Lisa Oberle Email & Phone Number

Saugeen Shores, On, Ca

Kitchener, Ontario, Canada

-Dedicated to fostering growth and long-term success in the SMB customer segment by building loyal, lasting partnerships.-Manage a $5M USD ARR portfolio of 200+ SMB accounts, focusing on understanding each client’s unique business goals to deliver targeted value through the platform.-Leverage data analytics to ensure customers achieve measurable ROI.-Partner with Igloo’s onboarding Project Managers to create effective launch strategies and ongoing support programs for a seamless customer experience.-Focused on driving platform adoption, building referenceable relationships, and fostering customer advocacy for Igloo.-Oversee and prioritize the Customer Success Zendesk inbox, ensuring timely responses to platform and renewal-related inquiries.-Proactively identify and report on account risks, adoption progress, expansion opportunities, and customer health metrics.-Actively participate in key initiatives that enhance customer engagement and retention within the SMB sector, including the Flex Proof Point Project, Open Office Hours, and the SMB Retention Play program.

Kitchener, Ontario, Canada

-Lead Igloo’s Renewal Program with a focus on customer retention, securing ARR, and driving both uplift and upsell opportunities.-Consistently achieve a 92% annual retention rate.-Oversee renewal administration and negotiations in alignment with corporate standards.-Manage contract terminations, site shutdowns, and data export processes as needed.-Conduct early churn prevention discussions, end-of-term retention reviews, and resolve renewal contract escalations.-Developed and continuously update the renewal playbook and process documentation to align with industry best practices.-Collaborate with customers to ensure compliance with usage levels, proactively identifying upsell and expansion opportunities.-Provide coaching and training to the Customer Success team on effective renewal strategies, communication techniques, and customer engagement for retention.

Kitchener, Ontario, Canada

Kitchener, Canada Area

-Delivered multi-brand sales support to Oticon Sales Representatives and Management across all internal hearing aid divisions.-Acted as the CRM (MS Dynamics) Super User, responsible for company-wide training, data accuracy, creation of distribution lists and reports, and served as the primary liaison with Denmark for system improvements and support ticket resolutions.-Administered the adult and pediatric consignment programs, generating approximately $1 million in annual sales revenue.-Coordinated and managed the onboarding process for all new clinical and retail partners.-Conducted outbound calls to promote awareness of special offers and gather partner feedback.-Provided Business Intelligence (BI) reporting on program offerings for both Sales Management and Sales Representatives.-Oversaw the administration, coordination, and reporting of all multi-brand programs and specialized sales initiatives, including Edge, Air Miles, and Customer Satisfaction Surveys.-Identified and streamlined internal processes, implementing ISO policies and procedures to enhance efficiency.-Organized smaller-scale event planning for key account off-site training sessions.

Cambridge, Ontario

-Provided support to a team of five Territory Sales Representatives.-Oversaw the company's Hearing Kiosk Program, responsible for identifying, partnering with, and onboarding independent hearing health professionals to serve as referral partners for participating physicians.-Developed marketing materials to assist the sales team, including sales resources and electronic clinical communications, to drive product awareness.-Designed and implemented a successful onboarding process for new clinical partners, which included clinical visits and training sessions alongside Territory Representatives.-Represented the Siemens brand at Club Siemens events, supporting key clinical partners and Territory Representatives during customer open houses and hearing shows.-Managed all administrative aspects of the private-label battery business.

Kitchener, Canada Area

***This role was a part-time position***-Initiated contact with prospective buyers and conducted sales presentations, showcasing the sales model effectively.-Followed up with potential buyers via telephone and email to maintain communication and interest.-Maintained knowledge of community demographics, amenities, and local businesses to better assist buyers.-Ensured the presentation center was well-maintained to provide a welcoming environment for potential buyers.

Waterloo, Ontario

-Led the Continuing Education (CE) Centre Offline Training Program, supporting over 72,000 Manulife Advisors and Wholesalers across Canada.-Served as Team Lead, providing guidance, direction, and leadership to a team of four support staff.-Enhanced customer satisfaction by reducing response times to Advisor inquiries from over two weeks to under 24 hours, significantly decreasing complaints.-Streamlined administrative processes, developing more efficient workflows that reduced errors and processing times, resulting in improved team performance across high-volume tasks, including approximately 42,000 offline training certificates, 1,900 training events, and 250 regulatory submissions annually.-Cultivated strong relationships with internal and external stakeholders, boosting awareness of the CE Centre and ensuring a consistently positive experience.-Acted as a subject matter expert on CE compliance guidelines for provincial insurance regulatory bodies, strengthening partnerships and enhancing client relations.

Waterloo, Ontario

-Provided comprehensive sales support to a team of over 20 Regional Sales Managers, the Director of Sales, as well as marketing and operations teams.-Developed and distributed weekly BlackBerry e-communications for both retail and enterprise audiences, featuring "Tip of the Week" and "Application of the Week" content that educated T-Mobile Reps and contributed to increased sales revenue.-Launched the T-Mobile Channel Partner Newsletter with dedicated enterprise and consumer editions, distributed bi-monthly to over 11,000 external Channel Partner Sales Reps; its success led to adoption company-wide across all internal BlackBerry carrier channels.-Coordinated, tracked, and reported quarterly on $1M in sales budgets across all divisions and sales regions, including national retail, enterprise, corporate retail, government, and care centers, ensuring alignment with budget and achievement of individual and team goals across the business unit and company-wide.-Managed the BlackBerry Table Day Events program, held quarterly at 22 T-Mobile Care Center locations nationwide, to educate teams, boost product knowledge, create enthusiasm, and drive market share growth.-Developed and implemented an onboarding process to enable BlackBerry Reps to perform their roles efficiently and effectively in the field.-Supported Sales and Marketing teams by creating event materials, sales collateral, and presentation content, and served as a key liaison between BlackBerry and T-Mobile Corporate for market readiness and product launch events throughout the U.S.

Waterloo, Ontario

-Promoted the BlackBerry solution portfolio to a diverse range of small, medium, and Fortune 500 companies across North America.-Consistently surpassed quarterly revenue targets of $1 million through strategic sales funnel management.-Managed the help@blackberry inbox, driving $250K in quarterly sales.

Kitchener, Canada Area

-Supported over 100 Dealer Principals (dealership owners) and 7 Sales Reps across North America. -Analysed, forecasted, configured and scheduled the production of multi-million dollar vehicle inventories annually. -Managed over 1400 Motorhome orders yearly from inception to completion.-Facilitated the scheduling and coordination of 14 trade shows and numerous Roadtrek rallies yearly.

Kitchener, Canada Area

-Managed key B2B accounts to maximize revenue and optimize gross margin returns.-Built and strengthened long-term partnerships by delivering outstanding customer service, leveraging strong negotiation skills, and demonstrating deep product knowledge.

Kitchener, Canada Area

-Successfully drove new business growth in the Canadian B2B market, with a focus on the Original Equipment Manufacturer (OEM) and Maintenance Repair Operator (MRO) segments.-Built and led a team of five Telemarketing Representatives, overseeing hiring, onboarding, training, mentoring, and providing continuous support.-Created monthly sales plans, set group and individual sales targets, and accurately tracked and reported performance metrics to upper management.