Lisa Stacy Email & Phone Number

Toronto, On, Ca

Team Leadership: Manage Legal Operations team. Provide guidance and support to legal staff in the implementation of operational initiatives. Strategic Planning: Reporting directly to the Chief Legal Officer, collaborate to develop and implement strategic initiatives aligned with overall business objectives. Develop and execute a multi-year strategic roadmap for the Legal Operations function to support a growing Legal team.Process Improvement: Drive automation, process improvements and best practices across the Legal Team. Evaluate and improve how legal intakes, assigns, and manages legal work. Assist the department’s efforts to create and refine templates, knowledge bases, and playbooksProject Management: Lead and support cross-functional projects and initiatives on behalf of Legal. Use interpersonal skills to engage, influence, and align stakeholders at all levels. Facilitate company-wide training on Legal tools, train the team and the broader organization on legal processes and procedures (e.g. new software or process rollout). Create and drive relationships with other key company functions, such as GTM, Finance, and IT to identify dependencies and facilitate collaboration with cross functional teams.Manage all aspects of legal vendor relationships Technology Management: Plan for, select, implement, champion, and maintain legal tech, including a CLM tool. Serve as business system owner for projects and drive adoption of technologies to increase efficiencies.Data Analytics and Reporting: Utilize data analytics to assess legal department performance and identify areas for improvement. Develop regular reports for Legal leadership, highlighting key metrics and performance indicators.Compliance and Risk Management: Ensure legal operations adhere to regulatory requirements and industry standards. Mitigate legal risks and maintain a strong risk management framework.

San Jose, Ca, Us

•Supported management and execution of the Legal technology roadmap and suite of technology for department • Led the project to select, implement, and optimize digital contract lifecycle management (CLM) tool Ironclad.◦ Managed internal implementation team and coordinated efforts between internal and vendor teams ◦ Worked with Commercial Legal team to map out the existing end to end contracting process including required approvals and authorized signatories components ◦ Identified, created, and improved legal workflows, focusing on efficiency, scale and operational excellence ◦ Proactively coordinated and managed tasks and milestones to achieve implementation targeted time frames and ensure goals were achieved ◦ Led change management by building strong relationships, credibility, and partnerships with cross-functional teams such as Sales Operations, IT, Finance, and Sales Enablement, in order to implement successful legal contracting solution ◦ Developed all documentation materials like user guides, QRGs, and FAQs to train and educate users from Legal, Sales, and Revenue Accounting teams ◦ Acted as Ironclad system administrator post-implementation• Contributed to the development of content and strategies for Department All Hands meetings.• Created Legal department directory and ensured all team members’ legal subscriptions were up to date• Created Legal intranet site to house forms, templates, resources, and process documentation• Supported the creation and management of department working groups.• Supported efforts to improve and streamline department onboarding plan for new hires

Denver, Co, Us

• Participated in broad range of contract management activities, including negotiating, structuring, and administrating contractual documents with customers, partners, and vendors, both domestically and internationally• Developed organizational systems for the management and effective implementation of contractual obligations• Proactively sought to identify process and system improvements to achieve scalability to aid in the increased efficiency of work streams• Trained new Legal team hires on processes and procedures, including Salesforce, DocuSign, and LinkSquares, and company policies• Acted as liaison between Professional Services and Legal team by collaboratively creating statement of work templates, cross-training internal PS teams, streamlining workflows between teams, and assisting in customer negotiations related to statements of work• Lead the project to implement LinkSquares, a contract lifecycle management system and contract repository-Worked with LinkSquares for several months to map out the CLM implementation process and document migration-Oversaw implementation and provided necessary feedback to enable smooth migration-Maintained system data integrity post implementation and migration-Acted as administrator for Legal and Governance, Risk & Compliance teams• Created and maintained Legal intranet site which included forms, templates, resources, and process documentation• Initiated and documented delegated signing authority process in order alleviate administrative burden on Legal team as company continues to grow• Co-Chair of the Working Families Employee Resource Group

