jun 2017 - Apr 2019Pleasanton, California, Us-Impacted revenue across LE, ME, and CB businesses as a strategic partner, consistently developing thought leadership and innovative strategies to influence and support complex sales pursuits.-Partnered with prospective customers and customers across North America to define, measure, articulate, and expand the value proposition of Workday solutions with respect to their organizational goals & objectives. -
Senior Business Operations AnalystGroupon Dec 2015 - Jun 2017Chicago, Il, Us-Directly support the COO of the delivery business: conduct custom analyses, develop robust business plans, dynamic models, and decks, manage diverse projects, and create thorough processes to address business challenges and help him and the executive leadership team make critical decisions -Lead cross-functional projects, including building a cost savings model projecting market-level profitability across all US markets to allow the executive team to instantly view projections for a multitude of conceivable scenarios and helped implement recommendations to achieve operational efficiencies.-Managed the deployment of $480K in marketing spend through 10 initiatives to gain new customers, analyzed impact of initiatives, recommended go-forward strategy to senior stakeholders based on highest impact tactics, and collaborated with marketing team to implement optimal initiatives on a larger scale. -Lead a team of data science analysts in building model to project future customer service budget to improve staffing lead-time and efficiency as well as inform product decisions and engineering prioritization. I developed and update monthly market-level P&L report and work with regional managers to effectively leverage data to determine variable factors affecting profitability and best practices across markets.-Events Co-Chair of Women @ Groupon, an employee resource group focused on promoting diversity and inclusion throughout the organization. I've planned a variety of events including fireside chats with senior leaders, panels highlighting women business-owners, and membership mixers, all of which contributed to a 35% increase in membership in 2016. I envisioned, planned and executed the first Speed Networking event, presented a recap of the year's events at the Townhall meeting to all members, and helped craft the 2017 operating plan and budget. -
Senior AssociateNorthern Trust Private Equity Aug 2011 - Dec 2015Chicago, Illinois, Us-Completed data-driven analysis on potential investments as one of ten professionals who invested $2.3B in client capital across six diversified fund-of-fund vehicles, two secondary funds, and five separately-managed custom accounts.-Conducted on-site due diligence, composed memorandums describing merits of investments, and presented opportunities to senior investment professionals. -Responsible for several client relationships, inclusive of preparing and delivering client presentations, building custom analysis, and quickly responding to client requests. I led two Associates in a quarterly portfolio analysis and presented key metrics to the Investment Team. I also led the selection and implementation process for a new CRM platform and oversaw Salesforce.com integration -Mentored a college student through Northern Trust's internship program each summer and also mentored a high school student through Big Brothers Big Sisters. -
Strategic Sourcing Management Consulting AnalystHbr Consulting Aug 2010 - Aug 2011Us-Completed data analysis projects for top law firms focused on reducing non-salary spend across areas including office related products, courier, records management, information services, and other areas. Supported our clients' negotiation process with vendors to achieve 15% - 20% reduction of annual spend per client. -
Strategic Sourcing Management Consultant InternHildebrandt International Jun 2009 - Aug 2009Us-Completed data analysis and client presentation to achieve cost reduction of $190K across two suppliers, 10% of our client’s recurring spend.
Lisa Levy Skills
Lisa Levy Education Details
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Northwestern University - Kellogg School Of ManagementMaster Of Business Administration (M.B.A.) -
Gies College Of Business - University Of Illinois Urbana-ChampaignFinance
Frequently Asked Questions about Lisa Levy
What company does Lisa Levy work for?
Lisa Levy works for Workday
What is Lisa Levy's role at the current company?
Lisa Levy's current role is Manager, Digital Value Management.
What is Lisa Levy's email address?
Lisa Levy's email address is lj****@****ail.com
What is Lisa Levy's direct phone number?
Lisa Levy's direct phone number is +192595*****
What schools did Lisa Levy attend?
Lisa Levy attended Northwestern University - Kellogg School Of Management, Gies College Of Business - University Of Illinois Urbana-Champaign.
What skills is Lisa Levy known for?
Lisa Levy has skills like Financial Modeling, Financial Analysis, Strategic Sourcing, Valuation, Alternative Investments, Project Management, Leadership, Portfolio Management, Microsoft Excel, Data Analysis, Salesforce.com.
Who are Lisa Levy's colleagues?
Lisa Levy's colleagues are Roxanne Kreider-Wykes, Cristian Menguer, Kimberly Lynn, Alvin Campbell, Jason Cundick, Mba, Phr, Barry Beasley, Anne Chatron-Miller.
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