Lisa Mccoole
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Lisa Mccoole Email & Phone Number

Business Operations | Inspiring Teams | Workflow Automation and Application Integration | Software (SaaS) Growth | Digital Transformation | Sales Enablement | Sales and Training Professional at PiF Technologies
Location: United States 10 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Business Operations | Inspiring Teams | Workflow Automation and Application Integration | Software (SaaS) Growth | Digital Transformation | Sales Enablement | Sales and Training Professional
Location
United States
Company size

Who is Lisa Mccoole? Overview

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Lisa Mccoole is listed as Business Operations | Inspiring Teams | Workflow Automation and Application Integration | Software (SaaS) Growth | Digital Transformation | Sales Enablement | Sales and Training Professional at PiF Technologies, a with 32 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Lisa Mccoole.

Lisa Mccoole previously worked as Director of Professional Services at Pif Technologies and Chief Operating Officer at Docuphase. Lisa Mccoole holds Bachelor Of Science - Bs from University Of New Hampshire.

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Email format at PiF Technologies

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PiF Technologies

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Profile bio

About Lisa Mccoole

Results-driven and energetic sales professional with over two decades of experience in sales, sales management, training, and senior operations roles. Accomplished Digital Transformation Consultant with 19 years of Business Process Management expertise. I am a positive, energetic team player who always wears a smile. My approach involves leveraging software technology to centralize data for real-time and historic analytics. With expertise in implementing document management with workflow automation, advanced OCR/ICR capture software, custom integrations, CRM and ticketing systems. I am a dynamic leader, adept at building and mentoring organizations, teams, and individuals. My approach emphasizes cross-team collaboration, innovation, and operational streamlining. Empowering the team to do their job well. Success is all about teamwork, and I am committed to nurturing a culture that supports customers and each other.My passion lies in people, process improvement, automation, and change management. I create a positive culture with my can-do attitude and by wearing a smile. I find fulfillment in delivering added value to customers, employees, partners, and the business. My dedication to helping stakeholders achieve positive results is unwavering.Professional Experience Snapshot:• 8 years of operation and sales management• 20 years of direct and partner-driven consultative sales• 19 years of digital transformation in document management and workflow automation, including ERP, CRM, and web integration• 20 years of employee, partner, and customer training development and deliveryExpertise Areas:• Sales And Operation Leadership• Business Process and Workflow Automation• Cross-Functional Team Leadership• Consultative Selling• SaaS (Software as a Service)• Sales Enablement• Merger and Acquisitions• Training and Development• Business Metrics and Reporting • Channel and Direct Sales Management• Go-to-Market Strategy• C-Level Engagement• Revenue and Profit Growth• Performance Metrics via KPIs• Strategic Planning and Execution• Market Trend AnalysisMy goal is to delight customers by delivering results and providing innovative solutions. If you've read this far and are interested in connecting, please send me an InMail or email me directly at lmccoole1@gmail.com.

Current workplace

Lisa Mccoole's current company

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PiF Technologies
Pif Technologies
Business Operations | Inspiring Teams | Workflow Automation and Application Integration | Software (SaaS) Growth | Digital Transformation | Sales Enablement | Sales and Training Professional
hooksett, new hampshire, united states
Employees
32
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10 roles · 35 years

Lisa Mccoole work experience

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Director Of Professional Services

Current

Hooksett, New Hampshire, United States

Nov 2023 - Present

Chief Operating Officer

Portsmouth, New Hampshire, United States

Apr 2021 - Jun 2023

Chief Operating Officer And Vice President Of Sales

Treeno Software (Acquired By Docuphase)

Portsmouth, New Hampshire

Transformed Treeno Software into a leading SaaS based Document Management and Workflow Automation Solution which could be deployed as an extension of a customer’s core business application. Drove exponential revenue growth while fostering inter-departmental synergy. Readied the business for sale for the President.

Jan 2017 - Apr 2021

Vp Of Channel Sales

Treeno Software (Acquired By Docuphase)

Successfully transitioned from a direct sale to a partner-centric model, diversifying the target audience for rapid growth. Designed and delivered repeatable integrated solutions across diverse industries including insurance, finance, K - 12 Schools, government, healthcare, non-profit and manufacturing. • Utilized strong presence and public speaking skills to deliver compelling technical and sales presentations at conferences, partner training sessions, and C-level customer meetings.

2010 - Jan 2017

Director Of Channel Operations

Treeno Software

Transitioned Treeno Software from an on-premise software delivered platform to a SaaS solution. Secured a national contract with a large insurance organization to deploy in over 200 locations.

2005 - 2010 ~5 yrs

Client Business Manager

Treeno Software (Acquired By Docuphase)
Nov 2003 - 2005

Client Business Manager

Xwave
2002 - 2003 ~1 yr

Sales And Technology Trainer

Cabletron Systems/ Enterasys Networks
1997 - 2002 ~5 yrs
Team & coworkers

Colleagues at PiF Technologies

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1 education record

Lisa Mccoole education

FAQ

Frequently asked questions about Lisa Mccoole

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What company does Lisa Mccoole work for?

Lisa Mccoole works for PiF Technologies.

What is Lisa Mccoole's role at PiF Technologies?

Lisa Mccoole is listed as Business Operations | Inspiring Teams | Workflow Automation and Application Integration | Software (SaaS) Growth | Digital Transformation | Sales Enablement | Sales and Training Professional at PiF Technologies.

Where is Lisa Mccoole based?

Lisa Mccoole is based in United States while working with PiF Technologies.

What companies has Lisa Mccoole worked for?

Lisa Mccoole has worked for Pif Technologies, Docuphase, Treeno Software (Acquired By Docuphase), Treeno Software, and Xwave.

Who are Lisa Mccoole's colleagues at PiF Technologies?

Lisa Mccoole's colleagues at PiF Technologies include Christopher Bowley, Ny Solo, Doug Morgan, Kristie Murry, and Martin Rodriguez.

How can I contact Lisa Mccoole?

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What schools did Lisa Mccoole attend?

Lisa Mccoole holds Bachelor Of Science - Bs from University Of New Hampshire.

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