Lisa Guglielmo
Services Project Lead at CUBE- Claim this Profile
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Topline Score
Bio
LinkedIn User
Lisa is one of the more reliable and intelligent people that I have worked with. She wore many hats that not only included implementation but also took on the role as a true 'client relationship manager' during the implementation process. I have seen time and time again clients continue to reach out to her even after implementation was completed which speaks to her ability to connect with these clients. Her willingness to go above and beyond makes her a great asset for any team.
Niti Nguansiri
Lisa's unending drive and determination combined with her keen project management and implementation skills are the reasons why we have so many happy clients here at GAN Integrity. I can always rely on Lisa to manage multiple projects and ensure their success be it working with a small company or an enterprise client. Her wonderful personality makes her an absolute joy to work with where even our most demanding clients rave about their experience in working with Lisa. She will certainly be missed!
LinkedIn User
Lisa is one of the more reliable and intelligent people that I have worked with. She wore many hats that not only included implementation but also took on the role as a true 'client relationship manager' during the implementation process. I have seen time and time again clients continue to reach out to her even after implementation was completed which speaks to her ability to connect with these clients. Her willingness to go above and beyond makes her a great asset for any team.
Niti Nguansiri
Lisa's unending drive and determination combined with her keen project management and implementation skills are the reasons why we have so many happy clients here at GAN Integrity. I can always rely on Lisa to manage multiple projects and ensure their success be it working with a small company or an enterprise client. Her wonderful personality makes her an absolute joy to work with where even our most demanding clients rave about their experience in working with Lisa. She will certainly be missed!
LinkedIn User
Lisa is one of the more reliable and intelligent people that I have worked with. She wore many hats that not only included implementation but also took on the role as a true 'client relationship manager' during the implementation process. I have seen time and time again clients continue to reach out to her even after implementation was completed which speaks to her ability to connect with these clients. Her willingness to go above and beyond makes her a great asset for any team.
Niti Nguansiri
Lisa's unending drive and determination combined with her keen project management and implementation skills are the reasons why we have so many happy clients here at GAN Integrity. I can always rely on Lisa to manage multiple projects and ensure their success be it working with a small company or an enterprise client. Her wonderful personality makes her an absolute joy to work with where even our most demanding clients rave about their experience in working with Lisa. She will certainly be missed!
LinkedIn User
Lisa is one of the more reliable and intelligent people that I have worked with. She wore many hats that not only included implementation but also took on the role as a true 'client relationship manager' during the implementation process. I have seen time and time again clients continue to reach out to her even after implementation was completed which speaks to her ability to connect with these clients. Her willingness to go above and beyond makes her a great asset for any team.
Niti Nguansiri
Lisa's unending drive and determination combined with her keen project management and implementation skills are the reasons why we have so many happy clients here at GAN Integrity. I can always rely on Lisa to manage multiple projects and ensure their success be it working with a small company or an enterprise client. Her wonderful personality makes her an absolute joy to work with where even our most demanding clients rave about their experience in working with Lisa. She will certainly be missed!
Experience
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CUBE
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United Kingdom
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IT Services and IT Consulting
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100 - 200 Employee
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Services Project Lead
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Jul 2023 - Present
CUBE is a vibrant RegTech business defining and implementing the gold standard of regulatory intelligence and change for the financial services industry. We deliver our services through a SaaS platform powered by an innovative combination of AI and proprietary data ontology, Providing leadership and ownership of CUBE’s end-to-end implementation projects from initial customer engagement, statements of work, project tracking and exceptional delivery. CUBE is a vibrant RegTech business defining and implementing the gold standard of regulatory intelligence and change for the financial services industry. We deliver our services through a SaaS platform powered by an innovative combination of AI and proprietary data ontology, Providing leadership and ownership of CUBE’s end-to-end implementation projects from initial customer engagement, statements of work, project tracking and exceptional delivery.
