Lisa Mayo, PMP
Project Manager at Streetlight Digital- Claim this Profile
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Bio
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Credentials
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Salesforce Certified Business Analyst
SalesforceAug, 2022- Sep, 2024 -
Salesforce Certified Administrator (SCA)
SalesforceJul, 2022- Sep, 2024 -
Learning Asana
LinkedInJun, 2022- Sep, 2024 -
Slack Essential Training
LinkedInJun, 2022- Sep, 2024 -
Jira Fundamentals Badge
AtlassianDec, 2021- Sep, 2024 -
Giving Your Elevator Pitch
LinkedInJul, 2021- Sep, 2024 -
Salesforce Business Administration Specialist Superbadge
SalesforceJun, 2021- Sep, 2024 -
Salesforce Lightning Experience Reports & Dashboards Specialist Superbadge
SalesforceMay, 2021- Sep, 2024 -
Salesforce Security Superbadge
SalesforceApr, 2021- Sep, 2024 -
Excel Visualization: Getting Started with Excel for Data Visualization
AscensionMar, 2021- Sep, 2024 -
Salesforce Platform Basics Badge
SalesforceMar, 2021- Sep, 2024 -
Introduction to Tableau Desktop
AscensionJan, 2021- Sep, 2024 -
Project Management Professional (PMP) Overall Score: Above Target
Project Management InstituteDec, 2020- Sep, 2024 -
Google Workspace Productivity - Virtual
AscensionNov, 2020- Sep, 2024 -
CompTIA Project+
TechAmerica, powered by CompTIAAug, 2018- Sep, 2024
Experience
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Streetlight Digital
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United States
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Advertising Services
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1 - 100 Employee
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Project Manager
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Jun 2022 - Present
• Actively manage digital projects for our Non-Profit clients with the goal of growing revenue and income for our Peer-to-Peer and Direct Response clients. • Successfully managed three DonorDrive migrations for a large Non-Profit resulting in additional income from registrations for their upcoming events. • Develop timelines for technical projects and actively seek stakeholder buy-in and sign-off. • Consciously monitor hours of resources to ensure proper usage of budgeted hours. • Actively manage digital projects for our Non-Profit clients with the goal of growing revenue and income for our Peer-to-Peer and Direct Response clients. • Successfully managed three DonorDrive migrations for a large Non-Profit resulting in additional income from registrations for their upcoming events. • Develop timelines for technical projects and actively seek stakeholder buy-in and sign-off. • Consciously monitor hours of resources to ensure proper usage of budgeted hours.
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Talent Stacker | Salesforce Career Development Program
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United States
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E-Learning Providers
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700 & Above Employee
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Salesforce Professional
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Mar 2021 - Sep 2022
• Member of the TalentStacker Professional Development Program. • Team of Individuals Learning/Understanding/Exploring best practices around Salesforce and the broader Salesforce ecosystem. • Participate in Live Workshops surrounding key Salesforce Professional Topics in order to become a high quality Salesforce Professional and Employee. • Salesforce Study Programs for Certification and Certification Prep. • Professional Development Topics such as Business Requirement Gathering, Solutioning and Best Practice for Implementations. Show less
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Salesforce Consulting Select - Analyst
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Sep 2021 - May 2022
• Experienced in leading client meetings and writing user stories.• Support teams by taking minutes of meetings. Specifically gathering action items, in-scope and out-of-scope requirements, points of contact, and any pertinent details shared by the client.• Support the Salesforce Scrum Team with administrative tasks and producing deliverables by utilizing Microsoft Office products such as Excel, Visio, PowerPoint, Word, and Outlook. • Communicates effectively and efficiently with all levels of leadership within Deloitte, grooms and supports relationships with clients, and supports new team members that are onboarded to Deloitte. • Experience working in the following industries: TMT (Technology, Media, Telecommunication), Healthcare, Finance (Banking). Show less
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US Salesforce Consulting Select Program
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Aug 2021 - Aug 2021
I was selected to be part of a free two-week program offered by Deloitte and had the pleasure of interacting with and learning from Deloitte Consultants along with members of the program. The key takeaways from this program were:• Practical tips and tricks on how to begin a career in Salesforce consulting• Acing the Salesforce consulting case & craft a visual elevator pitch• Networking with Deloitte Consultants
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Ascension
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United States
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Health, Wellness & Fitness
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Senior Administrative Assistant
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Oct 2013 - Sep 2021
