WhiteWater Express Car Wash

General Manager

Finance

Helping people create a financial GPS so they can assess if they’re on target to reach their goals.

Finance Coach

Brandwatch

- Consistently surpassed renewal and growth goals, achieving 113% and 119% in Q2 and Q3 respectively, while meeting GRR team renewal targets each quarter since Q2 2022.
- Seamless transition of 60 clients, maintaining strong relationships and elevating team GRR by 20%

Customer Success Manager

TTI Success Insights

Value Added Associate

Certified Life Coach

SimpleBills

- Implemented 80 new clients between May and September 2021 – from first contact post sales to AM assignment.
- Owned client portfolio of $15M in Annual Contract Value
- Developed 15 Standard Operating Procedures bringing clarity and alignment to our internal teams.

Solution Account Manager

Senior Account Manager

SimpleBills is a complete utility management service that helps properties realize efficiencies with data-based decisions while providing residents a customer service experience you can be proud of.

Account Manager

Hartford Federal Credit Union

•	Provides professional customer service by identifying potential customers, initiating new accounts, and coordinating product demonstrations in collaboration with the Management Team.
•	Focus on continuous learning and development at the individual, team, and organizational levels by designing and deploying strategies, which will enhance people, processes, and performance.
•	Created strategic partnerships and gathered market information to gain a competitive advantage, leading to 20 new accounts by referral.

Business Development Manager

First Commons Bank, Newton Centre, MA

•	Lead audit operations and systems training which led to superior audit ratings and more knowledgeable team.
•	Received "Legendary Client Service" Award. 
•	Identified critical client needs through fostering strong client relationships and ongoing communications. 
•	Developed, trained and coached 5 new employees on the banking system.
•	Designed and facilitated learning programs to support performance processes.

Senior Client Service Representative

Antioch Waltham

•	Creatively collaborated with ministry team on development of curriculum. 
•	Identified emerging leaders and helped determine desired placement in ministry.

Youth Pastor/Ministry Intern

Bank of America

•	Accurately and efficiently completed 65 customer transactions daily.
•	Built trust with customers by effectively meeting their service needs.

Sales and Service Specialist

Passionate Customer Advocate Focused on Driving Customer-Centric Solutions

I have over 15 years of driving customer-centric solutions. From Banking to Customer Success I've carried this core value with me.

I've learned a lot over the last decade and a half, but something that's stuck with me is that we need to ask more questions. In my experience, when I hear a client tell me what they want, there's usually more to the story. By asking powerful questions I've been able to understand who, what, where and why in all these scenarios. It's not that I don't trust my customers, but I like to go the extra mile to truly understand what's led them to this solution.

Helping people is another core value - as an extravert it comes easily to me. Whether I'm training, presenting, coaching, or listening my objective is to help provide value. It's important that my customers know I am their catalytic resource to help them reach set out goals.

Dan Lathrop

H.E.A.D Consulting

The H.E.A.D. Mentality is a powerful and transformative approach to personal growth and leadership, where Heart, Energy, and Attitude align to create a mindset that unlocks your full potential and paves the way to achieving your Dreams.

https://lislehead.com/

Owner

H-E-A-D Foundation

Helping Everyone Achieve Dreams is our mission.  We believe this all starts in our community.  Our initial project is located in Jaco, Costa Rica as we are building a girls soccer organization.  Currently we support more than 100 girls in our community giving them a safe place to play sports and grow into the future leaders of our community.

President

Rotary International

Member

REY Design

https://rey.design Custom websites starting at $49 per month

Partner

AMHA at Caletas Retreat & Residences 

Amazing opportunity to own a piece of paradise in Costa Rica

Developer

Vacasa

Director of Sales - International

General Manager Central America Pacific Coast 

Country Manager Costa Rica

Lost Beach Vacations

General Manager/Owner

Coldwell Banker Vesta Group Jaco

We are a full service Real Estate Brokerage in Jaco Beach that focuses on beach properties.

Broker/Owner

Learning to truly let go and accept reality

Tired of the unfulfilling rat race?

Searching for a richer, more meaningful life?

It’s time to break free from old definitions of success.

At HEAD Coaching, we provide a unique, comprehensive approach to personal growth that empowers you to live a balanced and fulfilling life, driven by purpose and genuine satisfaction.

With HEAD Coaching, you’ll enjoy:

Personalized Growth Plans: We tailor strategies that align your life with your core values and purpose.

Mental Freedom: We’ll work together to overcome limiting beliefs and establish a growth mindset.

Community Impact: We’ll guide you in making a meaningful impact in your community.

Accountability: We’ll be your support system, holding you accountable for your success.

Ready to step into your best life?

https://calendly.com/lislehead/20-minute-free-clarity-call

taplio

The Battle

Dan Lathrop

Lisle Head

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