Lisa Lamb Email & Phone Number

Lead data integration initiatives for newly acquired firms, ensuring seamless integration into NFP's CRM (Salesforce) and financial systems.Serve as the primary client contact, addressing inquiries and concerns, and guiding clients through smooth data transitions to maximize their use of Salesforce.Oversee the entire data migration process, focusing on data accuracy, system integration, and process optimization to reduce onboarding time and eliminate bottlenecks.Collaborate with regional financial teams to ensure alignment with regional standards and reporting needs, facilitating a smooth roll-up for new offices.Develop and manage comprehensive project plans using Smartsheet, adapting workflows to address client-specific complexities and ensuring timely delivery.Partner with cross-functional teams to tailor enhancements that meet the unique requirements of new clients, aligning product buildouts with client needs.Manage analyst conversion workflows, ensuring efficiency and accuracy in data handling, resulting in successful project outcomes.

Greater Denver Area

Guided clients through the process of adopting and integrating BenefitPoint via understanding client requirements, customizing solutions and collaborating with internal teams to troubleshoot issues and ensure successful deployments• Develop, define, manage resources and execute project plans with various complexities• Optimized clients processes and delivered measurable improvements in their day to day efficiency and performance• Recognize & mitigate risks in projects and manage changes in project scopes • Cultivate strong relationships with clients by managing expectations and building trust • Ensure projects are delivered on schedule and within budget• Work as liaison between agency and internal teams to tailor software to the needs of the agency• Product SME responsible for process documentation, team mentorship, process improvement and internal communication

Manage multiple agile project implementations • Execute and deliver projects with a high level of customer satisfaction • Communicate project deliverables and manage customer expectations• Consult customers on software application configuration based on their agencies needs • Present and establish best practices for success to clients• Primary contact and advocate for agencies implementing new software• Collaboration with cross functional teams to provide superior customer experience

Denver, Co

Vertafore is the industry leader in modern insurance technology. Thousands of insurance agencies use a breadth of Vertafore solutions to manage and grow their businesses, process claims and mitigate risks. Responsible for the planning, management and implementation of various software solutions.

Denver

Benefits Analyst for Pension Administration Group• Wrote & implemented Retirement Admin procedures for Fiat Chrysler and Sears that resulted in streamlined process• Designed training materials for use on cross-functional teams• As PRD knowledge expert, train teams on new system updates and procedures• Researched, analyzed and evaluated defined benefit contribution pension data to effectively administer pension plans• Continuously identified bottlenecks and provided solutions to improve inefficiencies in our systems and procedures• Manage contractors as well as train and mentor new analyst to ensure a strong, well rounded team• Manage SLA’s (Service Level Agreements) and reporting • Correspond regularly with large, multi-national companies including Fiat Chrysler, Sears and Newmont Mining to maintain high level of customer satisfaction• Compose monthly payment schedules and timelines

Centura HealthCare: Patient Account Representative responsible for accurate and timely resolution of Contract, Commercial and Medicare Accounts Receivable; Research, analyze and resolve account discrepancies for each account, document concise issue resolutionDonor Alliance:Front Desk Receptionist; utilize switchboard to answer incoming calls and respond to general questions regarding Donor Alliance servicesJCR Capital: Filing Clerk; organize and file confidential paperwork in preparation for 2013 audit

Boulder, Co

• Boosted branch rating by 8 places in 3 months• Improved customer experience score 10% from counseling and coaching bank tellers• Increased branch revenue via growing deposits, loans, fee income and cross-sell of bank products• Received high internal audit scores by ensuring compliance in all areas of the branch

Birmingham, Alabama Area

• Recruited for rotational program to develop top talent • Trained with executive instructors and gained thorough understanding of bank operations• Completed Dale Carnegie Leadership and Management Course, Dale Carnegie High Impact Presentations and Omega Financial Accounting for Lenders• First place in team Bank Simulation presented in front of Leadership Team

College Station, Tx

• Optimized shipment productivity by organizing and maintaining product storage room• Increased office efficiency by compiling scientific data into excel spreadsheets and organizing new filing system

Dallas/Fort Worth Area

Full-cycle recruiter for IT firms across the U.S.Devised successful recruiting tactics to identify field workers for a remote client’s corn harvesting

Bachelor Of Business Administration (Bba), Business Administration And Management, General, 3.8

Activities and Societies: Delta Gamma, PREP (business organization), American Women's Business Association In college I was a member.

Bachelor Of Business Administration, Management, 3.8

Activities and Societies: Studied Abroad at The University of Granada in Granada, Spain Summer 2010 Certificate in International Business