Calgary, Alberta, Ca

• Assisted in creating, vetting, distributing, tracking, and filing master agreements and confirming contracts for all sale transactions keeping in mind various interdepartmental compliance tasks• Worked hand in hand with Legal team to create and vet new contract language • Created and maintained extensive training materials and process documentation to mitigate risk especially during job transitions and onboarding of new hires• Trained five new team members to excel in a highly detailed and technical environment • Enforced established Sarbanes-Oxley guidelines to create price entries according to contractual terms and complete audit packets on all assigned pricing entries.• Provided any ad hoc sales reporting to sales team as needed with continued support/training on use and function of reports• Created an extensive audit report to ensure accurate invoicing from retail carriers • Managed and troubleshooting of highly technical terminal interfaces fed into SAP by collaborating with IT, terminal staff, and carriers to identify and process sales order records that have erred out• Facilitate SAP system configuration changes and ongoing testing as project lead by collaborating with IT and other stakeholders -Provisional billing implemented which required collaborative work with IT to build new provisional rules and adjust the formula used for pricing to cover a non-standard volume conversion rate in order to achieve the sales team’s desired pricing strategy• Participated in Suncor United Way corporate giving campaign as committee Treasurer for 4 years.

Louisville, Co, Us

• Produced accurate and detailed daily/quarterly/yearly sales reports using SAP system and Excel • Assisted IT department in creating reporting structure inside SAP BusinessObjects and queries inside SAP during first 3 months of employment• Created analytical sales forecasting tools for upper management and field sales team to facilitate sales funnel management strategies • Consistently collaborated with Customer Service department regarding sales orders and reporting• Instrumental in decision making process for strategic placement of sales territory alignment and mapping as new sales people were hired• Coordinated and completed training of new sales or clinical team members as it pertained to sales and marketing strategies and processes• Independently coordinated all aspects of conventions, regional tradeshows and corporate events for our division, including managing vendor relations and price negotiations• Acted as an Executive Assistant to the Vice President of Sales & Marketing by managing his calendar, travel arrangements and other day to day needs

• Administered Salesforce CRM system for over 30 users’ companywide.- Worked with Salesforce data architect for 3 months to map out the CRM build and implementation process - Oversaw implementation and provided necessary feedback to data architect to enable a smoother process- Maintained database data integrity- Created, enhanced, and interpreted reports for marketing and sales managers- Created new workflow processes for sales leads, opportunities and customer service tickets to facilitate better overall optimization- Created all quotes for our database subscription product line. This included single schools, entire school districts, as well as state government accounts and military accounts.• Responsible for all RFP management and inquiry completion for our department including analysis of highly detailed and extensive government bid documents• Promoted from administrative support position to sales account manager in less than 6 months and assisted in interviewing and selecting replacement for support position• Built meaningful relationships with our distributing partners to maintain a lucrative working relationship and increased sales • Worked closely with Customer Service and Accounts Receivable departments to meticulously monitor and ensure accuracy of billing and collection endeavors• Collections team often depended on me as a backup collections agent for the product line my department sold which was a yearly database subscription service• Responsible for managing a small direct sales department in supervisor's absences, which included managing temporary employees and contract sales reps in the field• Trained new hires in sales department on all internal systems• Coordinated and scheduled all aspects of annual sales summit meeting, including travel, food, accommodations, and meeting space for remote employees

• Worked closely with admission sales teams in order to ensure success of new students • Assisted students through every step of the financial aid and registration process• Exceeded company goals of document collection and student retention rates consistently by 10% • Demonstrated ability to successfully take on various tasks simultaneously in a fast paced environment• Awarded for surpassing established levels of customer service for all external and internal customers

Scottsdale, Arizona, Us

Wrote and edited published articles for a lifestyle magazine called 944. Attended local cultural events as a company representative and provided photos for the magazine's event section.

Wrote ad copy for our largest account Mossy Nissan. Helped with traffic coordination for television ads. Basic clerical duties like phones and filing.