Lisa Davis

Experience

• 

  Montgomery Securities

  Jan 1992 - Jan 1999

  Institutional Sales Trader
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  Birch Worldwide

  Feb 2010 - Feb 2014

  Global Channel Program Manager

  Managed $100M+ annual program budgets across hundreds of channel partners, leading global account management across North America, EMEA, and Asia Pacific. Collaborated with clients to develop and execute joint marketing plans, driving a 20% increase in adoption and usage through robust onboarding and training programs. Established and enforced financial controls to ensure compliance, while partnering with stakeholders to align MDF campaigns with measurable goals. Built long-term client relationships by delivering customized software solutions that met business needs and effectively communicated requirements to technical teams. Monitored SLAs, performance, and financial reports to ensure program success. Show less

• 

  Stand & Deliver

  Feb 2014 - Jan 2019

  Managed 175+ programs annually as the primary client liaison, fostering long-term relationships and driving renewals and expansion. Led a team of Program Managers to exceed client expectations and deliver exceptional results. Streamlined operations to reduce COGS by 15% and implemented the company’s first CRM system, improving efficiency by 25% with 100% user adoption. Directed onboarding, training, and client education programs while ensuring mutually beneficial contract negotiations.

  • Senior Customer Success Manager

    Jan 2016 - Jan 2019

  • Customer Success Manager

    Feb 2014 - Jan 2016
• 

  Stand & Deliver

  Dec 2019 - now

  Senior Account Manager

  Key driver in building and maintaining long-term relationships with major global organizations like Cisco, Deloitte, Workday, and Google. Managed a team of forty consultants, guiding them in developing business opportunities and nurturing client relationships. Strategic leadership contributed over 10% to overall sales through global expansion, renewals, and referrals. Led the creation of sales enablement resources, adapted pricing strategies to ensure profitability, and consulted on new offerings to drive business growth. Show less