Lisa Hertzberg Sands

Enigma
DISC Type : cid

Manager, Global Sales Operations at Centric Software

Roseville, California, United States

Overview

Lisa Hertzberg Sands is a Manager of Global Sales Operations at Centric Software with over 15 years of leadership experience. She specializes in optimizing sales processes, financial modeling, and driving operational excellence by collaborating across sales, marketing, and finance teams. She holds certifications in NetSuite and is an alumnus of San Francisco State University.


A colleague praised her for going "way beyond" her defined role to single-handedly build out the companys Salesforce customer portal from sandbox to production.

Personality Overview

Friendly Yet Blunt

Fast Follower

Persuasive & Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Sales Process Optimization
Dedicated to transforming data into actionable insights and improvements to enhance sales processes and drive operational excellence.
Cross-Team Alignment
Focuses on bridging the gap between Sales, Marketing, and Finance teams to create efficient workflows and ensure goal alignment.
Salesforce Expertise
Praised for her advanced Salesforce administration skills, having independently built out the company's customer portal.

Media Appearances

Lisa has no verified media appearances

Work History

5-2022
Manager, Global Sales Operations at Centric Software
2-2021 - 5-2022
Accounting Manager at Centric Software
12-2018 - 2-2021
Lead Revenue Accountant at Centric Software
4-2018 - 11-2018
Relocation at Career Break
2-2016 - 3-2018
Accountant II at Centric Software

Education

2003 - 2005
Bachelor's degree from San Francisco State University
2010 - 2013
Credential Program from Northern States Conservation Center
2001 - 2003
Environmental Science from University of Idaho

More Information

Social Presence :

Prographics :

Exp : 20 Location : Roseville, California, United States Job Level : Middle Designation : Manager, Global Sales Operations at Centric Software
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Lisa

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Lisa take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Lisa

Personality Compatibility


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