Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Martens

OSHKOSH,WISCONSIN

Summary

Results-driven professional with background in strategic account management and relationship building. Adept at developing and executing plans that enhance client satisfaction and foster long-term partnerships. Known for collaborative approach and ability to adapt to evolving client requirements, ensuring consistent team success and measurable outcomes.

Overview

24
24
years of professional experience

Work History

Strategic Account Relationship Manager

School Specialty
04.2022 - Current
  • Utilize an outbound sales process including, needs- based consultative selling, aid customers in achieving business goals with use of school specialty products.
  • Strategize my book of business to optimize GP and meet budget. Pivoting strategy as sales cycles change.
  • Develop multi-level relationships with accounts to promote, market and sell School Specialty brands existing and potential customers within assigned territory.
  • Use salesforce to manage book of business in assigned territory activities include updating account and contact data, pipeline management, account planning and intelligence information on accounts.
  • Resolved complex customer issues in a timely manner while maintaining positive relationships with clients.
  • Managed a portfolio of accounts by providing timely support and guidance.
  • Cultivated strong client relationships through proactive communication and problem-solving.
  • Drive and create positive, collaborative environment by developing deep customer understanding of needs and leveraging internal departments to maximize revenue opportunities.
  • Partners with Category sales, subject matter experts, and merchandising to understand new or additional product offerings and services where applicable.
  • Overcome objections and effectively manage customer rejection.
  • Respond to customer inquiries in a timely manner and follow-up on all sales leads.
  • Drive continued growth; move customers to our on-line order entry platform.
  • Work directly with customer to asses, describe solutions, define products, create quotes.
  • Display consistency in word and action -model high standards of ethics.
  • Remain Optimistic and Persistent.
  • Support and follow all company safety policies and procedures. Perform other duties as assigned.
  • Leveraging Tableau and Stratum to gain insight into territory planning
  • Highspot marketing campaigns


Assistant Store Leader

KWIK TRIP CONVENIENCE STORES
09.2019 - Current
  • Resolve coworker and customer concerns
  • Problem solve challenges and shift priorities
  • Scheduling
  • Suggestive Sales of new product offerings
  • Developed strong rapport with customers and created positive impression of business.
  • Watch daily production plans to me 100% of GP goals
  • Cost counts and Inventory
  • Collaborated with Store Leader to develop strategies for achieving sales goals and driving revenue growth.

Business Development Manager

ELITE HUMAN CAPITAL SERVICES
04.2019 - 07.2019
  • B2B Customer service, meeting the needs of current clients
  • B2B Sales obtaining new clients and reaching business growth goals
  • Maintaining a pipeline of prospective via all methods of social media and cold calls
  • Cold calling and visiting prospective clients who have hiring needs

Consultant

06.2013 - 01.2019
  • Company Overview: Nationwide business development and strategy in Funeral Service Sales
  • Assisting various companies and former colleagues with business strategy, team coaching, pre need sales, hiring and EBITDA growth
  • Nationwide business development and strategy in Funeral Service Sales

Operations Manager, Wisconsin

FOUNDATION PARTNERS GROUP
06.2017 - 03.2018
  • Comprehend financial operations analysis to meet proforma through EBITDA
  • Coach team members to optimal customer service levels
  • Ensure the standards of former owners while using the standards of Foundation Partners Group
  • Assess, report and repair properties where needed within financial boundaries
  • Excel at managing to bonus to reach operating profit
  • Coordinate with AVP to have the best communication on what each firm needed
  • Coach team members on programs offered and phone inquiry skills to convey what makes us special
  • One on One meetings to gain employee feedback on performance and overall temperature of the staff

