Lisa M. Email and Phone Number

Attend meetings and aid in decision-making and planning processes to facilitate the coordination and development of programs for 6+ annual events.

Oversaw business operations including bookkeeping, financial reporting, and floor display. Implemented new training programs to coach new employees on how to properly engage and interact with customers. Prepared reports and procured equipment and materials to support daily operations. Notable Contributions: • Analyzed market trends and implemented strategies that improved customer relations and led to increased retention and community engagement. • Developed special events and… Show more Oversaw business operations including bookkeeping, financial reporting, and floor display. Implemented new training programs to coach new employees on how to properly engage and interact with customers. Prepared reports and procured equipment and materials to support daily operations. Notable Contributions: • Analyzed market trends and implemented strategies that improved customer relations and led to increased retention and community engagement. • Developed special events and programs that overhauled branding strategies and resulted in local recognition. • Fostered relationships with community leaders, vendors, and stakeholders across different communities to facilitate planning and programs. • Hired employees and oversaw schedules for more than 12+ associates during the busy seasons. • Managed assets and inventory to consistently ensure all materials were readily available. Show less

Responsible for overseeing expense reporting for a team of 20 specialists and managing inventories. Collaborated with administrative team within Corporate Headquarters to plan and coordinate events and programs. Provided support in routine office management and front desk duties to aid in mitigating customer conflictions and responding to inquiries. Notable Contributions: • Managed calendars, spreadsheets, travel logistics, and events for three managers, consistently minimizing… Show more Responsible for overseeing expense reporting for a team of 20 specialists and managing inventories. Collaborated with administrative team within Corporate Headquarters to plan and coordinate events and programs. Provided support in routine office management and front desk duties to aid in mitigating customer conflictions and responding to inquiries. Notable Contributions: • Managed calendars, spreadsheets, travel logistics, and events for three managers, consistently minimizing meeting overlaps.• Leveraged expertise of proprietary technical software solutions to effectively manage daily tasks, facilitate reconciliations, and provide training to peers. • Fostered relationships across different teams by implementing regular events, resulting in a positive company culture built on collaboration. Show less

Managed support inboxes and responded to customer inquiries in a timely manner. Answered an average of 13 escalated customer support calls per day. Facilitated receptionist staff with front-end administrative tasks and provided support to Couriers to facilitate the delivery of critical documentation. Notable Contributions: • Leverage expertise in Prepared and processed confidential client files while consistently maintaining 100% HIPAA compliance. • Oversaw the consolidation of… Show more Managed support inboxes and responded to customer inquiries in a timely manner. Answered an average of 13 escalated customer support calls per day. Facilitated receptionist staff with front-end administrative tasks and provided support to Couriers to facilitate the delivery of critical documentation. Notable Contributions: • Leverage expertise in Prepared and processed confidential client files while consistently maintaining 100% HIPAA compliance. • Oversaw the consolidation of weekly results and prepared reports to brief leadership and doctors. • Developed and implemented client database management practices that streamlined communication processes. Show less

Managed a team of 14 sales representatives and oversaw their account management activities. Coordinated the delivery of new supplies and materials to office locations and oversaw the procurement of inventory articles. Planned trade shows, vendor meetings, and sales meetings. Managed Salesforce databases and corrected inconsistencies. Notable Contributions: • Overhauled re-branding initiatives by analyzing market trends and introducing new marketing channels to increase engagement… Show more Managed a team of 14 sales representatives and oversaw their account management activities. Coordinated the delivery of new supplies and materials to office locations and oversaw the procurement of inventory articles. Planned trade shows, vendor meetings, and sales meetings. Managed Salesforce databases and corrected inconsistencies. Notable Contributions: • Overhauled re-branding initiatives by analyzing market trends and introducing new marketing channels to increase engagement and exposure. • Developed regular expense reports and briefed leadership, aiding critical decision-making. • Restructured filing systems for operations by streamlining processes and initiating reporting cycles. • Collaborated with Human Resources Department to prepare presentations for new employees to establish best practices to aid in fostering positive employee relationships and developing proper sales and marketing tactics. • Processed expense reports and distributed metrics to management to illustrate updates in sales and budget. Show less

Acted as liaison between community leaders, stakeholders, and leadership to facilitate planning and program implementation. Facilitated presenters to ensure all presentation materials were prepared to streamline events. Collaborated with accounting specialists to review financial reports and projections. Notable Contributions: • Oversaw the planning and coordination of 6+ annual events and conferences, hosting up to 600 participants. • Represented the organization at local… Show more Acted as liaison between community leaders, stakeholders, and leadership to facilitate planning and program implementation. Facilitated presenters to ensure all presentation materials were prepared to streamline events. Collaborated with accounting specialists to review financial reports and projections. Notable Contributions: • Oversaw the planning and coordination of 6+ annual events and conferences, hosting up to 600 participants. • Represented the organization at local community events and fairs to aid in developing brand recognition and establishing local partnerships. • Led a team of 15+ petition gathers and consolidated all petition results for analysis and review. Show less