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.

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.

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.

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.

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.

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.

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.

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.

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