Lisa Guglielmelli
Danville
Summary
Experienced with strategic planning and team management. Utilizes leadership skills to drive team performance and operational excellence. Track record of delivering high-impact results through innovative executive events and briefings.
Overview
21
21
years of professional experience
Work History
Director, Global CXC
Workday
Pleasanton, CA
04.2026 - Current
- Took over North America teams and global teams to align processes and outcomes in each briefing center
- Established key performance indicators to measure briefing success and inform process improvements
- Implemented high-level steering committee to guide future of global briefing program
- Connected closely with executive teams, product experts and briefing presenters to revamp agendas and content
- Audited existing topic offerings to hone in on most important topic delivery and transform agenda layout
- Determined most requested content delivery types and technologies to offer new ways of educating and delivering to our customers
- Transformed organizational culture to embrace continuous improvement, leading by example and mentoring teams.
Director, Customer Experience Center
Workday
Pleasanton, CA
11.2023 - 04.2026
- Led briefing team- from strategists to logistics- to ensure briefing events were strategically planned and executed from start to finish
- Collaborated with senior executives to align business objectives with outcomes for each briefing event
- Spearheaded change management efforts, ensuring continuous improvement
- Cultivated partnerships with key stakeholders, enhancing collaboration across departments for unified execution
- Managed budgets effectively to ensure optimal use of resources while maintaining high-end customer experience
- Strengthened internal processes by reviewing existing outcomes and constantly improving them
Sr Manager, CX Center Operations
Workday
Pleasanton, CA
05.2022 - 11.2023
- Streamlined existing workflows through process improvements, resulting in increased productivity and reduced turnaround times.
- Established key performance indicators (KPIs) to monitor progress and drive accountability within teams and projects.
- Facilitated training sessions on best practices in project management, enhancing overall team capabilities and effectiveness.
- Provided strong leadership to enhance team productivity and morale.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
- Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
Manager, CX Center Operations
Workday
Pleasanton, CA
02.2020 - 05.2022
- Led cross-functional teams to enhance project delivery and streamline processes.
- Implemented strategic initiatives that improved operational efficiency and resource allocation.
- Mentored junior staff, fostering professional growth and knowledge sharing within the team.
- Analyzed data trends to inform decision-making and optimize briefing events
- Collaborated with stakeholders to align project goals with organizational objectives and priorities.
- Developed training programs to elevate team performance and ensure adherence to best practices.
- Championed continuous improvement efforts, driving innovation in service delivery
- Maintained professional, organized environment for employees
Briefing Engagement Manager
Workday
Pleasanton, CA
12.2016 - 02.2020
- Led cross-functional teams to enhance client engagement strategies and improve overall customer satisfaction.
- Developed and implemented tailored agendas for clients, driving successful adoption of Workday products and expansion of footprint
- Guided project management efforts, ensuring timely delivery of each briefing while aligning with client objectives
- Analyzed client feedback to refine service offerings, resulting in increased customer retention and loyalty
Event Marketing
Workday
Pleasanton, CA
01.2013 - 11.2015
- Planned and executed multiple large-scale corporate events
- Developed and executed marketing strategies for high-impact events
- Collaborated with cross-functional teams to enhance event planning processes and ensure outcomes of each event were aligned
- Managed vendor relationships to ensure seamless logistics and execution
- Analyzed event performance metrics to drive continuous improvement initiatives
Partner Relations Manager
George P. Johnson
San Carlos, CA
07.2010 - 01.2013
- Drive relationships between partner, George P. Johnson and sponsor
- Created sponsor marketing plans and participate in development of sales strategies
- Served as liaison between internal team and client/partners; includes sales team, event services, registration, technology, etc.
- Managed marketing promotional opportunity (MPO) programs by creating new items and managing execution
- Produced and sent sponsor communications including newsletters and support call presentations
- Created sales communications, logistical newsletters, sales reports, and meeting notes
- Developed strong event strategies including pre-show marketing, onsite promotion, sponsorship packages, and partner loyalty efforts
- Managed sponsoring partners pre-show, on-site and post-show
- Ensured all exhibit and sponsorship benefits are executed in accordance with contract
- Determined, managed and drove all internal, as well as sponsor and exhibitor, related timelines
- Worked with web team to launch event specific online tools
- Teamed with event services group to develop event floorplans that account for sales goals and coordinate booth placement
- Acted as point of contact for clients, partners and sponsors
Business Services Associate
3PAR, Inc.
Fremont, CA
03.2009 - 07.2010
- Managed scheduling of roughly 150 accounts including East Coast, Central and Federal 3PAR customers
- Acted as main point-of-contact between multiple high-level customers and 3PAR authorized service providers
- Assisted sales teams with customer needs and issues in relation to scheduled hardware installations and upgrades
- Member of “emergency response team” that received, processed and resolved customer emergencies
- Reported to senior management on a weekly basis with updates regarding backlog and pending hardware orders, as well as status on what the team is doing to move forward on these installations and upgrades
- Assisted in the creation of documents and Standard Operating Procedure outlines for a major new 3PAR process that involved revamping the way 3PAR recognizes revenue and offers their customers installation options
- Recreated training materials for the Business Services Scheduling team and used the documents to bring a new member into the group
Marketing & Sales Associate
BrandVia Alliance
San Jose, CA
09.2005 - 03.2009
- Developed sales projects and pitches geared at winning new Fortune 500 accounts
- Developed and presented clients with campaigns to further their company’s marketing strategies/brand/new products/events
- Managed and maintained successful relationships with highly valued clients
- Presented detailed quotes to clients on promotional marketing items
- Managed creative brainstorming for client proposals
- Handled proposals to grow client base, and ultimately, grow sales
- Managed multiple client orders and follow-up work through the end of projects and orders
- Contacted numerous vendors on a daily basis to complete client proposals and to keep orders in-house on track
- Developed and implemented direct mailer programs to prospective and existing clients
Education
Bachelors Degree - Communication
Santa Clara University
Santa Clara, CA06-2006
Skills
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
- People management
- Operations management
- Content delivery
- Storytelling training facilitation
- Agenda creation
- Project management
- Team management
- Strategies and goals
- Employee development
- Goal setting
- Budget management
- Change management
- Issues resolution
- Hiring and retention
- Logistics management
- Leadership development
- Process improvement
Timeline
Director, Global CXC
Workday
04.2026 - Current
Director, Customer Experience Center
Workday
11.2023 - 04.2026
Sr Manager, CX Center Operations
Workday
05.2022 - 11.2023
Manager, CX Center Operations
Workday
02.2020 - 05.2022
Briefing Engagement Manager
Workday
12.2016 - 02.2020
Event Marketing
Workday
01.2013 - 11.2015
Partner Relations Manager
George P. Johnson
07.2010 - 01.2013
Business Services Associate
3PAR, Inc.
03.2009 - 07.2010
Marketing & Sales Associate
BrandVia Alliance
09.2005 - 03.2009
Bachelors Degree - Communication
Santa Clara University