Lucinda Layton Email & Phone Number

San Jose, CA, US

San Jose, California, United States

• IRS Enrolled Agent serving high net worth tax clients. Specializes in complex tax situations such as 1031 exchanges, K-1s, Delaware Statutory Trusts (DSTs), FinCens, foreign income, crypto, employer stock plans and.
• Quickbooks ProAdvisor, providing bookkeeping and accounting services to sole proprietors and SMBs in a wide variety of industries: commercial and… Show more
• Quickbooks ProAdvisor, providing bookkeeping and accounting services to sole proprietors and SMBs in a wide variety of industries: commercial and residential real estate, general construction and other trades.

Los Gatos, California, United States

San Jose, CA

• Resolves complex tax matters escalated by Tax Experts who require the expertise of a credentialed tax expert.
• Ranks in the top 3% in quantitative metrics including Lead Satisfaction, Issue Resolution and Manager Performance Evaluations.
• Observes live and recorded phone calls to identify performance improvement and coaching opportunities.
• Initiates process improvements and workflows to increase efficiencies for the team.

Menlo Park, California, United States

• Partner with MBG Learning and cross-functional subject matter experts to develop and maintain the curriculum strategy the Sales and Functional Skills learning pillar, including managing the pillar library of content.
• Define and map learner personas and role capabilities for a global audience of 25,000 people.
• Architect and manage the Sales and Functional Skills Curriculum
• Lead the needs analysis and consult with cross functional project teams to address complex… Show more
• Lead the needs analysis and consult with cross functional project teams to address complex business and performance problems with creative learning solutions
• Partner with Design and Development to maintain and optimize content, as the business and learning landscapes at Meta evolve.

Menlo Park, CA

• Designed a high visibility strategy for preparing users for certification resolved a significant deficiency in the number of completed Blueprint media buyer and planner certifications. The result was a surge in.
• Led the development of Authorized Sales Partners (ASPs) training programs that successfully accelerated the onboarding of new ASPs in over 23 countries, contributed to increased product… Show more
• Led the development of Authorized Sales Partners (ASPs) training programs that successfully accelerated the onboarding of new ASPs in over 23 countries, contributed to increased product adoption, and supported revenue.
• Conducted the task analysis, design and development of consultative sales training for Meta's ASPs. The training received 100% satisfaction rating in Europe and Latin America.
• Designed ad policies training for ASPs that earned a 100% satisfaction rating from participants and decreased the number of disabled ad accounts to.24% (the GMSP threshold is 2.75%). Show less

San Jose, CA

• Cisco, Inc.
• Led a team of ten instructional designers during the design and deployment of 100 hours of Oracle training for Cisco’s sales organization.
• Developed new product training for Cisco sales reps, designed to shift their sales approach from “pitching products” to solving business problems.
• Led the design of a 16–hour marketing workshop that became the gold standard for Cisco marketing personnel worldwide with a rating of 4.7 out of 5. Hewlett Packard, Inc.
• … Show more Cisco, Inc.
• Designed training on financial hedging and forecasting that drove streamlined processes and procedural consistency, and achieved participant ratings of 4.9/5.

Santa Clara, CA

• Established and led a team of 11 instructional designers, trainers and project managers who produced world–class training and implemented the company’s elearning platform for Fortune 500 companies and universities.
• Consulted with customers to identity and solve their need for training and implementation services.

Santa Clara, CA

• Conducted the needs analysis and designed a curriculum to meet the needs of over 40 learner personas for the company’s largest ERP implementation and first blended learning initiative.
• Scoped the requirements for an elearning platform and led the platform testing and vendor selection.
• Managed instructional designers, technical writers, trainers, and logistics coordinators during the design and delivery of training for 1400+ new users of Oracle’s Order Management module.
• Led… Show more
• Led the change management initiative for the division’s five global regions as the company consolidated its operations onto one ERP platform. Show less