Lauren Liles Email & Phone Number

New York, Ny, Us

San Francisco, Us

Partnership Leaders is a private network of more than 1,700 of the world’s top partner professionals.Through Community, Connections, and Resources, Partnership Leaders are building the future of partnerships enabling every partner team to drive revenue and success for their organization.

Sacramento, California, Us

With deep industry expertise, 11:59 is passionate about helping forward-thinking organizations unlock the full potential of their transformation and modernization efforts. By harnessing the power of technologies such as Gen AI, intelligent automation, and the cloud, we are dedicated to bringing the art of the possible to life for our clients, ensuring they are ready for tomorrow.At 11:59, we don't just showcase the art of the possible; we deliver it.

Seattle, Wa, Us

One of the most rewarding aspects of my role is formulating and putting into action sales action plans. These plans are strategically designed to break into highly competitive markets and bring in new business opportunities for FINS customers. It's an exciting challenge, and I find immense satisfaction in watching these plans come to life and make a real impact. I take pride in managing the daily sales operations of my assigned territory, which is continuously expanding and flourishing. It's a thrilling journey to not only oversee the workload but also to contribute to our sales growth.Key Accomplishments:►Boosted sales and scale profitability growth and overall business development by reviewing and overhauling internal processes and systems.►Leveraged cross-selling, partner deals, and contract renewals and masterminded $95M in pipeline, generating through new business development►Delivered 125% of quota attainment in new business and meaningful conversations while driving enterprise client enablement►Supported through strategic presentation of sustainable profitability and ROI and hosted technical webinars, attended conferences, and influenced C-level decision makers.►Worked with SIs to penetrate new business►Recognized as an award-winning sales representative, making an impact as a recognized and transformative leader.

Dallas, Tx, Us

• Top 10% producer in the region• Closed and funded 50-70 loans per month• Mortgage industry professional with loan sales and processing experience and a comprehensive knowledge of conventional and government loan programs• Diligent and detail-oriented - thorough in gathering borrower information, verifying income, loan documents and reviewing file documentation to guide each loan from pre-approval to closing.Loan Processing ExpertiseConforming & Nonconforming Loans, ARMs, Jumbo Loans, Fannie Mae & Freddie Mac Guidelines, FHA

• Developed marketing and segmentation strategy plans for the $840B institutional client business (including pension funds, Fortune 500, and insurance companies) to grow assets and ensure sustainability•Managed Salesforce.com and Salesforce Marketing Cloud relationship and served as division specialist to create software package with engineers and developers; built dashboards, managed all pipeline and customer reporting and periodically presented progress to executive leadership •Launched ESG and Responsible Investment business (2017) and led strategic innovative marketing and product development efforts which resulted in 135% growth in the first year•Develop and manage all partner alliances•Partnered and improved key relationships with cross-functional teams and internal stakeholders [i.e. Management, Sales, Portfolio Management, and Product] to maximize efficiency and execute multi-faceted branding/marketing campaigns and journeys through email, social media, blog and website•Developed & executed sales strategy and customer acquisition & retention through consumer insights, behavioral buying analysis and pricing research. Managed all metrics in Salesforce CRM•Led Business Development team through forecast planning and provided ongoing feedback and direction for developing effective marketing solutions to improve process efficiencies and drive business•Created 80+ marketing collateral, client presentations, website content, new business communication, and rebranded all the U.S. collateral post-2018 IPO•Managed Seismic folders and profile and was responsible for adding approved content; launched pitchbook builder and trained sales and marketing staff on features related to the software•Served as interim group head while manager was on maternity leave and oversaw a team of 4•Launched and onboarded LinkedIn/Twitter relationships and worked with legal to agree upon engagement, content and contract; launched new website and managed $2.5M marketing budget

Frankfurt Am Main, Hessen, De

• Partnered with senior private banker acting as a trusted advisor to support and manage $8B assets under care including alternative investment, complex investment, lending, trust, deposit and custody products in competitive market• Actively prospected and built new client relationships by leveraging network and partnerships while also taking ownership and growing relationship (cross-sell and up-sell) with existing clients and advisors• Interfaced with portfolio managers, credit, and trust officers to ensure ongoing account development and growth of long-standing client relationships with ultra high-net-worth individuals and family offices• Implemented targeted relationship management process to improve operational excellence and governed key marketing projects; leveraged marketing analytics to develop client segmentation strategy, optimize ongoing sales, and increase partnerships• Invented and implemented new product training program for all sales managers across the division• Prepared due diligence/compliance records and managed new sales team members

Us

• Oversaw 200+ high-net-worth clients, supporting their banking, lending and investment needs • Developed business plans, financial models, and launched strategy with portfolio managers to create customized asset allocation solutions for clients• Directed the development and management of both short- and long-term integrated sales plans • Formulated creative branding objectives for each business category to support and align the priorities of the sales target by evaluating all cross-functional decisions • Ensured profitability through revenue growth, client satisfaction, building brand awareness, and researching market presence to cultivate new assets• Managed budget planning, conducted financial modeling and analysis to support strategy, budget process, market development projects, and other initiatives • Prepared and submitted all client profiles required by the Patriot Act.

New York, New York, Us

• Managed relationships with high-net-worth clients by working closely with Senior Investment Counselors and Private Bankers• Prepared presentations and client and prospect meetings, high-profile events, panels, and speaking opportunities to communicate brand message to different target markets• Performed extensive research to obtain business accounts and developed marketing process improvement plans to maintain relationships with existing clients and potential clients, resulting in the acquisition of new accounts and additional assets• Developed comprehensive sales and business development campaigns and conducted prospective target client research for the region• Completed annual reviews for all clients across the Northeast region and generated regional performance numbers and statistics for monthly sales

New York, New York, Us

• Created and updated corporate communications, announcements, internet content, and the media kit for the Private Bank in direct collaboration with the Global Head of Communications • Worked with C-suite leadership team to confirm analysis and research of sources to use as reference material in the planning and writing of communications• Maintained web content, updating data on Citigroup.com and Citigroup.net web pages and compiled Private Bank’s weekly press list for Citigroup

Master Of Business Administration (Mba), Finance, General

Bachelor Of Arts (B.A.), Philosophy And Journalism

Education record

Integrative Nutrition Health Coach