Lisa W.

Enthusiast
DISC Type : i

Director, Operations Excellence at CreditAssociates

The Colony, Texas, United States

Overview

Lisa has no verified overview

Personality Overview

Amiable & Agreeable

Story Driven

Optimistic

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

12-2025
Director, Operations Excellence at CreditAssociates
4-2023 - 12-2025
Director of Operations, Client Success at CreditAssociates
5-2019 - 4-2023
Manager, Performance Acquisition Sales at Vistra Corp.
7-2017 - 5-2019
Manager, Acquisition Targeted Sales at TXU Energy
9-2013 - 7-2017
Sr. Supervisor, Quality Insights & Analytics at TXU Energy

Education

Bachelors of Science from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 19 Location : The Colony, Texas, United States Job Level : Mid-senior Designation : Director, Operations Excellence at CreditAssociates
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Lisa

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Lisa take some risk or not?

  • They can take some low-probability risks if needed.

You And Lisa

Personality Compatibility


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