Summary
Overview
Work History
Education
Skills
Member of Linkunite
References
Timeline
Generic

Lisa Weiss

Draper,UT

Summary

Versatile Senior Account Executive with 18 years of experience in attracting and retaining top accounts, maintaining strong relationships with clients and improving sales and revenue. Working knowledge of strategic selling, sales methodologies and best sales industry practices. Excellent written and oral communication skills with specialties in Strategic Partnerships and Account Management. Productive and dedicated sales leader with superior knowledge of cultivating relationships to promote products and services. Prepared to take on challenging professional demands and opportunities to expand new career opportunity.

Overview

19
19
years of professional experience

Work History

Senior Account Executive (New Media Division)

Rate Special Interactive
Pasadena, CA
06.2023 - Current
  • Primary responsibilities include the development and execution of new media channels for call center, TV/Radio Broadcasting and influence marketing
  • Weekly plan strategy and management of the new channel roadmap, vision and strategy, client experience, data analysis of customer effectiveness
  • Collaboration with internal departments and teams
  • New business development to onboard new publisher to drive traffic to network offers in the following verticals: credit building/monitoring, banking, credit cards
  • Manage full sales cycle from qualification, discovery, launch, approval
  • Developed pipeline by using outbound prospecting best practices
  • Conducted weekly zoom presentations, pitched credit repair program on a cpa, cpl, live call
  • Forecast sales activity and revenue achievement
  • Daily use of Hubspot, Jira, slack, linktrust.

Director, Business Development

Progrexion Marketing
Salt Lake City, UT
02.2020 - 09.2023
  • With annual revenue of approximately $500M and EBITDA of $100M, Progrexion is the operator for the nation’s dominant credit repair companies, Lexington Law and CreditRepair.com, as well as the consumer credit website, Credit.com
  • Sourced new partners that generated $5 Million in revenue for three brands, the Partnerships division generated over 70% of the gross sales for the company in any given month
  • Based on demonstrated professionalism and leadership skills, was promoted to Director of Business Development in 8 months from start date
  • Drive revenue by developing and executing new partner marketing strategy to drive credit repair enrollments via live call transfer, Pay Per Call, online signup and lead generation
  • Responsibility for achieving profit and growth targets for the Partnership division
  • Developed integrated strategies and coached Business Development team and Account Managers to achieve desired growth and yearly profit goals
  • Launched a new product that scaled from 0 to over 200,000 signups and 55,000 paid subscribers for this category leading subscription product
  • Managed new business development team and trained account managers on channels, onboarding and optimizing
  • Successfully onboard on average 200 new partners through Brand, legal, and optimization
  • Attend weekly strategy meetings with business development teams, weekly one on one’s with directors
  • Collaborated with operations manager to set up tracking, API, phone, email, SMS, suppression, and other technical requirements
  • Sourced new partners in multiple financial spaces: credit building, credit repair, loan, mortgage, debt, solar
  • Collaborated with creative team to layout new landing pages and reporting
  • New partners strategies SEO, Social, Native, ads, email, SMS, lead generation, content marketing, blogs, offer walls, paid, display, pay per call, warm transfers, and split testing
  • Showcased the company's capabilities, benefits, and value proposition at industry tradeshows and conferences
  • Joined Account Managers on customer phone calls to help facilitate higher close rates
  • Establish partnerships and cross-functional processes with key internal stakeholders including Marketing, Creative, Finance, Public Affairs, Product, Technology, Operations, Customer Service and Internal Communications to ensure seamless execution
  • Daily use of SalesForce, Everflow, Let’s/Cret’s in house proprietary tracking systems, Slack, Monday
  • Worked from home office and attended in person weekly sales meeting at headquarters.

Strategic Partnerships, Lead

Credit Saint
Mahwah, NJ
10.2022 - 05.2023
  • Execution and implementation of a framework for new lead generation and online signup strategies
  • Onboarded tracking system and CRM to add features to the system for better sales flow, follow up documentation and pipeline management
  • Pitched credit repair program on a cpa, cpl, live call transfer partners
  • Ran client zoom calls to review performance on key account metrics
  • Success in leveraging partnerships to drive key business KPIs including acquisition, partner retention
  • Consulted with the head of product and life cycle marketing weekly to identify
  • Lead and inspire a team of partner marketers to achieve goals and drive impact while supporting the overall priorities and goals of Credit Saint through partner channels
  • Represented company at industry trade shows
  • Daily use of Hubspot, Everflow, slack.

