Lisa R.

Senior Customer Success Manager at Lenderhomepage

Lisa R. has extensive work experience in various roles and industries. Lisa started their career in 2003 as a Facilities Coordinator at First Team Real Estate, where they provided clerical support and bookkeeping. Lisa went on to work as an Associate Account Executive at Western Resources Title, where they built and maintained business relationships with real estate and finance professionals, provided sales support, and resolved title-related issues.

In 2013, Lisa joined Providence Service Corporation as a Job Coach. In this role, they worked with mental health professionals to support clients in their job search, developed personalized plans, and provided referrals to community-based programs.

Lisa then transitioned to LenderHomePage.com in 2015, where they started as an Enterprise Account Executive. Their responsibilities included consultative sales to financial service accounts, ensuring customer satisfaction, and cross-selling additional services.

In 2018, Lisa became a Sales Manager at LenderHomePage.com, followed by their promotion to Director of Customer Success in 2020. As the Director, they managed a team of Customer Success Managers, optimized the customer journey, and provided regular feedback to the development team on product improvement.

Most recently, Lisa holds the position of Senior Customer Success Manager at LenderHomePage.com. Their responsibilities include managing a book of enterprise accounts, ensuring adoption and utilization, handling technical integrations, and reporting feedback to the product team.

Overall, Lisa R. has demonstrated their expertise in customer success, sales, and account management throughout their career.

From 2013 to 2016, Lisa R. attended Goldenwest Community College, where they pursued an Associate of Arts (AA) degree with a field of study in Liberal Arts, emphasizing Social and Behavioral Science.

Links

Previous companies

First Team Real Estate logo

Timeline

  • Senior Customer Success Manager

    August, 2021 - present

  • Director of Customer Success

    February, 2020

  • Sales Manager

    September, 2018

  • Enterprise Account Executive

    March, 2015