Quisitive

Senior Account Executive

3Cloud

Here are a few highlights from my time at 3Cloud:
- Exceeding Expectations: Surpassed a highly ambitious quota by 23% in my first year, driven by a passion for innovation and a relentless focus on client success.
- Forging Strategic Alliances with Microsoft: Independently developed pipeline and marketing materials, securing major deals with Microsoft's strategic customers, solidifying our position as a trusted partner.
- Harnessing the Power of AI and Data: Strategically leveraged AI and data-driven insights to pinpoint high-value prospects, personalize sales strategies, and elevate deal win rates to unprecedented levels.
- Building Relationships that Endure: Cultivated strong, enduring relationships with key decision-makers, fostering long-term client partnerships and driving repeat business through unwavering trust and understanding.

My Expertise Fueling Growth:
- Strategic Sales Leadership: Skilled in building and coaching high-performing sales teams to achieve ambitious goals, fostering a culture of collaboration and excellence.
- Digital Transformation Expertise: Possess a deep understanding of cloud solutions and their potential to revolutionize business landscapes, enabling organizations to unlock their full potential.
- Data-Driven Decision-Making: Adept at leveraging data analytics to identify opportunities, measure performance, and optimize sales processes, ensuring continuous improvement and growth.
- Relationship Building: Excel at building trust and rapport with clients, fostering long-term partnerships that drive mutual success.

I'm energized by the transformative power of cloud technology and committed to helping organizations achieve their boldest aspirations.

Enterprise Sales Director

Seamgen

Seamgen is a multi-million-dollar Microsoft Azure Partner.  We develop web and mobile applications.  

At Seamgen, I have -

• Developed and executed a strategic partnership via senior Microsoft executive sponsors focused on Azure Consumption Revenue (ACR).
• Continually evaluated marketplace trends and oversaw gathering of competitive intelligence within markets and across service lines.
• Drove company branding efforts to increase market presence and brand recognition.
• Developed overall marketing strategy and support implementation across all departments.
• Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
• Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
• Enhanced profitability by developing pipelines utilizing marketing and sales strategies.

Vice President Sales and Alliances

GSX Groupware Solutions

GSX (Now Martello) is a SAAS Microsoft Office 365 Monitoring Solution . I took over the North American operations when there were only legacy maintenance contracts with a retired product.

We grew recurring revenue exponentially including contracts with many Fortune 500 companies.

We also closed a multi-million dollar opportunity with the largest Microsoft reseller in the world.

•	Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue. This included a robust LinkedIn strategy using LinkedIn automation tools and campaigns as well as driving channel revenue by embedding our solution into their services. We also had frequent webinars and attended trade shows to generate additional leads.
•	Performed monthly sales forecasting and competitive analysis to determine product performance levels and need for new product developments.
•	Analyzed past sales data and team performance to develop realistic quarterly sales goals.
•	Worked directly with marketing to implement lead generation software, including sequences, to automate the follow-up with outstanding leads.

General Manager 

Binary Tree - Powering Enterprise Transformations

Binary Tree is an ISV in the Microsoft ecosystem.
-  Built and managed channel relationships with multi-million dollar revenue streams.  Global partners include Microsoft, Avanade, Altos, and HPE.
-  Managed a global team of channel and alliances professionals.
-  Implemented a global version of impartner.com, the premier Partner Relationship Management Platform.  As a result, we were able to exponentially grow our partner base.
-  Created partner sales enablement tools and training classes to allow our partners to sell directly to clients.
-  Actively participated in the vendor selection process of a new Learning Management System.

Global Director of Channel and Alliances

Seamgen is one of the fastest growing mobile design and development services firms in Southern California. 

•	Participated in discovery, scoping, estimation, and presentation to prospects, including gathering requirements, formulating delivery approach, and developing the proposal/SOW.
•	Managed teams consisting of project managers, developers, and creative designers to ensure that customer objectives and expectations were met, including Blue Shield of California and Intel.

Vice President

ScrollMotion

ScrollMotion is a custom mobile applications company.

At ScrollMotion, I grew three of the largest brands in the world into multi-million dollar accounts.  

