Lisa Marcinkus Email & Phone Number

Austin, Tx, Us

Austin, Texas Metropolitan Area

Austin, Texas, United States

• CRM user support, configuration changes, dashboards and report creation, process development and implementation. • Develop PowerBI into a reporting engine to drive business decisions and provide leading indicators.• Data management to improve CRM data quality, implementing rules and automation as needed.• Serving as business owner of the CRM tool, driving efficiencies to better serve the sales process.• Drive the systems to be the “Single Source of Truth” partnering with sales to develop activity reports,product adoption, and territory and segment analysis.• Manage ticketing system and coordinate with IT on system development.• Management of integrated applications and third party suppliers to define the digital client experience.• Technical documentation and basic systems training.

Austin, Texas, United States

Austin, Tx

Project Manager on Salesforce.com roll-out to 700 users internationally. Responsible for process development, documentation, training, Change Management, and user support.

Austin, Texas Area

Manage strategic ODM and supplier partnerships to improve quality and strengthen supply chain Identify process and quality changes designed to improve manufacturing capabilitiesPrioritize production schedules based on available manpower, capacity and materials requirementsOversee a team of five Sales Operations SpecialistsEnsure timely response to operations issues impacting customer satisfaction; acts as an interface in the establishment of and ensuring conformance to customer/vendor requirementsMaintain EDI transmissions between Xplore and ODMsParticipate in monthly QBRs to rate success of ODM and supplier partnerships

Served as the company's Salesforce.com/Pardot/Hubspot AdminAdvised sales and marketing leaders on enablement, reporting/analytics, and strategy/planningGathered insights, feedback and best practices to develop processes that enhanced sales and marketing performanceProvided recommendations based on strategic objectives, forecasts and performance metricsEnhanced productivity by enabling the team to work smarter by simplifying processes, recommending new tools, and providing access to information Integrated new apps into Salesforce.com to help the sales team with its biggest challenges

Austin, Tx

Managed multiple sales teams by monitoring and reporting on metrics and KPIs, managing pipelines, and improving sales skills. Heavily involved in multiple Salesforce.com merges which required object creation, new reports, dashboards, processes and training. Developed and maintained reports that gave management the data they needed to ensure the efficiency and productivity of their teams.Responsible for sales process creation, delivery, training and compliance.Determined how to track sales actuals against forecasts Partnered with Finance, Marketing and Content developers Created renewal process for multiple business units to gain an 80% renewal rate overall. Improved data accuracy by identifying gaps in systems knowledge. Created training curricula to correct those gaps.

Austin, Tx

Responsible for identifying, researching and engaging small- to medium- sized businesses to participate in Google’s new business venture, Google Offers. Regular day consists of fifty plus calls to Merchants, both scheduled appointments and cold calls. Sold a brand new product and concept to business owners through cold-calling with a very short sales cycle. Succeeded in meeting and/or exceeding sales goal each month after a short ramp-up period.Earned the respect of my manager, team leads and co-workers by exhibiting a high level of work ethic. Maintained high levels of productivity, call numbers, contact with decision makers, and sales numbers. Performed strongly in a start-up, with ever-changing expectations and requirements.Managed my pipeline through frequent changes in available cities and dashboard needs.Was able to transition to a very short sales cycle, although my previous experience consisted of a much longer one.

Primary responsibility to sell Medicare Advantage and Medicare Supplement through company leads, as well as cold calling and Client referrals. Most sales done through home visits. Also maintained relationships with doctor's offices, senior centers, and other community resources as a means of referrals. Achieved sales goals monthly for Medicare Advantage and Medicare Supplements, as well as other products, including Individual Health, Dental, Life and Supplemental policies. Increased Client base by cold calling on businesses, medical facilities, previous Clients and by asking for referrals from current Clients.

Responsible for marketing health insurance products to a hierarchy of agents, to then be sold to the end user. Constantly adding new agents to hierarchy by cold-calling and direct mail campaigns. Continuously increasing sales performance by cultivating exceptional relationships through solutions-based selling and delivering value-added service.Built new territory from point zero to $1M in annual sales in first year by administering satisfaction-oriented service strategies that resulted in long-term, mutually profitable relationships between company and agent.Exceeded sales goal by more than 150% over last three years, with annual sales at $2.5M in 2009.Achieved President's Club last three years through exceptional sales performance; ranked the number one salesperson in the company, 2009.Led highly profitable new product introduction in 2007 which bolstered sales in our most profitable market segments.Mentor new and existing territory reps on relationship management, solutions-based selling, and advanced product knowledge.

Assisted group health clients through the annual renewal process by analyzing last year's rates, current group demographics, plan utilization and current budget. Ever increasing rates caused a need for an analysis profile and creative solutions to fill the group benefits requirement for hospitals in Wisconsin. Managed over 30 accounts, which included some of the largest hospitals in the state.Led introduction of new health products which increased sales persistency and decreased costs for clients, which led to relationships with mutual satisfaction.Maintained and constantly analyzed client census materials to prepare for renewals, and to propose cost-saving solutions.Maintained relationships with key players within the hospital structure, as well as with different insurers who actually maintained the products we sold.

Bs, International Business Management

Health/Life Insurance Licenses, seven states Courses completed for LUTC and AHIP, insurance industry continuing education programs

High School Diploma, General