Lisa Mcneilage, Ba Email & Phone Number

Greater Toronto Area, Canada

Precisely is the rebrand company name of Syncsort.The Renewal Coordinator supports the Renewal Team by ensuring the accuracy and completeness of all renewal records, pricing renewals, preparing quotes and aiding in the booking process. This role closes the loop and fills the gaps in all renewal processes from the beginning of the life of a contract and throughout its renewal history. Ensuring the renewal flows through to all back office systems and provides accurate information for all areas of the business but most essentially giving the customer a clear and defined picture of their holding and a first class experience with the business each year.

Greater Toronto Area Metropolitan Area

Syncsort acquired my division of Pitney Bowes in November 2019. I continued with my previous role with a focus on customer relations, Salesforce.com utilization and support of the sales team.

Toronto, Ontario, Canada

Note: Pitney Bowes was acquired by Syncsort in 2019• Maintain regular contact with customers and follow-up on issues during renewal process• Provide accurate weekly/monthly/quarterly sales forecasts• Act as Super-User for the Salesforce.com CRM system• Collaborate with Sales teams during renewals to achieve superior customer experience• Work closely with end users to ensure that all current customers are contacted with regards to expiring Subscription & Support renewals • Verify the integrity of all quotes prior to sending all information to customers

Toronto, Ontario, Canada

Note: MapInfo was acquired by Pitney Bowes in 2007 and I was retained to remain with the new organization)• Ensure contract accuracy. Manage contract amendments and billings• Assist with special projects such as report generation, sales-related research and development of presentations• Support Sales team in retrieving essential client information, creating RFPs, and demonstrating software• Maintain up-to-date training manuals and files