Lesley James
Licensed Willow EOL Educator® at Willow End of Life Education and Planning- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
LinkedIn User
First and foremost, Lesley is a people person. Her inherent desire to help people succeed made her a great trainer. Whether developing or delivering CRM training content, her attention to detail was always on display - a skill that is very important in accurate database management. Never afraid to make suggestions on how to improve processes or step up to solve problems, Lesley was a great person to have on our team. She always put the customer’s needs first.
Lisa Mackie, R.N, MBA
I have had the great pleasure of working with Lesley over the last 15 years. Lesley is the consummate professional and brings passion for excellence to everything she does. She identifies issues before they arise and manages them to ensure success of the team. Lesley leads in a selfless and patient way that brings teams together and creates a culture of inclusiveness . She is an asset to any group she joins .
LinkedIn User
First and foremost, Lesley is a people person. Her inherent desire to help people succeed made her a great trainer. Whether developing or delivering CRM training content, her attention to detail was always on display - a skill that is very important in accurate database management. Never afraid to make suggestions on how to improve processes or step up to solve problems, Lesley was a great person to have on our team. She always put the customer’s needs first.
Lisa Mackie, R.N, MBA
I have had the great pleasure of working with Lesley over the last 15 years. Lesley is the consummate professional and brings passion for excellence to everything she does. She identifies issues before they arise and manages them to ensure success of the team. Lesley leads in a selfless and patient way that brings teams together and creates a culture of inclusiveness . She is an asset to any group she joins .
LinkedIn User
First and foremost, Lesley is a people person. Her inherent desire to help people succeed made her a great trainer. Whether developing or delivering CRM training content, her attention to detail was always on display - a skill that is very important in accurate database management. Never afraid to make suggestions on how to improve processes or step up to solve problems, Lesley was a great person to have on our team. She always put the customer’s needs first.
Lisa Mackie, R.N, MBA
I have had the great pleasure of working with Lesley over the last 15 years. Lesley is the consummate professional and brings passion for excellence to everything she does. She identifies issues before they arise and manages them to ensure success of the team. Lesley leads in a selfless and patient way that brings teams together and creates a culture of inclusiveness . She is an asset to any group she joins .
LinkedIn User
First and foremost, Lesley is a people person. Her inherent desire to help people succeed made her a great trainer. Whether developing or delivering CRM training content, her attention to detail was always on display - a skill that is very important in accurate database management. Never afraid to make suggestions on how to improve processes or step up to solve problems, Lesley was a great person to have on our team. She always put the customer’s needs first.
Lisa Mackie, R.N, MBA
I have had the great pleasure of working with Lesley over the last 15 years. Lesley is the consummate professional and brings passion for excellence to everything she does. She identifies issues before they arise and manages them to ensure success of the team. Lesley leads in a selfless and patient way that brings teams together and creates a culture of inclusiveness . She is an asset to any group she joins .
Credentials
-
Vulnerable Sector Check
York Regional PoliceMay, 2023- Nov, 2024 -
Grief First Aid
Mental Health TrainerMar, 2023- Nov, 2024 -
Licensed Willow EOL Educator®
Willow End of Life Education and PlanningMay, 2021- Nov, 2024 -
Emergency FIRST AID with CPR C & AED
Canadian Red CrossMay, 2023- Nov, 2024
Experience
-
Willow End of Life Education and Planning
-
Canada
-
Wellness and Fitness Services
-
1 - 100 Employee
-
Licensed Willow EOL Educator®
-
May 2021 - Present
-
-
-
Dignity Memorial
-
United States
-
Individual and Family Services
-
700 & Above Employee
-
Family Service Counselor
-
Apr 2022 - Jan 2023
PrePlanning Advisor:I bring education, comfort and peace of mind to funeral preplanning conversations. I encourage families to get their affairs in order, with respect to estate planning and last wishes for disposition.Aftercare Arrangements:My goal is to provide meaningful and excellent service to every family whom I have the honour to serve. My care is extended after the service with:▪️guiding families navigating after death process▪️assisting with CPP death benefit applications▪️providing and reviewing checklist for Executor Thompson Funeral HomeAurora, Ontario Show less
-
-
Funeral Pre-Planning Advisor
-
Jul 2021 - Apr 2022
-
-
Funeral Pre-Planner Advisor Trainee
-
Apr 2021 - Jun 2021
-
-
-
Philips
-
Netherlands
