Lisa Jacobs

Lisa Jacobs Email and Phone Number

Head of Product Management @ RedBlack Software
Bedford, NH, US
Lisa Jacobs's Location
Bedford, New Hampshire, United States, United States
Lisa Jacobs's Contact Details

Lisa Jacobs personal email

Lisa Jacobs phone numbers

About Lisa Jacobs

In a rapidly evolving fintech and insurance landscape, the key to sustainable growth lies in harmonizing customer success with product innovation, while also maintaining team growth and professional development. As a customer-centric executive, my expertise lies in driving customer success, product development, and revenue growth within the insurance and fintech sectors. I influence innovative product roadmaps, optimize customer journeys, and create tailored experiences that resonate with clients and stakeholders. Throughout my career, I have demonstrated a strong ability to build and lead high-performing teams, fostering a culture of collaboration, excellence, and continuous improvement. I excel at translating abstract ideas into clear, actionable strategies that drive significant impact on the bottom line. As a trusted business partner and advisor, I leverage my insights to systematize processes and enhance team efficiency, focusing on both strategic vision and hands-on execution. I am incredibly proud of my accomplishments throughout my career and am always looking for ways to continue to learn. I am eager to expand my professional network and see what the future may hold. If you would like to connect, please contact me!

Lisa Jacobs's Current Company Details
RedBlack Software

Redblack Software

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Head of Product Management
Bedford, NH, US
Lisa Jacobs Work Experience Details
  • Redblack Software
    Head Of Product Management
    Redblack Software
    Bedford, Nh, Us
  • Intelliflo
    Vice President
    Intelliflo Aug 2022 - Present
    Wimbledon, England, Gb
    I lead multiple teams of top-notch colleagues within intelliflo. My teams are focused on Customer Success and the full Customer Journey lifecycle, devoted to provide exemplary service to our customers related to consulting and professional services, relationship management, implementations and support, and product management. I bridge conversations to work cross-collaboratively across internal teams, partnerships and vendors, and our customers. intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow.
  • Intelliflo
    Director At Intelliflo | Client Services And Relationship Management
    Intelliflo Mar 2021 - Aug 2022
    Wimbledon, England, Gb
  • Redblack Software
    Director Of Client Services
    Redblack Software Jan 2020 - Aug 2022
    RedBlack Software was acquired by Invesco and merged into a single entity, intelliflo, where my experience has continued.
  • Redblack Software
    Manager - Client Support And Relationship Management
    Redblack Software Jun 2018 - Jan 2020
  • Redblack Software
    Client Services Representative
    Redblack Software May 2017 - Jun 2018
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Mar 2016 - Apr 2017
    Milwaukee, Wi, Us
    I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives.Northwestern Mutual is a financial services mutual organization that delivers insurance and investment solutions, including life, disability income and long-term care insurance, brokerage and advisory services.
  • Northwestern Mutual
    Director Of Training And Development
    Northwestern Mutual Nov 2014 - Mar 2016
    Milwaukee, Wi, Us
    Responsible for the proactive, strategic execution and oversight of the New Representative Development System and other agency training programs to ensure alignment with the Mission, Vision and Values of the Network Office and Leadership Team.
  • Northwestern Mutual
    Director Of Internship Development
    Northwestern Mutual Feb 2014 - Nov 2014
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Associate Financial Representative
    Northwestern Mutual Jul 2012 - Jan 2014
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Office Manager - Northbrook District
    Northwestern Mutual Jun 2008 - Jun 2012
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Office Coordinator - Northbrook District
    Northwestern Mutual Jun 2008 - Oct 2008
    Milwaukee, Wi, Us
  • Walter E. Smithe Furniture
    Designer - Vernon Hills
    Walter E. Smithe Furniture Jan 2007 - Jun 2008
    Itasca, Illinois, Us

Lisa Jacobs Skills

Customer Service Leadership Management Time Management Microsoft Excel Microsoft Office Powerpoint Insurance Event Planning Finance Sales Public Speaking Financial Analysis Financial Services Life Insurance Disability Insurance Office Equipment Non Profits Business Development Team Building Strategic Planning Investments Business Continuity Planning Business Coaching Organizational Development Staff Development Human Resources Hiring Personnel Full Life Cycle Recruiting Compensation And Benefits Programs Benefits Negotiation Financial Reporting Financial Risk Risk Management Risk Assessment Microsoft Word Financial Planning

Lisa Jacobs Education Details

  • Eastern Mennonite University
    Eastern Mennonite University
    Psychology
  • Southern New Hampshire University
    Southern New Hampshire University
    Business Finance And Accounting

Frequently Asked Questions about Lisa Jacobs

What company does Lisa Jacobs work for?

Lisa Jacobs works for Redblack Software

What is Lisa Jacobs's role at the current company?

Lisa Jacobs's current role is Head of Product Management.

What is Lisa Jacobs's email address?

Lisa Jacobs's email address is li****@****mfn.com

What is Lisa Jacobs's direct phone number?

Lisa Jacobs's direct phone number is +163033*****

What schools did Lisa Jacobs attend?

Lisa Jacobs attended Eastern Mennonite University, Southern New Hampshire University.

What are some of Lisa Jacobs's interests?

Lisa Jacobs has interest in Economic Empowerment, Civil Rights And Social Action, Politics, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is Lisa Jacobs known for?

Lisa Jacobs has skills like Customer Service, Leadership, Management, Time Management, Microsoft Excel, Microsoft Office, Powerpoint, Insurance, Event Planning, Finance, Sales, Public Speaking.

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