Lucas Thompson Email and Phone Number

Strategic Initiatives for the Organization. Specializing in Robotic Process Automation (RPA) Solution Design and Speech/Text Analytics. Full understanding and support of Automation and Continuous Improvement. Six Sigma certifications through LexisNexis.

The Sales Operations Process & Technology Manager (SOPTM) works across NARS sales and all functions of the NARS Sales Ops & Enablement(SO&E) organization on projects related to performance measurement, process mapping, automation & optimization. The role identifies industry best practices in SO&E. This is a key leadership role within SO&E to ensure that the organization fulfills its mission of driving productivity and delivering insight while defining and implementing the NARS Technology road-map.

• Leads a team of 3 direct reports and 6 offshore resources to support a sales force of 1100• Designed, implemented, and continues to execute the a New Hire process relating to Sales Tools • Investigated, implemented, and continues to execute a 3rd party software, ClearSlide, for LexisNexis Globally.• Delivering Insight to the sales organization by implementation of a Field Sales Communicator to highlight success stories and share wins.• Increased team and sales productivity by overhauling the UAT process with Siebel release to Open UI. • Implemented metric tracking for the Workflow and Productivity Team to track and manage Sales Engagements. Yellowbelt Project 2016 • Multiple projects to improve customer feedback collection from NPS measurements and tacking to customer training feedback.• Lead a CRM Simplification Project driven from sales input via Focus Groups to improve CRM usability. Project lead and creator for the top enhancement in 2016.• Recognition in 2014 as Sales Operations Manager of the year, received both the Impact Award in 2015 and the Leadership Award in Q2-2016 from the Managing Director NA of LexisNexis.

The Senior Sales Tools Data Analyst position exists to drive revenue and sales force effectiveness by explicitly understanding and responding to sales and sales management needs (along with other interested groups, e.g. marketing and market planning). Individuals in this role exhibit independent, self-directed and advanced: analytical, problem solving and technical expertise to ensure sales receives the maximum benefit of TotalSource (Siebel) data quality and the resulting customer and market information at their disposal. Additionally, individuals in this role think and act strategically consulting with sales and sales operations leadership to understand and anticipate their business questions; then process that deliver high quality data enabling the Leadership Team to gain command and control of the business. This role interacts with all levels of sales, GEIS, marketing management and serves as the subject matter expert championing sales needs and interests on key projects, releases, date and analytics enhancements.

• Worked directly with client and company teams both onshore and offshore, on finance transformation projects– resulting in a cost avoidance of approximately $500K annually• Subject Matter Expert (SME) for the company’s automated reconciliation and reporting tools -- spear-headed over 20 US and international site deployments of software -- met or exceeded all client requirements involving scheduling, policy adherence, and training. • Overhauled the existing helpdesk to restore it with a dependable team asset -- increased availability, knowledge, interactive and proactive communications, and follow up• Under critical time constraints, provided accurate performance metrics including cogent commentary support for both client and company management and senior executives• Twice promoted for performance excellence (2009, 2011)

• Developed new relationships with prospect customers and further developed relationships with current customers through proactively contacting and meeting with them – resulting in 100% commission payout consistently• Assisted clients in formulating financial objectives; conducted asset reviews: and designed and implemented personalized investment strategies – recognized in the top 5% for sales presentation skills• Partnered with the sales specialist in Retail Lending, Small Business, Investments, Workplace Financial Services and other product areas to ensure a world-class customer experience – recognized during Loan and Investment blitzes for $ volume generated• Implemented an innovate approach for generating new customers through professional networking and customer referrals

• Oversaw all aspects of the Service and Parts Departments while managing, training, motivating, and leading a team of 30 employees in multiple OSHA-compliant workplaces • Developed ongoing relationships with multiple vendors and customers to enhance future business and create a “win-win” environment.• Pioneered the use of modern E-Business techniques for this organization, which led to an immediate increase in sales, better profit margins, and enhanced cash flow. • Coordinated with a customer base of over 5000 customers throughout our trading territory• Managed the scheduling and logistics required for a multiple site delivery, pick up, and service fleet – which grew over 100% during this period• Conducted employee performance reviews, employee disciplinary actions, and was responsible for the hiring and retention of new employees in a unionized environment