Lori Palmer Email & Phone Number

United States

Austin, Tx, Us

Drive customer success and growth in the PSA software segment, focus SuiteProjects and OpenAir customer base. Bridging the gap between go-to-market (GTM), sales, marketing, delivery, and account management to address adoption issues, reduce churn, and identify growth opportunities in the services segment.Lead strategic business reviews, support custom architecture design, and advise on new product features and enhancements. Collaborate closely with internal teams and customers to ensure seamless integration and optimal use of solutions. Spearhead customer advisory boards, learning labs, and industry seminars to foster continuous learning and innovation within the PSA community.

Austin, Tx, Us

Leading industry expert in Services Based Businesses. Provide specialized industry and product expertise in OpenAir and NetSuite SRP to the NetSuite sales force, both direct and AMO, supporting internal and customer facing engagement efforts. Collaborate among teams within and peripheral to the NetSuite organization, including sales leadership, AMO and Direct sales, solution consulting, marketing, enablement, and partners, to develop industry and product specific content and strategies for generating opportunities, building pipeline, winning business, and improving the sales team’s effectiveness. Responsible for developing industry forecasts, helping identify market opportunities, and supporting the development of content that effectively conveys the value of NetSuite’s capabilities in key market segments. Expert in sales cycle strategy, customer presentations, marketing initiative and go-to-market delivery. Support development of product functions. Lead industry seminars, sand round tables to remain up to date on industry and product knowledge.

Austin, Tx, Us

OpenAir Product and Services Operations Expert. Client executive consulting on leading practices methodology with the Oracle NetSuite product portfolio as well as operational process to drive success in services based organizations. Work closely with OpenAir product team to advocate for customers in product direction. Drive maximum adoption of Oracle NetSuite solutions and identify/drive product expansion opportunities via high value relationship with the client. Develop long term partnership with our clients to ensure they remain successful by realizing the full value of their investment with us to ensure client maximizes value of their Oracle NetSuite investment. Responsible for maintaining a high level of client satisfaction by being a liaison between our clients and Oracle's internal operations. Triage client issues and partner with internal departments to include direct sales team, Account management sales and solution consulting, customer support teams, professional services teams, and all other internal teams as needed. Work with larger, enterprise clients. Provide input into the CSM methodology and direction.

Austin, Tx, Us

Drive maximum adoption of Oracle NetSuite solutions and identify/drive product expansion opportunities via high value relationship with the client. Develop long term partnership with our clients to ensure they remain successful by realizing the full value of their investment with us to ensure client maximizes value of their Oracle NetSuite investment. Responsible for maintaining a high level of client satisfaction by being a liaison between our clients and Oracle's internal operations. Triage client issues and partner with internal departments to include direct sales team, Account management sales and solution consulting, customer support teams, professional services teams, and all other internal teams as needed. Work with larger, enterprise clients. Provide input into the CSM methodology and direction. Act as mentor to newer CSMs on a voluntary basis. Leading contributor individually and as a team member, providing direction and mentoring to others. Work is non-routine and very complex, involving the application of advanced technical/business skills in area of specialization.

Austin, Tx, Us

Responsible to support our current customer Account Mangers and customers. Drive value throughout the sales process in the areas of requirements analysis, solution development, in depth product demonstrations, and knowledge transition to professional services. Trusted adviser for presenting the NetSuite and OpenAir product to existing clients. Consult on business process as well as guide customers in leveraging the software using leading practices for the services industry.Provide input to other cross-functional departments pertaining to prospect requests and product enhancements as needed. Key contributor to the Services Vertical Influence Team.Develop and deliver internal training to employees on the OpenAir PSA product. Recognized as an industry and company expert on NetSuite OpenAir. Mentor fellow solution consultants not only on the OpenAir product, but on all functional aspects of the NetSuite platform. Develop sales consultants in delivery and communication methods to grow the level of consultancy on our team. Acts as a technical resource and mentor for less experienced Solution Consultants. Focus on large or complex sales opportunities that need creative and complex solutions. Develop productivity tools and training for other Solution Consultants. Develop and deliver outstanding Oracle presentations and demonstrations. Leads any and all aspects of the technical sales process. Advises internal and external clients on overall architect solutions.Leading contributor individually and as a team member, provide direction and mentoring to others. Work is non-routine and very complex, involving the application of advanced technical/business skills in area of specialization. Implement the most advanced product features. Thorough knowledge of system and application design. In depth knowledge of competitors. Utilize project management skills, excellent verbal and written communication skills for needs analysis, positioning, and business justification.

