Zachary Lisson
El Dorado Hills,CA
Summary
Detailed-oriented and resourceful professional with experience managing projects within financial, technology, and health industries.
Overview
7
7
years of professional experience
Work History
Client Success Lead
Guidepoint Global
02.2024 - Current
- Manage a book of 15 mid/large-sized client organizations including Venture Capital, Hedge Fund, Private Equity, and Mutual Funds.
- Entrusted with and growing some of Guidepoint SF's highest priority accounts
- Taking on a mentoring role for project managers as well as research managers within the SF team
- Part of the leadership team I the SF office
- Have a seat at the table for strategic decision-making in terms of client growth, retainment
Senior Project Manager
Guidepoint Global
02.2021 - 02.2024
- Managed book of 11 mid/large-sized client organizations
- Increased book of clients led to a wider knowledge base of different industries and verticals within those industries
- Responsible for delegating tasks to lower level associates for custom recruiting, and ensuring smooth project workflow from begging to end.
- Tasked with mentoring and training in best workflow practices for new project managers in the SF Office
- Assigned and converted Trials to grow Guidepoint's SF market share
Project Manager
Guidepoint Global
08.2018 - 02.2021
- Managed a book of 8 mid/large-sized client organizations
- Assisted clients on their investment requests by performing market-based research and compiling reports.
- Connect clients with C-Suite/high level executives for 1-on-1 consultations by sourcing and communicating with Executives to identify relevant subject matter experts.
- Executing trials to win new clients
- Help Associates understand project criteria and teach recruitment strategies.
- Communicate frequently with clients over emails and calls to discuss objectives and data findings.
- Consistently led SF-Office in output of consultations and growth of client books
Research Manager
Guidepoint Global
01.2018 - 08.2018
- Supported 4 Project Managers in their workflows by sourcing experts relevant for their book of clients.
- Organized reports for clients to review.
- Begin to take on initial clients as primary point of contact and running projects throughout lifecycle
- Delegated project requirements as well as guiding and training Associates on how to best execute processes.
Associate
Guidepoint Global
11.2016 - 12.2017
- Sourced and identified subject matter experts that fit client's needs.
- Recruited C-suite/ high level executives across various industries through LinkedIn Recruiter and other forms of outreach.
- Balanced multiple high priority projects with time sensitive deadlines.
- Consistently a top 10 Associate in the company every month.
Education
No Degree - Economics
California Polytechnic State University-San Luis Obispo
San Luis Obispo, CABachelor of Arts - Economics
Sacramento State University
01.2016
Skills
- Client Servicing
- Time Management
- Critical Thinking
- CRM Fluent
Additional Information
Multi-sport athlete throughout high-school leading to playing rugby at the collegiate level.
Timeline
Client Success Lead
Guidepoint Global
02.2024 - Current
Senior Project Manager
Guidepoint Global
02.2021 - 02.2024
Project Manager
Guidepoint Global
08.2018 - 02.2021
Research Manager
Guidepoint Global
01.2018 - 08.2018
Associate
Guidepoint Global
11.2016 - 12.2017
No Degree - Economics
California Polytechnic State University-San Luis Obispo
Bachelor of Arts - Economics
Sacramento State University
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