Additional Accomplishments -

•	Participated in discovery, scoping, estimation, and presentation to prospects, including gathering requirements, formulating delivery approach, and developing the proposal/SOW.
•	Managed engagements from sale of service to delivery at accounts including State Farm, Hallmark, and General Electric.
•	Managed an account team to ensure timely delivery of projects, most of which came in on budget/were profitable as outlined in the SOW, including working with the client project manager to identify/resolve issues that impacted project scope and/or timeframe.
•	Led presentations at Executive Steering Committee meetings.
•	Identified and helped close additional projects within large enterprise organizations.  As an example, we ended up building over 50 different mobile applications for GE, including an iPad app for their Appliances salespeople.  The app was referenced in the Wall Street Journal as a “game changer”, including a quote from Jeff Immelt, GE’s CEO. 
•	As most of the projects were fixed bid, carefully monitored scope of the SOW and issued change orders, when necessary.
•	Led implementation of Salesforce.com. for the company. 
•	Worked directly with ScrollMotion’s development team to gather product requirements and managed the product roadmap to meet our customers’ needs.
•	Created successful partnership/channel sales with OS providers, wireless services providers, and OEMs including Apple, Microsoft, Intel, others.
•	Developed pricing policies, including volume discounts and terms and conditions, for high-profile customers and channel partners.
•	Worked directly with Chief Legal Officer in developing complex legal agreements.

Vice President of Marketing and Sales

Resource Global Professionals

Managing Director for Resources Global Professionals, a publicly traded, $550 million global consulting company that spun out of Deloitte. In one fiscal year, we grew the practice over 500%, making the Kansas City office one of the top three fasting growing offices in the company.

•	Developed new relationships with over 20 new Clients, including several Fortune 1000 companies such as H and R Block and Kansas City Power and Light.
•	Acted as engagement manager for a Fortune 500, financial services Client.  The Client had several issues that needed to be restated and the project had over 40 consultants.
•	Acted as engagement manager for a large, publicly traded mortgage company.  This Client had limited time to become SOX compliant.  We had over 10 consultants in Internal Audit and over 15 consultants in IT.
•	Continually developed new business by identifying target clients, networking, meeting with target clients, and selling all Resources’ service lines. 
•	Cultivated and expanded existing business relationships through frequent communication and regular client visits. 
•	Sold projects to new and existing clients, clarified the scope of projects with clients, identified business solutions, presented qualified Associates to the client, and negotiated billing arrangements. 
•	Assisted in the recruitment of Associates, conducted interviews and assessed skill set and competencies of candidates and negotiated Associates' compensation.

Managing Director

Liquidmedium

Co-founder of LiquidMedium, a software company that offered solutions to large companies, allowing them to connect directly with their staffing and consulting providers. My co-founder and I raised several million dollars in capital and eventually sold the company to a $2 billion, publicly traded company.

•	Started a multi-million dollar software development and application hosting company from conceptual design. 
•	Raised several million dollars, including active participation in developing a joint venture with a $2 billion publicly traded company.
•	Developed a successful channel sales program that led to over $10 million annual sales in less than 2 years.
•	Performed combined sales initiatives with our joint venture partner that resulted in several million dollars in new sales for our partner.
•	Located, developed and closed new business with Fortune 1000 Clients.  Clients closed included Siemens, Ericsson, PriceWaterhouseCoopers (United Kingdom), Great West Life, Agfa (a division of Bayer), Lyondell, Parker Hannifin, and Thomson Multi-Media.
•	Focused on selling to and developing relationships with the Executive Level (CIO, CFO, VP Procurement).
•	Directed marketing initiatives including the design of the website, brochures and Power Point presentations.
•	Responsible for forecasting and maintaining monthly income statement.
•	Reviewed and developed contracts.

Founder/EVP of Business Development

Whall Technology, LLC

Specialized in PeopleSoft implementations for Fortune 500 companies.

Consultant

I partner with organizations to maximize their growth and profitability through Azure solutions. My unique blend of CPA expertise and 20+ years in sales leadership allows me to understand your financial goals and tailor Azure strategies that directly impact your bottom line.

By leveraging AI and data-driven insights, I pinpoint high-value opportunities and personalize sales approaches for maximum efficiency.  Additionally, I coach and develop sales teams to deliver results that consistently exceed expectations.

My mission is your success.  Whether it's optimizing performance, increasing efficiency, or enhancing security, my Azure-based solutions are designed to unlock your organization's full potential.

Let's connect and discuss how I can help your organization achieve its next level of growth.

