Lisa Yi Email & Phone Number

Lewes, DE, US

Atlanta, Georgia, United States

• Responsible to own, deepen, and continually build relationships with dealer to upsell products
• Provided insight and consultative techniques to provide industry trends, strategies, and challenges
• Discuss, present, and demonstrate key advantages of the Xtime platform
• Leveraged consultative expertise to drive cross-functional sales, successfully promoting and selling products across multiple business units

Atlanta, Georgia, United States

• Responsible for the successful set-up and configuration of Xtime
• Meet with dealers to review, recommend and enter their setup information
• Test and validate data loaded accurately and functioning properly
• Conduct virtual trainings for all Xtime products
• Maintain and conduct Xtime University classes
• Identify opportunities to upsell additional Cox Automotive services for a streamline process

Atlanta, Georgia, United States

• Provide and execute service department training utilizing Xtime product, Scheduling, Engage and Inspect
• Ensure close to 100% utilization of Xtime from each team member
• Conduct leadership/owner meetings to discuss expectation and provided consultative feedback to ensure efficiency and improve revenue
• Identify opportunities to upsell additional Xtime services for a streamline process
• Troubleshoot errors and providing resolution
• Ensure set up of Xtime is appropriate for respective dealers

Baltimore, MD

• Work with customers to develop relationships and help to enhance the sales process
• Ensuring the F&I department is maximizing gross profits
• Provide training and support to the sales staff and assist in closing deals
• Help manage all other aspects of the Sales department
• Desk deals and track gross logs using DealerTrack
• Appraise vehicles for trade in and wholesale using VAuto

Hampstead, Maryland

• Built and implemented a new BDC Department. Proven success by contributing to the record breaking sales in August 2018 (Units Sold: 168), December 2018 (Units Sold: 177) and January 2019 (Units Sold: 201)
• Ensure daily goals are reached by each Business Development Center (BDC) Representative
• Confirm appointments
• Turn over (TO) phone ups if no appointment was set
• Contact all No show and Unsold follow-up opportunities
• Ensure all Sales Opportunities were entered into CRM for follow-up

Hampstead, Maryland

• Oversee the Sales staff and proper procedures are in place and followed
• Attend to customer complaints, ensuring that a high level of customer satisfaction is obtained
• Ensure vehicle are properly advertised on 3rd party sites
• Ensure Inventory vehicles are being properly entered into the VAuto system
• Oversee in the CRM transition from DealerSocket to VIN Solutions
• Oversee in the DMS transition to DealerTrack

Hampstead, Maryland

• Present warranties, gap insurance, extended warranties, lo-jack, wheel & tire value add options
• Log deliveries accurately and in a timely manner
• Assist with customer loan application and approval process

Baltimore, Maryland Area

• Assist in development of a new program called Service Drive by Royal
• Present potential clients with the Service Drive by Royal program
• Coordinate marketing plans to increase sales/volume for client
• Train clients using multiple, successful sales techniques in selling service contracts
• Develop marketing material to assist in product presentation
• Assist in conflict resolution

Hanover, Maryland

• Dealing the games and monitoring monies of the table at all times
• Controlling gaming cards and equipment
• Analyzing customer play for cheating scams and suspicious variations in play
• Paying wins and taking losses
• Ensure the safety and security of guests and employees
• Promote the Rewards Program registration and membership

Ellicott City, Maryland

• Represent the interest of either the seller or the buyer in a real estate transaction
• Conduct a fiduciary relationship that is defined by Maryland law
• Assist clients to determine the value of a property when they want to either buy or sell a property
• Prepare market analysis statistics
• Provide tips to help sellers stage property to appeal to buyers
• Advertising listed properties to other Realtors® and potential buyers

Hanover, Maryland

• Assist new and existing clients with account openings, retirement planning, investing and lending assistance
• Strengthen and develop new business to existing and non-existing clients; such as online banking, leasing office equipment, refinancing opportunities, merchant services and payroll services
• Help identify client’s current needs and unperceived needs
• Assisted in coaching session with tellers on how to identify needs while clients are in front of them
• Traveling to non-existing business clients to offer products to assist in saving time and money
• Refer client to business partners within the Wachovia Corporation

Hunt Valley, Maryland

• Customer Service Senior Account Manager
• Provide reports, statistics and goals to the team to ensure effective internal communication as needed
• Maintain goals for inbound call center such as average call handle time, after call work, late fee adjustments and initial call resolution
• Promote financial products and services to inbound callers
• Resolve concerns/issues addressed by cardholders and peers
• Participate in improving cost savings, customer satisfaction, efficiency and revenue generation

Golden Ring, Maryland

• Supervised/trained associates in company policies and operations of cash registers
• Maintained associates performance reviews and work schedules
• Provided customer with answer/help in establishing appropriate purchase of merchandise
• Increased sales by identifying specific trends and developing new marketing tactics
• Responsible for executing initial interviews with future associates

White Marsh, Maryland

• Maintained the security of the monetary fund
• Completed and resolved paperwork and discrepancies of cash
• Assisted in technical issues with the cash register program- GENESIS
• Assisted in the Accounts Payable and Installed Sales department
• Assisted in employee’s training and human resource paperwork
• Responsible for the entry and completion of payroll