Corporate executive coach, wellness coach, yoga teacher, and public speaker; group yoga instructor and workshop leader; personal private coaching, yoga instruction and pain management. Teach and coach using a breadth of modalities including, but not limited to, NLP coaching methods, mBIT (multiple brain integration technique) coaching, Heartmath, Yoga, Yoga Tune Up®, Reiki Energy Work, Plant Based Diet programs and Meditation. Design, develop and implement workshops to empower individuals and groups to enhance performance, increase profitability, engagement and productivity to optimize execution in all personal and professional realms. Explore subjects including stress management, positive psychology, effective personal development, and enhancing productivity and accountability thorough mindfulness practices; custom workshop development for varying audiences as necessary. Certified and registered E-RYT with nearly 3 decades of yoga experience, Continuing Education Provider through Yoga Alliance, Certified Yoga Tune Up® Instructor, mBIT Professional Coach, Hearthmath Coach and Trainer, Reiki Master Teacher, Thai Massage Practitioner, PaddleFit Coach, NLP Master Practitioner-in-training.

London, London, Gb

Contributing Author in Powerhouse Women: Survivor to Thriver“Powerhouse Women: Survivor to Thriver” tells the stories of 10 incredible women, who have endured the most grueling of circumstance but decided to emerge from the darkness, walk head held high into the light, and build their dreams.It showcases the mindset, tenacity, inner strength and courage needed to continue on, to choose ‘more than’, despite life unfolding in unpredictable ways.Inspiring and empowering, each one of these women will show you what it truly means to survive and the power to be found in choosing to thrive.

Alpharetta, Georgia, Us

Responsible to executive leadership to manage client relationships and mentor team members internally to evolve our relationship strategies. Enhance and streamline internal project methodologies. Lead customers through the complete NetSuite ERP and OpenAir implementation lifecycle, while guiding and leading the internal implementation team to best practices for audit proof, robust solutions for our clients. Engage with clients and their executive leadership to support solution design, optimize business process to merge with the technology, perform requirements gathering, lead implementations, execute configurations, testing and support customers on a day-to-day basis. Assist the technical team in reviewing and qualifying technical requests, and contribute technically where applicable.

Basking Ridge, New Jersey, Us

Responsible to develop relationships with client key decision makers to perform current process discovery for professional services departments using Netsuite OpenAir. Investigate, define, design, build, implement revenue recognition, margin, and reporting solutions for OpenAir. Review integrations and design and build changes to enhance process improvement and deliver streamlined key metric results. Enhance cross-departmental communication relative to systems ownership. Design and deliver systems trainings as changes are implemented.

New York, Us

Partner with clients to facilitate OpenAir implementations for multiple clients. Responsible to develop relationships with client key decision makers to perform current process discovery for services departments implementing or currently using Netsuite OpenAir. Investigate, define, design, build, implement, and train on all OpenAir modules and configuration requirements. Facilitate system configuration to achieve audit proof results driven to build strong key metric reporting. Assist in data migration to new implementations. Enhance cross-departmental communication relative to systems ownership. Design and deliver systems trainings as changes are implemented.

Tampa, Florida, Us

Responsible to the President to manage variable customer contracts as necessary. Guide simplicity of web design for small business, draft layouts to meet customer needs. Responsible for server and domain management, database management, and all areas of web site design, creation, implementation and functionality. Management of in house website and internal projects as needed.

Tampa, Florida, Us

Responsible to President to manage entire website creation process. Managed a team of developers, assigning content management, basic site creation operations, graphics creation, SEO implementation and extension management. Accountable for organizing complete site development process, including custom coded template design, database setup and management, content management, e-commerce setup, email accounts, email marketing, and onsite and virtual customer training in content management. In less than 6 months coordinated with management and vendors to deliver over 10 new web sites. Responsible for customer support technical inquiries, complete server and domain management, database management, and all areas of web site design, creation, implementation and functionality.

Boston, Ma, Us

Drive initiatives related to systems and tools supporting the Professional Services organization.Report to VP of Global Services and VP of Finance. Manage NetSuite OpenAir PSA software application and services operations process for global services team. Developed audit processes to identify and recoup revenue missed prior to hire for billing and recognition. Designed and implemented monthly audit process to reconcile services billings and revenue. Created billing rule and invoice audit processes decreasing services billing errors requiring credits by 45%. Led process discovery across departments to define and streamline SOW generation and change request processes. Coordinated with project management team to consolidate project templates in PSA software, enhanced project budget and margin reporting, and simplified resource booking structure. Train and manage team members responsible to maintain projects and contracts, billing rules creation, revenue management, forecasting, and draft services process documentation. Create and consolidated KPI data for board reports related to services bookings, margin, utilization, forecasting and revenue residual. Provide custom reporting across all departments. Enhance the OpenAir solution using UI tools and NetSuite Integration Manager. Create end to end metric reporting, integrating with downstream and upstream software.

Westlake, Oh, Us

Administrator for Netsuite OpenAir PSA software and serve as a point person for our 300+ employees services team. Maintain projects and contracts, review billing rules, reconcile data against our downstream software. Creation of monthly board reports for services forecasting and revenue residual, coordinate reporting efforts with sales business analysts. Responsible for generating monthly services invoices and working with the finance team to ensure billing is correct and timely. Responsible for OpenAir administration and process documentation.

B.A. Psychology, Psychology, Communication

Psychology, Communication, Education