Lisa Assad

Experience

• 

  UnitedHealth Group

  Jul 1996 - Apr 2006

  Led retention efforts and marketing of healthcare benefit solutions for the Small Business Commercial segment of customers with 2-99 employees. Responsible for Central and North Florida territories for account management and sales operations, managing a team of 23 employees and a $50M book.

  • Director, Small Business Account Mgmt.

    Oct 2000 - Apr 2006

  • Account Service Consultant, Associate Account Executive, Business Analyst

    Jul 1996 - Oct 2000
• 

  Iron Mountain

  May 2006 - Jun 2018

  Business Partner for the Inside Sales Organization supporting employee development, new hire onboarding and training, coaching, product knowledge and sales process methodology. Design, develop, implement and deliver training programs to support the needs of Iron Mountain's Sales Organization. Elevating sales performance through skills, education and resources. Provided training and education of the necessary information, tools and technologies to enable the customer facing Account Management Organization to excel in their sales interactions. Accountable for driving revenue, building relationship capital and increased customer retention across the Healthcare market landscape. Proactively managed customer programs through new opportunity identification, up-sell execution, renewal strategy, contract negotiations and business reviews to enable growth and customer loyalty. Led account management efforts for Iron Mountain's Records Management and Data Management products and services in the Tampa Bay, Central and North Florida markets. Responsible for relationship development, growth and retention of $40M in annual revenue.

  • Learning and Performance Manager

    Apr 2016 - Jun 2018

  • Learning and Performance Manager

    Jan 2013 - Apr 2016

  • Enablement Manager

    Jan 2011 - Dec 2012

  • Manager, Healthcare Accounts

    Jul 2007 - Dec 2010

  • Manager, Account Services

    May 2006 - Jun 2007
• 

  Kronos Incorporated

  Oct 2018 - Nov 2021

  Customer Success Manager
• 

  UKG (Ultimate Kronos Group)

  Oct 2021 - now

  Executive Relationship Manager