• Collaborated with users to determine needs and research resources to identify the best option. • Accurately entered and tracked invoices within Google Sheets for 18 vendors for invoices that sum over $500,000 per Fiscal Year. Coordinated and Communicated with Vendors and the Accounts Receivable Department to resolve discrepancies. • Designed, implemented, and maintained a custom Google Sheet Invoice Tracking System for three office locations to track expenses for 18 Vendors and have saved over $14,000 this Fiscal Year by utilizing my attention to detail for billing errors and funds management. • Efficiently and accurately managed the Call Schedule for our office by gathering data from all stakeholders, maintaining user-friendly documentation, coordinating with stakeholders, and distributing the final product to ensure that all stakeholders knew which physician was on-call so the physician could be summoned on short notice to attend to a patient. • Used creative thinking to determine the most cost-effective, user-friendly, and easily editable way to store a large amount of contact information for physicians, resulting in $2,000 cost savings and a document that was easy to update. • Thoroughly carried out projects from initiation to closing by utilizing project management skills. Show less
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Seton Healthcare Family
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United States
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Hospitals and Health Care
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700 & Above Employee
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Senior Customer Service Representative
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Dec 2011 - Oct 2013
• Checked patients in and out for clinic, verified insurance and obtained referrals, processed medical records requests, processed payments, etc. • Checked patients in and out for clinic, verified insurance and obtained referrals, processed medical records requests, processed payments, etc.
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River Ranch Radiology
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United States
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Hospitals and Health Care
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Fax Server Coordinator
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Jun 2011 - Dec 2011
• Collated, distribute, and tracked all imaging orders for Sendero Imaging and Treatment Center. • Collated, distribute, and tracked all imaging orders for Sendero Imaging and Treatment Center.
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Capital Surgeons Group
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United States
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Medical Practices
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1 - 100 Employee
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Office Manager
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Nov 2009 - Jun 2011
• Actively checked patients in and out for clinic, verified insurance, obtained referrals, performed office management, ordered office supplies and processed medical records requests. • Developed a new tracking system for charts which senior management implemented through out the company. • Actively checked patients in and out for clinic, verified insurance, obtained referrals, performed office management, ordered office supplies and processed medical records requests. • Developed a new tracking system for charts which senior management implemented through out the company.
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Ada Hills Family Dentistry Plc
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United States
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Medical Practices
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Administrative Assistant
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Mar 2008 - Oct 2009
• Supported the physician as the sole employee by performing all office duties which included checking patients in and out for appointments, maintenance and management of patients records, answering phone calls, scheduling appointments, and obtaining dental insurance benefits and eligibility information, etc. • Supported the physician as the sole employee by performing all office duties which included checking patients in and out for appointments, maintenance and management of patients records, answering phone calls, scheduling appointments, and obtaining dental insurance benefits and eligibility information, etc.
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Bank of America
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United States
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Banking
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700 & Above Employee
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Bank Teller/Supervisor
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Sep 2005 - Mar 2008
• Customer Service Tasks: answered phones, faxed documents, handled cash, balanced cash drawer. • Assisted customers with their transactions and answered customers questions regarding their accounts and finances. • Performed Supervisor Functions by assisting to solve fellow teller questions and issues. • Customer Service Tasks: answered phones, faxed documents, handled cash, balanced cash drawer. • Assisted customers with their transactions and answered customers questions regarding their accounts and finances. • Performed Supervisor Functions by assisting to solve fellow teller questions and issues.
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Education
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Focus on Force
Salesforce -
AdminToArchitect.com
Salesforce -
Trailhead by Salesforce
Salesforce Administrator -
Wiley Efficient Learning
PMP Exam Review, Project Management -
Western Governors University
Bachelor of Science, Business, Healthcare Management