Summary
Overview
Work History
Education
Skills
Certification
Timeline
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William Lehmann

Portland

Summary

Dynamic leader with a proven track record at ClickUp, excelling in strategic planning and providing effective solutions. Spearheaded initiatives that significantly enhanced revenue and client satisfaction. Known for exceptional communication and creative solutions, adept at fostering team collaboration and driving business growth.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Lead Strategic Services Consultant

ClickUp
02.2023 - Current
  • Conducted thorough needs assessments to accurately identify client requirements and develop appropriate solutions.
  • Coordinated with sales teams to identify upselling opportunities, contributing to revenue growth.
  • Increased client retention by providing personalized support and tailored solutions.
  • Managed complex projects, ensuring on-time completion within budget constraints while exceeding client expectations.

Strategic Consultant

ClickUp
08.2021 - 01.2023
  • Led organizational restructuring efforts that streamlined workflows, improved communication channels, and increased overall effectiveness.
  • Implemented change management initiatives that positively impacted organizational culture and performance.
  • Enhanced company revenue through the identification of growth opportunities and execution of expansion strategies.
  • Mentored junior consultants on industry best practices, building strong foundations for their future success in the field.

Sr. Consultant

Smartsheet
01.2019 - 08.2021
  • Developed innovative strategies to address complex business challenges, resulting in increased profitability for clients.
  • Presented findings and recommendations to executive-level stakeholders, effectively communicating key insights and action plans.
  • Evaluated clients' needs and created plan of action to provide solutions.
  • Increased client satisfaction by providing tailored consulting services and effective problem-solving strategies.
  • Troubleshot issues by understanding issue, diagnosing root cause and coming up with effective solutions.

Taproom Manager

Southern Grist Brewing
01.2018 - 11.2018
  • Organized successful special events such as beer festivals or tastings, driving sales growth and attracting new clientele.
  • Managed inventory and maintained optimal stock levels to ensure product freshness and availability.
  • Implemented efficient scheduling practices for a staff of 11 to maximize productivity while minimizing labor costs.
  • Strengthened community connections by participating in local events, partnering with nearby businesses, and supporting charitable causes.

Global Solutions Consultant

Quickbase
01.2015 - 04.2017
  • Used consultative sales techniques to understand customer needs and recommend relevant solutions and services.
  • Exceeded quota expectations consistently through diligent prospecting efforts and effective pipeline management techniques.
  • Conducted comprehensive product demonstrations for clients, resulting in increased understanding of features and benefits.

Associate Enterprise Sales Representative

Oracle
01.2014 - 01.2015
  • Delivered engaging presentations to C-level executives showcasing product value propositions clearly and effectively.
  • Navigated challenging competitive landscapes successfully by differentiating company offerings from competitors'' products.
  • Effectively managed territory assignments while maintaining a strong focus on achieving individual objectives.
  • Exceeded sales goals by cultivating a robust pipeline of qualified leads.

Education

Bachelor of Science - Business Administration

University of North Carolina At Chapel Hill
Chapel Hill, NC

Skills

  • Excellent communication
  • Collaborative mindset
  • Client relationship building
  • Creative solutions
  • Business analysis
  • Active listening
  • Team leadership
  • Product knowledge
  • Strategic planning
  • Reporting and documentation

Certification

SAFe Certified

Timeline

Lead Strategic Services Consultant

ClickUp
02.2023 - Current

Strategic Consultant

ClickUp
08.2021 - 01.2023

Sr. Consultant

Smartsheet
01.2019 - 08.2021

Taproom Manager

Southern Grist Brewing
01.2018 - 11.2018

Global Solutions Consultant

Quickbase
01.2015 - 04.2017

Associate Enterprise Sales Representative

Oracle
01.2014 - 01.2015

Bachelor of Science - Business Administration

University of North Carolina At Chapel Hill

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William Lehmann