Director, Publisher Relations

Lido Labs
Newport Beach, CA
02.2014 - 02.2020
  • Recruited new affiliates to run traffic to offers and directly managed their campaigns
  • Managed monthly spends of 1 million
  • Generate leads on-line with their main focus being in the education, financial, rent to own, mortgage, credit, credit repair and debt reduction industries
  • Solely Generated over 20k consumer leads online per day for rent to own and edu verticals
  • Directed all sales performance and operations of a publisher partnerships
  • Focused business needs and aligned team to meet those needs by combined strategic application of business initiatives with vigilant assessment of performance in order to leverage skills of the team for the growth of company
  • Monitored and analyzed daily campaign performance to provide recommended optimizations for partner growth
  • Distributed creative assets, place/test pixels and campaign logins
  • Handle all List Management partnerships, recruit and qualify data managers, set up posting instructions and tests, manage daily caps allocations and delivery
  • Analyze revenue at the end of month to determine profitability on rev share accounts
  • Quick to identify large advertisers and data partners to list manage and revenue share
  • Manage all media buy campaigns and optimization
  • Work directly with the Managing Partners on daily communications in account development and reporting systems
  • Worked with CTO to create custom daily reporting to add features to the system for efficient and time management
  • Daily use of leadmacro inhouse proprietary tracking system, Asana, Forensic, Lashback
  • Worked from home office and attended weekly sales meeting at headquarters.

Affiliate Manager

Identifyle, LLC
San Diego, CA
03.2012 - 02.2014
  • Managed publishers accounts to drive traffic to industry specific verticals
  • Tracked campaigns after launch to ensure performance metrics
  • Promoted new offers, as well as identified areas of improvement
  • Set up and assigned creative assets for new clients and updated creative refresh
  • Assisted List Management partnership by setting up posting instructions
  • Assisted in media buy campaigns and optimization
  • Worked daily directly with the VP Marketing.

Business Development Manager

Heritage Security Services
San Diego, CA
03.2010 - 02.2012
  • Hired to grow territory by prospecting North County companies, banks, retail shopping centers and gated communities to provide on site security solutions and mobile CYCOP technology
  • Organized and conducted all lunch and learn demonstrations
  • Drafted and presented RFP’s
  • Attended all industry trade shows
  • Worked from home office and attended weekly sales meeting at headquarters.

National Account Executive

Resource Nation
Solana Beach, CA
02.2009 - 04.2009
  • Recruited to contact and sell lead generation services to national vendors in the following verticals, Phone/Voip, Merchant Cash Advance, Credit Card processing and POS systems
  • Hired to convert existing national vendors to long term contracts
  • Maintained ongoing contact with existing accounts to ensure program effectiveness.

Senior Account Manager – Team Lead

ZipSearch
San Diego, CA
03.2005 - 02.2009
  • Prospected C-Level decision makers and presented internet marketing solutions
  • Customized national lead generation campaigns to insurance/mortgage companies
  • Negotiated and closed over 4.5 million in sales through accurate assessment of client’s needs and budget requirements
  • Top Producer for total business sales and client retention from 2006-2009
  • Based on demonstrated sales and management skills, gained confidence of senior management to the promotion of Team Lead for the Insurance division
  • Interviewed, trained and mentored new employees on policies and procedures
  • Developed and managed over 200 accounts with yearly client retention of 90%
  • Corporate accounts included, Allstate, State Farm, Farmers, American Family, Nationwide, Health Markets, TorchMark, Signature Health and Anthem Blue Cross.

Education

Bachelor of Arts - Communications

The Ohio State University
12.2000

Skills

  • Project Management
  • Multitasking and Organization
  • Consultative Sales
  • Business Development
  • Prospecting and Networking
  • Team Collaboration
  • Client Relationship Management
  • Key Account Management
  • Relationship Management
  • Pipeline Development
  • Demonstrations and Presentations
  • Customer Relationship Development
  • Revenue Generation
  • Cross-Functional Teamwork
  • Partnership Development

Member of Linkunite

LinkUnite is a movement aimed at uniting communities and the greatest minds in marketing and wider industries. Poised to break barriers and elevate the soul, LinkUnite is where egos are left at the door and members are encouraged to connect. Create and discover the next level of your career and cultivate a new extended family. Connect, Create, Unite. LinkUniterences available upon request

References

References available upon request.

Timeline

Senior Account Executive (New Media Division)

Rate Special Interactive
06.2023 - Current

Strategic Partnerships, Lead

Credit Saint
10.2022 - 05.2023

Director, Business Development

Progrexion Marketing
02.2020 - 09.2023

Director, Publisher Relations

Lido Labs
02.2014 - 02.2020

Affiliate Manager

Identifyle, LLC
03.2012 - 02.2014

Business Development Manager

Heritage Security Services
03.2010 - 02.2012

National Account Executive

Resource Nation
02.2009 - 04.2009

Senior Account Manager – Team Lead

ZipSearch
03.2005 - 02.2009

Bachelor of Arts - Communications

The Ohio State University
Lisa Weiss