Open to opportunities

Lisa Crowell

@lisacrowell

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Client-focused customer success leader driving revenue, retention, and operational excellence.

United States

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What I'm looking for

I am seeking a client-focused leadership role where I can drive retention and revenue, optimize operations, mentor teams, and improve customer experience in a collaborative culture.

I am a top-performing, client-focused customer success and operations leader with a consistent record of exceeding revenue targets and delivering exceptional customer experiences. I prioritize disciplined execution, clear communication and a proactive solutions approach to keep customers supported, informed and successful.

Across agency and exchange operations roles I have managed large portfolios (500+ clients), delivered $1M+ in annual production, and ranked in the top 10% of producers nationally. I streamline quoting, renewal and service workflows, improve turnaround times, and drive retention — generating the majority of 5-star reviews and strengthening trust.

I bring strong cross-functional collaboration, high emotional intelligence, compliance-minded process improvement and hands-on operational leadership. I am known as a dependable advisor who mentors peers, optimizes workflows, and consistently raises performance standards to produce measurable business results.

Experience

Work history, roles, and key accomplishments

Current

Customer Success & Client Experience Lead

Current

Indi Financial

Jun 2025 - Present (6 months)

Trusted advisor managing a large client portfolio to exceed renewal targets and grow cross-sell revenue while modeling disciplined execution and improving office performance standards.

Cross Selling Renewal Management & Customer Success Workflow Optimization Problem Solving Relationship Management

Senior Client Experience & Operations Leader

Brightway - The Flagler Agency

Apr 2023 - Jun 2025 (2 years 2 months)

Delivered $1M+ annual production and ranked in the top 10% nationally by managing 500+ clients, improving workflows, driving 5-star reviews, and strengthening retention.

Client Experience Operations Management Process Improvement Customer Satisfaction Portfolio Management Cross Functional Collaboration Performance Metrics

Client Services Specialist

Quinney & Associates

Jul 2022 - Apr 2023 (9 months)

Supported renewals, quoting, and client communications with speed and accuracy, implemented task-tracking systems that improved follow-up timeliness and operational efficiency.

Renewals Quoting Client Communication Process Improvement File Management Customer Support Time Management

Exchange Operations Assistant

First American Exchange Company

Sep 2021 - Jun 2022 (9 months)

Supported processing and closing of 1031 exchanges with meticulous documentation, fund disbursement coordination, and workflow improvements to ensure compliance and audit readiness.

Compliance Workflow Optimization

Executive Assistant to CEO

Hynes Financial

Jan 2016 - Jan 2021 (5 years)

Provided executive support to the CEO, managing schedules, communications, and operational tasks to improve executive efficiency and organizational coordination.

Executive Support Calendar Management Communication Office Operations Confidentiality Event Coordination