Lori Sarsfield Email & Phone Number

Atlanta, Georgia, Us

Waltham, Ma, Us

New York, Ny, Us

Led the global program office for Customer Success, bringing together strategy and ops across the decentralized regional success teams.

San Francisco, California, Us

Managing a team of field success resources, primarily Success Managers, covering approx 350M in ARR and 3000 customers. Focused on driving renewal rates and product adoption metrics.

San Francisco, California, Us

Managing team of resources dedicated to defining the post sales customer journey and touchpoints, with a focus on scaling our customer success programs by leveraging customer data insights to deliver prescriptive, guided and automated journeys connecting customers with the right success service resources, content, and products/programs. Key program components include: - Creation of new, fully automated customer onboarding program using ExactTarget's Journey Builder.- Automation of the contract renewal process- Automation of customer risk scoring and prioritization process- Creation of a recommendation engine for capturing customer business priorities and providing best practices for how to meet those priorities with salesforce.com

San Francisco, California, Us

Manager of team focused on improving the internal business processes and supporting technology for salesforce.com's go-to-market teams, including sales, renewals, and customer success teams.Key programs: Account Planning, Forecasting, Sales Reporting, Territory Assignment

San Francisco, California, Us

Delivery Manager in the enterprise professional services group at salesforce.com, selling and overseeing complex, global deployment projects. Met with clients to scope project implementation work; advised on timelines and cost for work; created Statements of Work for planned implementations; forecasted and moved services opportunities through the pipeline.Post sales responsibilities included managing overall customer relationship; overseeing salesforce.com team to ensure quality of work and timely delivery; managing billings forecast and burn rates.

San Francisco, California, Us

Professional services consultant in the enterprise services group at salesforce.com, responsible for implementing salesforce.com at our largest and most complex global customers. Primary project roles focused on application design and architecture - gathering business requirements and translating business processes to the salesforce.com platform, then participating in the build and test phases. Guided customers on best practices for implementing and deploying salesforce application as well as ongoing management of platform post go live. Over 25 successful customer implementations to approximately 75,000 end users.Specialties in: Financial Services, High Tech Industries; Center of Excellence Setup; Multi-Language/Multi-Currency deployments;

Experienced consultant with 6+ years in full-life cycle CRM implementations, specializing in Siebel CRM software (versions 6.x, 7.0x, 7.5x, 7.7x, 7.8x)Performed various roles on projects across many clients and industries including: Trainer, Testing Manager, Functional Lead, Project Manager, and Technical Developer (Siebel configuration)Business skills include meeting facilitation, resource and timeline planning/management, business process analysis and redesign, functional requirements gathering and mapping, gap analysis, creative solution proposal, test planning and execution, and end user training Technical skills include extensive knowledge of Siebel data model and architecture, some experience in Siebel configuration and scripting Subject matter expert in call center/customer support business processes and high tech sales methodology Siebel 7 Certified

Us

Managed the development, implementation, and deployment of Siebel modules for the sales organization with approximately 1200 users worldwide, specifically initiatives around data quality and Siebel Analytics. Interacted with end users to document requirements. Conducted gap analysis to determine areas of risk. Developed project plans and coordinated resources and time lines for successful project completion and development. Developed schedules, recruited resources, and participated in user acceptance testing. Managed bug fixes and scheduled releases for system updates and added functionality. Developed training documentation and delivered training courses to accelerate end user learning and adoption.

Us

Primary responsibility was to support a sales region of approximately 200 people with an annual budget of $30M and annual revenues of $100M. Interacted daily with senior sales management to create and implement budgets, quotas, territory planning, and effective compensation models

Ba, Ecomonics

Education record

Education record