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Lisa Oberg

Client Account Manager at Crestwood Associates

Contact Information

us****@****om

(386) 825-5501

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Location

Fargo, North Dakota, United States, US

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Client Account Manager
- Jul 2022 - Present
Bringing success to small and mid-market businesses through innovative advisory, implementation, and support services for ERP, eCommerce, and Cloud-Based Solutions. Bringing success to small and mid-market businesses through innovative advisory, implementation, and support services for ERP, eCommerce, and Cloud-Based Solutions.

Client Success Manager
- Feb 2022 - Jul 2022
MorganFranklin Consulting is a management advisory firm that addresses complex finance, technology and business objectives. Transformational situations drive our demand–we help our clients address a dynamic regulatory environment, strategic events and ownership changes, technology advancements, as well as leadership transformation and change. We draw upon a wide range of services to deliver integrated solutions that address immediate challenges and adapt to future business needs. MorganFranklin Consulting is a management advisory firm that addresses complex finance, technology and business objectives. Transformational situations drive our demand–we help our clients address a dynamic regulatory environment, strategic events and ownership changes, technology advancements, as well as leadership transformation and change. We draw upon a wide range of services to deliver integrated solutions that address immediate challenges and adapt to future business needs.

Acumatica Business Development Manager | Rockton Connect
- Sep 2020 - Feb 2022
The Rockton Connect Sales role - To work with marketing, establish a pipeline of strong prospects and engage to expand the business for Rockton Connect's Acumatica practice. Focus on engaging conversations and sharing the features/functionality that Acumatica can offer customers that may be looking for a change in their financial solution "ERP". Let me know if you want to learn more. The Rockton Connect Sales role - To work with marketing, establish a pipeline of strong prospects and engage to expand the business for Rockton Connect's Acumatica practice. Focus on engaging conversations and sharing the features/functionality that Acumatica can offer customers that may be looking for a change in their financial solution "ERP". Let me know if you want to learn more.

BCUG/NAVUG Program Manager and Global Partner Program Manager
- Nov 2019 - Sep 2020
Responsible for planning, executing and managing virtual and event educational content offerings that promote the knowledge and competency of our Members. This includes curating online content and volunteer speakers for webinars and virtual communities, as well as conference/event content and speakers. The Program Manager works with the rest of the staff and volunteer leaders to produce a wide range of educational content and resources for users and partners in the Microsoft Dynamics ecosystem. Responsible for planning, executing and managing virtual and event educational content offerings that promote the knowledge and competency of our Members. This includes curating online content and volunteer speakers for webinars and virtual communities, as well as conference/event content and speakers. The Program Manager works with the rest of the staff and volunteer leaders to produce a wide range of educational content and resources for users and partners in the Microsoft Dynamics ecosystem.

Program Manager - Microsoft Dynamics 365 Business Central
- Dec 2018 - Nov 2019
Supporting Microsoft Partners in the US and Globally to embrace Microsoft Dynamics 365 Business Central, educate and encourage them use of AppSource, provide guidance and resources with regard to the Marketing Validation process. Supporting Microsoft Partners in the US and Globally to embrace Microsoft Dynamics 365 Business Central, educate and encourage them use of AppSource, provide guidance and resources with regard to the Marketing Validation process.