2021 -2022 Director at intelliflo | Client Services and Relationship Management @
2020 -2022 Director of Client Services @
2018 -2020 Manager - Client Support and Relationship Management @
2017 -2018 Client Services Representative @
2016 -2017 Financial Advisor @
2014 -2016 Director of Training and Development @
2014 -2014 Director of Internship Development @
2012 -2014 Associate Financial Representative @
2008 -2012 Office Manager - Northbrook District @
2008 -2008 Office Coordinator - Northbrook District @
2007 -2008 Designer - Vernon Hills @
Lisa Jacobs Education
Eastern mennonite
(Psychology)
Southern New Hampshire University
(Accounting, Business Finance)
Lisa Jacobs Skills
Presentations
Organizational Strategy
Key Performance Indicators
Negotiation
Sales Planning
Sales Management
Team Leadership
Campaigns
Relationship Building
Account Planning
Acceptance Testing
Coaching
Business Process
Business Requirements
Customer-Focused Selling
Business Analysis
Strategic Accounts
Software as a Service (SaaS)
Business-to-Business (B2B)
Leading Positive Change
Operational Strategy
Strategy
New Product Rollout
Leadership Development
Project Management
Analytical Skills
Financial Advisory
Product Development
Cross-functional Team Leadership
Account Management
Business Growth
FinTech
Strategic Partnerships
Process Improvement
Customer Relationship Management (CRM)
Investment Management
Equity Trading
Business Relationship Management
Product Management
Software Implementation
New Business Development
Customer Service
Microsoft Excel
PowerPoint
Microsoft Office
Event Planning
Business Continuity Planning
Business Coaching
Organizational Development
Staff Development
Hiring Personnel
Financial Analysis
Financial Reporting
Financial Services
Life Insurance
Disability Insurance
Business Development
Risk Management
Management
Sales
Leadership
Time Management
Insurance
Public Speaking
Strategic Planning
Investments
Financial Planning
QuickBooks
Office Equipment
Team Building
Human Resources
Financial Risk
Finance
Full Life Cycle Recruiting
Compensation And Benefits Programs
Microsoft Word
Risk Assessment
Benefits Negotiation
Non Profits
Lisa Jacobs Summary
Lisa Jacobs, based in Bedford, NH, US, is currently a Head of Product Management at RedBlack Software. Lisa Jacobs brings experience from previous roles at RedBlack Software. Lisa Jacobs holds a Eastern mennonite. With a robust skill set that includes Presentations, Organizational Strategy, Key Performance Indicators, Negotiation, Sales Planning and more. Lisa Jacobs has 2 emails and 2 mobile phone numbers on RocketReach.
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