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Meta
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United States
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Software Development
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700 & Above Employee
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Implementation Manager- Kustomer, Meta
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Mar 2022 - Sep 2022
Kustomer was acquired by Meta in 2022 Kustomer was acquired by Meta in 2022
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Kustomer
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United States
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Software Development
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1 - 100 Employee
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Implementation Manager- Enterprise
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Jun 2021 - Feb 2022
A modern CRM platform for customer experience, support, and service. Built for B2C and B2B2C, Kustomer enables companies to get a comprehensive view of their customers. We help you integrate all customer touch points—including orders, shipments, conversations, and interactions—with your internal and external business data to drive informed service actions. With all your data in one place, our powerful platform helps you automate your customer experience business logic. Our customer-centric approach empowers you to deliver customer experiences that boost loyalty, retention, and repeat sales. Show less
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Decusoft
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United States
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Software Development
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1 - 100 Employee
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Implementation Consultant
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Sep 2020 - Jun 2021
DecuSoft, Inc., provider of Compose – a specialized cloud-based compensation management software that simplifies the administration of complex variable pay programs. Compose offers a replacement for Excel spreadsheets, a company’s home-grown system, or can be used in conjunction with a Human Capital Management solution like Workday, SAP, Oracle Ultimate Software, etc. Compose users report a marked improvement in data integrity and a decrease in the time and resources required to plan, implement, and manage compensation cycles. Show less
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GAN Integrity
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United States
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Software Development
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1 - 100 Employee
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Senior Implementation Manager
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Apr 2019 - Aug 2020
Owned the project implementation process for small-medium,strategic and enterprise clients from contract execution through go-live. Owned technical implementations including Single Sign-On and systems integrations Adhered to and improvd PMO processes focusing on achieving customer value, delivery and quality Designed and executed on each customer’s account plan. Improved our customer onboarding process for repeatable and scalable project plans. Communicated and aligned with internal and external stakeholders. Ensured global cooperation between team members. Show less
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ComplySci by COMPLY
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United States
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Financial Services
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1 - 100 Employee
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Senior Implementation Associate and Client Relationship Manager
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Apr 2015 - Feb 2019
Directed onboarding and implementations of web-based compliance software (SaaS) for a wide array of clients in the financial services industry for up to 30 clients at a time. Collaborated with C-level executives to onboard them to platform, including setting up systems and training. Worked with cross-functional internal teams, including development, data, engineering, as well as product and customer support teams. • Directed onboarding and implementations for 100+ clients, including Fortune 500 companies and one of the industry’s largest private firms. Led complex implementations involving highly customized, technical projects that lasted up to a year in duration. • Delivered projects on or ahead of schedule. • Ensured functionality, reliability and value of proprietary compliance monitoring and SEC reporting product, with special emphasis on data feeds and file transfers from broker/dealers and RIAs. • Maintained relationships with clients after completion of onboarding implementation projects; often requested by clients to stay engaged based on work quality and responsiveness. • Created Salesforce reports for management to track on-boarding results. • Successfully managed channel partner relationships (re-sellers of legacy financial tracking modules). Show less
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IHS Markit
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United Kingdom
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Information Services
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700 & Above Employee
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Assistant VP- Implementation and Onboarding
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May 2007 - Mar 2015
Project-managed client onboarding implementations for a financial technology information firm that provided end-to-end trade processing and workflow solutions for the financial services industry. Worked closely with clients, including investment managers and hedge funds, to create file specifications that enabled functionality of web-based platform used to process all workflow for OTC derivative transactions across all asset classes, with services incorporating portfolio reconciliation and clearing. Worked with all internal functional areas, including infrastructure, engineering services, business analysis, account management and product management to assure adherence to project scope. Promoted to Assistant Vice President from Associate in 2011, in recognition of work quality and commitment. Managed global projects for up to 10 clients concurrently across the US, Canada, Europe and APAC. Show less
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Associate- Global Securities Division
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Jan 1998 - Jul 2000
Oversaw daily maintenance of global securities held by clients. Reviewed variance daily to ensure correct values were sent to client's holdings. Collaborated with accountants pricing issues within bank and in global affiliates. Served as liaison between outside vendors and clients. Employed various resources to obtain prices when vendor is unable to provide support. Worked with corporate actions and other departments within bank. Controlled monthly processing of various international securities. Processed challenges based on vendor's prices. Show less
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Education
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Northeastern University
Bachelor's degree, English Language and Literature, General -
Pace University
Essentials of Human Resources Management Certificate, Human Resources
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