General Manager of Operations and Sales

SCI
07.2014 - 04.2016
  • Multiple (13 roof tops) Funeral Home Operations
  • Creating meaningful life celebrations for the families we served
  • Leading the team in a results driven environment while creating synergy and a fulfilling work environment
  • Created a new team and decreased turnover
  • Maintain property aesthetics as well as code compliant with company structure
  • Foster a team environment that embraces the initiatives to grow sales average and client family satisfaction
  • Sales average growth $2,108 per sale
  • Collaborate a marriage between preneed sales and at need arrangers
  • Develop programs to weave these two important facets of revenue
  • Pre need growth 60%
  • Financial monitoring and creating growth to maintain a healthy business
  • Daily huddles with the team to discuss daily direction, reward the team on daily achievements and to take the temperature of the group
  • Weekly sessions with department heads to capture areas for growth, discuss expenses to mitigate and keep a strong bond among team leaders
  • Raised OP from 11% to 39% in 6 months
  • Monitor customer satisfaction via survey results
  • Discuss problem areas with the team and highlight successes
  • Raised customer satisfaction by 38 points
  • Meet with families to demonstrate my knowledge and to lead by example
  • 73% package take rate for the families I served
  • Assist the team in understanding the client value in catered receptions, flower sales, DVD memories, personalization and bundling of these items to make it easier for families
  • Recognize road blocks for arrangers and create understanding and training to overcome

Regional Operations and Sales Manager

SCI - WISCONSIN
05.2006 - 07.2014
  • Oversee my Area of Responsibility in Wisconsin to include 5 properties and 4 Location Managers
  • Create and foster a team environment with the leadership team
  • Keep each business fiscally profitable while teaching managers EBITDA and how to influence it.
  • Identify areas of success and opportunities for growth of top line revenue as well as pre need sales
  • Cohesively create a plan with location management to help the team embrace the strategy
  • Weekly 'Go To' meeting with the location management team to continue to review our focus and lay out what initiatives are coming forth
  • Implement and audit Standard Operating Procedures at each property
  • Pinpoint any staff that needs 'embracing or replacing' and scout for new talent
  • Prospect and interview for new team members
  • Community involvement

Managing Partner

MARTENS LAEMMRICH FUNERAL HOME
10.2000 - 05.2006
  • Community involvement was a priority in this position
  • Create an excellent reputation with client families and the community via customer satisfaction, community outreach, and meeting with every family possible
  • This firm had a poor reputation due the previous owner
  • Championed change management initiatives that enhanced operational efficiency without compromising on service quality or employee satisfaction.
  • Mentored junior staff members, resulting in a more cohesive team and increased overall performance.

Education

AA -

MATC - Business Operations
MILWAUKEE, WI

Pre Need Sales - YOUR RESPONSIBILITY - The mindset of pre need and at need sales are both beneficial to the future of your business. The knowledge and technique on how to make them successfully one.

SALES MINDSET
NEW ORLEANS, LA
01-2016

How To Achieve Your Goals I AM A GAME CHANGER

GAME CHANGER PROGRAM
PUEBLO, CO
01-2013

Managing For Excellence

MANAGING FOR EXCELLENCE
PUEBLO, CO
01-2013

Skills

  • Exceptional interpersonal communication
  • Effective Team Leader
  • Industry Leading
  • Results driven
  • Sales negotiations
  • Business strategies
  • Teamwork and collaboration
  • Time management
  • Conflict resolution
  • Project management
  • Training and development of staff
  • Positivity!
  • Competitive analysis
  • CRM software proficiency
  • Client relationship building
  • Sales training
  • Territory management
  • Upselling and cross selling
  • Revenue generation
  • Key performance indicators
  • Autonomous
  • Customer satisfaction
  • Sales presentations
  • Data-driven decision making
  • Sales strategy development
  • Pipeline management
  • Performance tracking
  • Influencing skills

Timeline

Strategic Account Relationship Manager

School Specialty
04.2022 - Current

Assistant Store Leader

KWIK TRIP CONVENIENCE STORES
09.2019 - Current

Business Development Manager

ELITE HUMAN CAPITAL SERVICES
04.2019 - 07.2019

Operations Manager, Wisconsin

FOUNDATION PARTNERS GROUP
06.2017 - 03.2018

General Manager of Operations and Sales

SCI
07.2014 - 04.2016

Consultant

06.2013 - 01.2019

Regional Operations and Sales Manager

SCI - WISCONSIN
05.2006 - 07.2014

Managing Partner

MARTENS LAEMMRICH FUNERAL HOME
10.2000 - 05.2006

AA -

MATC - Business Operations

Pre Need Sales - YOUR RESPONSIBILITY - The mindset of pre need and at need sales are both beneficial to the future of your business. The knowledge and technique on how to make them successfully one.

SALES MINDSET

How To Achieve Your Goals I AM A GAME CHANGER

GAME CHANGER PROGRAM

Managing For Excellence

MANAGING FOR EXCELLENCE

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Lisa Martens