-
Hospitals and Health Care
-
700 & Above Employee
-
Executive Assistant, Sales and Service, Health Systems (Canada)
-
Jan 2020 - Apr 2020
Provided administrative support to three Senior Directors including managing calendars, travel arrangements, and expenses Manage urgent matters and decision making in leader's absence Within one week, adapt the onboarding/offboarding processes due to COVID-19 (Work From Home) Be an active lead by engaging in projects, such as National Sales Meeting Liaise and create a network with other administrative support around the world Volunteer Team Member of "International Women's Day" Event, including coordination of guest speakers Show less
-
-
-
3M
-
United States
-
Industrial Machinery Manufacturing
-
700 & Above Employee
-
Digital Imaging & Photo Studio Coordinator
-
Feb 2019 - Jun 2019
Achieve growth by leveraging Digital Asset Management, creating Product Imagery and utilizing Reporting Systems, such as GPIM (Celum, Hybris), PISA, HAMR. Familiar with importance of accurate Metadata and leveraging naming conventions for search optimization.Coordinator for Milton Photo Studio to continue enhancing operational excellence with Digital Images.Support the agile process for Digitization for Channel (D4C) Projects. Purchase Orders with external vendors.Successful career history with 3M Canada across many divisions in various roles - Customer Service, Materials Management, Regional Sales Coordinator, Salesforce Administrator & Trainer, and now part of the Canada Digital Resource Centre (DRC Team) within Marketing and Sales Operations. Show less
-
-
CRM Sales Automation Administrator and Trainer
-
Oct 2013 - Jan 2019
• Integral part of Canadian Sales Excellence Team to deploy the Salesforce Customer Relationship Management (CRM) platform in Canada• Manage user profiles for over 750 Salesforce users in different business functions while adhering to rigorous confidentiality, security and access protocols• Develop and conduct in-person onboarding, refresher training and monthly Webinars on CRM Functionality• Performed data validation to ensure that client accounts and customer contact information are accurate and complete• Self-taught on “Data Loader App” to ensure data integrity and manage CASL (legal compliance legislation) for contacts• Quickly adapted to and trained users in various (CRM) platforms: Salesforce Lightning, Salesforce Classic, SAP CRM, Oracle CRM On Demand Show less
-
-
CRM Business Analyst
-
Jul 2011 - Sep 2013
Customer Relationship Management with Oracle CRM On Demand: 2011-2013Focus on internal customers in HCBG (Healthcare) and EEBG (Electrical).Enable adoption to sales, marketing and technical service with customized training sessions.Communication to divisions on system enhancements via monthly newsletters.Developed reporting to meet the needs of users and management.Data cleansing in preparation for migration to SAP.
-
-
CRM Project Leader - Medical Markets
-
Feb 2010 - Jun 2011
Lead a project to implement a Customer Relationship Management (CRM) solution from Oracle CRM On Demand for the 3M Medical Division.Collaborate with the sales organization and the leadership team to develop strategies, map out the business processes, identify unique requirements and incorporate critical success factors.Liase with our 3M I.T. Specialist to customize the design for 3M Medical - Skin Health, Long-Term Care and Infection Prevention Divisions.Establish the implementation schedule based on a phased approach, develop training materials, troubleshoot any issues and enable adoption. Show less
-
-
Regional Sales Coordinator - Medical Markets
-
May 2001 - Jan 2010
This Regional Sales Coordinator position enables the growth of the Skin Health and Infection Prevention sales teams in Ontario and Atlantic Canada. An integral part of the sales team, this position works hand-in-hand with field based personnel to support their goal to increase sales, deliver results and provide exceptional customer service.KEY RESPONSIBILITIES:RFPs/TENDERS - Integral team member charged with establishing proposal requirements and determining response strategy to achieve best outcomes.INSIDE SALES - attracted an extra 5-digits in Medical products sales after being seconded for a temporary 6mth Inside Sales position (Nova Scotia).MANAGE REGIONAL CONTRACTS/QUOTES for Ontario and Atlantic by ensuring compliance to established pricing guidelines and contract management.LEADERSHIP OF MEDICAL SALES SAMPLES PROCESS in addition to being involved in a pilot project for a corporate solution.ENABLING PRODUCTIVITY OF MEDICAL SALES TEAMS through training on business specific tools (i.e. Sharepoint) and providing sales support as needed.CUSTOMER FOCUS AND INTERACTION through organizing and attending conferences, educational sessions and attending annual business review meetings (GPOs). Show less
-
-
Education
-
York University
BA, Honours Economics -
Humber College
April 2021 - Completed Ethical Approach to Pre-Planning & Jurisprudence for Pre-Planners -
3M Courses
Sales, Project Management, Customer Service/Organization, Business Process Improvement