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Experienced Customer Success Manager in the Strategic Enterprise space with a demonstrated history of working in the information technology and financial services industry. Skilled in Business Planning, Sales, Enterprise Software, Customer Relationship Management (CRM), and Sales Operations. Strong professional with a Bachelor of Arts (B.A.) focused in Business Administration and Management, from Saint Mary's College of California and an MBA from Golden Gate University.
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Strategic Customer Success ManagerCohere Jul 2024 - PresentToronto, Ontario, Ca -
Senior Customer Success Manager, Large EnterpriseWorkday Adaptive Planning Nov 2021 - Jul 2024Pleasanton, California, Us -
Senior Customer Success Manager, StrategicFinancialforce Jul 2017 - Oct 2021San Jose, California, UsI provide exceptional client services, including providing oversight of implementation, onboarding, product adoption across customer lifecycle for PSA and ERP, while focusing on improving client experience. I delivered effective leadership and guidance to new employees to ensure continuous performance improvement. I managed a portfolio, comprising of minimal corporation size of 4000+ employees at Fortune 500 companies with $250K+ ARR for a portfolio of $8M to $10M. I led and deliver complex projects with a focus on optimizing current processes and improving project outcomes and deliverables.Key Achievements:• Accomplished 187% of quota in FY19 and 175% of quota in FY20, including expansion, renewal, and scorecard metrics for Strategic/Enterprise companies.• Enhanced brand awareness by coordinating with clients and the FinancialForce Marketing team.• Surpassed overall quota in 2019/2020 and achieved membership into the President's Club two years in a row. -
Strategic Customer Success Manager, EnterpriseOracle Jun 2013 - Jul 2017Austin, Texas, UsI uncovered and secured product expansion and cross-sell opportunities to expand the current footprint and enable the achievement of full business potential. I cultivated long-term partnerships with clients and facilitated clients to accomplish maximum ROI, oversee the contract renewal process, and confirm client satisfaction.Key Achievements:• Improved client satisfaction by providing client services, including driving product expansion opportunities and nurturing relationships with Enterprise Cloud Clients of $250k+ ARR within ERP, EPM, SCM, HCM pillars.• Achieved 161% of expansion quota and 142% of renewal quota in FY16 by developing strategic plans. -
Consulting ManagerLtm Consulting Group Mar 2012 - Jun 2013I provided proactive support to small and mid-size businesses in resolving managerial challenges, steering operational process development, and managing cloud invoicing through various ERP systems. I introduced and employed a change management process for several organizations to achieve organizational objectives.Key Achievements:• Attained 88% adoption rate by liaising with C-Suite to develop plans for change management workstreams.• Improved day-to-day business operations and enhanced profit levels by 8% by deploying strategic processes.
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Manager Business DevelopmentAmerican Express Jul 2008 - Mar 2012New York, Ny, UsI met quarterly sales objectives by providing best practices nationwide, recommending procedural changes methods, and utilizing collaborative techniques. I supported informed decision-making by forecasting and delivering sales reports to Senior Management through CRM. I determined financial profitability through field underwriting of prospective clients while ensuring compliance with standards. I built existing portfolio relationships with SaaS solutions to B2B C-Level clients within San Francisco $10 to $250M revenue segment for business development.Key Achievements:• Accomplished and surpassed annual sales quota by prospecting cold calling, delivering direct mail marketing, leading territory, cross-selling, upselling, and overseeing targeted vertical marketing through event planning.• Improved revenue and profitability and closed complex sales deals by leveraging a consultative sales approach.• Enhanced new business mid-market key accounts portfolio by 55 accounts, increased market share by 25% in 14 months and attained $28M in BCV by deploying SaaS.
Lisa Mull, Mba Skills
Lisa Mull, Mba Education Details
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Golden Gate UniversityGeneral -
Saint Mary'S College Of CaliforniaGeneral
Frequently Asked Questions about Lisa Mull, Mba
What company does Lisa Mull, Mba work for?
Lisa Mull, Mba works for Cohere
What is Lisa Mull, Mba's role at the current company?
Lisa Mull, Mba's current role is Senior Customer Success Manager.
What is Lisa Mull, Mba's email address?
Lisa Mull, Mba's email address is li****@****day.com
What is Lisa Mull, Mba's direct phone number?
Lisa Mull, Mba's direct phone number is +121776*****
What schools did Lisa Mull, Mba attend?
Lisa Mull, Mba attended Golden Gate University, Saint Mary's College Of California.
What are some of Lisa Mull, Mba's interests?
Lisa Mull, Mba has interest in Kids, Electronics, Home Improvement, Crafts, Collecting, Home Decoration.
What skills is Lisa Mull, Mba known for?
Lisa Mull, Mba has skills like Business Development, Management, Account Management, Salesforce.com, Sales Process, Strategy, Strategic Partnerships, Crm, Leadership, New Business Development, Sales Management, Sales.
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