Lisa Whall

National Grid

•	Management and Implementation of Microsoft 365 Features
•	Lead Engineer on Copilot Early Access Program roll-out
•	Lead Engineer on Sensitivity Labels roll-out
•	Lead Tech Talk sessions for all employees about Microsoft 365 services
•	M365 services evangelist
•	Review and produce architecture documentation for implementation of new products and features

Senior Microsoft 365 Engineer

Self Employed

Drone Operator/Photographer

Thrive

Solutions Architect - Microsoft Collaboration

MassMutual

Office 365 & SharePoint Engineer

Wilson Language Training

•	Manage & maintain SharePoint Online Instance
•	Design and developed SharePoint Online architecture.
•	Design and develop solutions to improve business processes via SharePoint Online, Flow, PowerApps and other Office 365 applications. 
•	Rebranded 2013 interface
•	Project Lead on the design & implementation of SharePoint 2013 to SharePoint Online Migration
•	SharePoint 2013 and Office 365 Administration
•	Manage and Maintain Mitel Phone System
•	Provide Tier III support to Help Desk and junior level co-workers
•	Encourage collaboration with use of SharePoint 2013, SharePoint Online, Microsoft Teams and Zoom
•	Research ways to streamline business processes using Microsoft Technologies

SharePoint & Collaboration Adminstrator

•	Manage Production, QA, Development and Test Servers
•	SharePoint 2010 and Office 365 Administration
•	Drive user adoption of SharePoint 2010 and Office 365 services
•	End user support of up to 8000+ users via ticketing system and project work
•	Provide Tier III support to Help Desk and junior level co-workers
•	Work with lines of business to design and develop their sites including workflows, document libraries, lists and other functions
•	Utilize SharePoint Designer 2010/2013 as means to design, develop and administer farms
•	Develop custom designed pages using HTML & CSS
•	Improve business processes developing custom tailored workflows
•	Deploy internal custom and 3rd party solutions to SharePoint farms
•	Manage all aspects of the SharePoint farms
•	Co-lead in planning and facilitating internal SharePoint User Group
•	Work with Enterprise Audit and Information Security departments to implement security standards on farms
•	Lead Administrator on migration of content from another company to MassMutual. Moved 50 site collections totaling 200+gb of data in 8+ months
•	Provide exceptional customer service
•	Tech Lead for the SharePoint Enterprise Disaster Recovery testing
•	MassMutual Winners Circle – Customer Service Award (2014)

SharePoint Engineer

Country Bank

Lead SharePoint 2010 Administrator. (Design, Deploy, Maintain and Support the farm). Strong knowldge with SharePoint Designer 2010 and InfoPath 2010. 

Cisco Unified Communications Administrator in coordination with a contracted support company NWN. (Contact Center, Call Manager, Presence, Unity)

Upgraded and deployed servers from 2003 to 2008r2. 

Engaged in disaster recovery testing and planning.

Network Engineer

Managed day to day tape rotations, file moves and security log checks using GFI Events Manager.

Server (Windows 2000, 2003, 2008) and Desktop (Windows 2000, XP, 7) Support

Supported OSI's DNA which is the bank core application.

Manage the bank's current phone system, which is a Nortel Option 11C. 

Handled help desks that range from user lock-outs to installation of software to installation of printers, monitors, etc.

Coordinate user office and desk moves.

Network Support Technician

Customer Support
Record retention for the bank

Operations Clerk

Towne & Country Gardens

Assisted customers throughout the sales yard.
Assisted in creating beautiful landscapes.

Sales Yard Attendant & Landscaper

As the Collaborator Crusader at National Grid, I am not just a Senior Microsoft 365 Engineer; I am the guardian of data integrity and the architect of collaboration. With over 15 years of IT experience and a decade of expertise in Microsoft Collaboration applications, I am committed to delivering solutions that not only enhance end-user experiences but also drive business value. My MCPS and MCTS certifications are a testament to my deep understanding of the Microsoft 365 platform.

My daily engineering and architecture of the M365 platform involves a strategic focus on SharePoint, Teams, OneDrive, and more. I work closely with business partners to ensure they fully leverage the capabilities of Microsoft 365, taking pride in automating repetitive tasks with Power Automate, streamlining processes, and increasing efficiency.

I am passionate about educating and training my colleagues, empowering them to use Microsoft 365 effectively. This not only improves our workflows but also fosters a culture of continuous learning and development. Security and compliance are part of my mission, focused on education of proper permissions, data classification and retention, ensuring my colleagues’ data is secured.

I thrive on the challenges that come with enhancing business processes and take satisfaction in seeing the tangible improvements that result from our collective efforts. As the Collaborator Crusader, I lead the charge in service delivery and digital workplace transformation, making National Grid not just a place to work, but a place where innovation and efficiency are the norm.

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The Battle

Lisa Whall

Matt Jablonski

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