Lisa Nicholson Email and Phone Number
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Extensive experience leading CRM and technology implementations, with a strong background in sales enablement initiatives and customer facing sales/training rolesKey Skills: Digital technology and CRM Strategy and Execution, Training (virtual and classroom) , Metrics, Program Management, Business Analysis
Htlf
View- Employees:
- 507
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HtlfBartlesville, Ok, Us
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Lead Business Systems AdministratorHtlf Aug 2021 - PresentDenver, Colorado, Us
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Crm Administrator/Business Analyst IiHtlf Jan 2015 - Aug 2021Denver, Colorado, UsProvided leadership for enterprise deployment and adoption of Salesforce CRM and EnAct CRM across banks and business lines to include consultation, business analysis, development and training; led workstream for agile deployment of Salesforce CRM as a part of enterprise initiative to launch Salesforce and the nCino loan origination platform Heartland Financial is a $20 billion+ diversified financial services company providing commercial banking, mortgage, investment, insurance, wealth management and consumer finance services to individuals and businesses for 11 banks in 12 states and growingEnAct CRM is a Fiserv solution customized for banking, built on the world-class Microsoft Dynamics CRM platform
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Consultant/Direct Channel ManagerBank Consulting, Yrc Jan 2013 - Jan 2015Provided consulting and strategic planning for community banks to increase sales productivity, including development of comprehensive sales training best practices and programs, sales tools and sales process/technology alignmentDefined and executed the Direct Channel marketing and sales plan to increase revenue for a new customer segment to improve multi-channel experience- Established marketing automation and reporting processes, website audit, and business case for market segmentation and lead management
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Vp Enterprise Sales/Vp Director Learning & Growth/Corporate Sales Training ManagerUmb Bank 2004 - 2013Kansas City, Mo, UsLed initiatives to to transform the sales and customer experience, drive growth and efficiencies related to CRM, enterprise sales process, technology and training (B2C and B2C channels)- Led end-to-end program implementation for CRM and sales process alignment (Siebel/ Oracle, Mobile, Email Marketing, other) partnering with Project Management Office, utilizing SDLC and change management best practices- Developed strategies and technology and process execution plans for sales training, prospecting, segmentation, lead campaigns, performance management, sales reporting tools and metrics- Managed strategy and implementation for national Sales Conference, Regional Rallies and sales awards program- Developed and facilitated sales and sales coaching workshops, along with follow-up coaching programs for managers and associates using webex and meeting guides to reach diverse audience- Reorganized and managed enterprise-wide training department (facilitation, technology and instructional design team) to align business line training needs with strategic priorities- Led development and implementation of an enterprise sales training program, creating a sustainable, yet tailorable, multi-format approach which embraced company values and provided foundational sales training across divisions -
Sales Manager/Key Account ExecutivePepsi Bottling Group/Pepsico 2002 - 2004Purchase, New York, UsLed sales and operations for Tulsa market including forecasting, executing brand standards and sales team development- Staffed and effectively turned around results to meet sales and distribution objectives; implemented processes to improve profitability, communication and improve team morale- Achieved targeted price, profit and volume objectives on all intro and high margin packages- Sold national key account programs utilizing syndicated data, analytic tools and models to ensure profitability -
B2B Sales, Sales Management And Training Leadership RolesHallmark Cards, Bha 1993 - 2002
Lisa Nicholson Skills
Lisa Nicholson Education Details
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University Of Wisconsin-MadisonGraduate School Of Banking -
Kansas State UniversityMarketing
Frequently Asked Questions about Lisa Nicholson
What company does Lisa Nicholson work for?
Lisa Nicholson works for Htlf
What is Lisa Nicholson's role at the current company?
Lisa Nicholson's current role is Lead Business Systems Administrator at HTLF l Certified Salesforce Business Analyst l Certified Professional Scrum Master.
What is Lisa Nicholson's email address?
Lisa Nicholson's email address is li****@****umb.com
What is Lisa Nicholson's direct phone number?
Lisa Nicholson's direct phone number is +181686*****
What schools did Lisa Nicholson attend?
Lisa Nicholson attended University Of Wisconsin-Madison, Kansas State University.
What skills is Lisa Nicholson known for?
Lisa Nicholson has skills like Crm, Sales Operations, Sales Management, Management, Sales, Strategy, Sales Process, Project Management, Business Development, Cross Functional Team Leadership, Direct Marketing, Enterprise Software.
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