Customer Relationship Advocate
Current
May 2024 - Present
AeroLeads people directory · profile
Lisa Crump Email & Phone Number
Customer Relationship Advocate
at
Fidelity Investments
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Customer Relationship Advocate
Location
Draper, Utah, United States
Company size
Who is Lisa Crump? Overview
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Quick answer
Lisa Crump is listed as Customer Relationship Advocate at Fidelity Investments, a with 52767 employees, based in Draper, Utah, United States. AeroLeads shows a matched LinkedIn profile for Lisa Crump.
Lisa Crump previously worked as Package Handler at Fedex Ground and Workforce Management Scheduling Analyst at Netflix. Lisa Crump holds Undergraduate, Finance, General from Western Governors University.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Lisa Crump
Experienced Scheduling Analyst working in the customer service industry. Skilled in Customer Service, Customer Relationship Management (CRM), Worforce Managment, have great communication skills and am proficient in G-Suite and MS Office Suite programs. I have experience in the following workforce management software: Aspect, Calabrio Teleopti, and IEX. I am a very organized, detail-oriented individual who enjoys working independently as well as in a team setting.
Current workplace
Lisa Crump's current company
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Fidelity Investments
6 roles
Lisa Crump work experience
A career timeline built from the work history available for this profile.
Package Handler
Fedex Ground
Fast-paced warehouse-like environment taking responsibility for tracking shipments and working safely and efficiently while sorting, processing, loading, and unloading packages.
Workforce Management Scheduling Analyst
-Short-term forecasting-Prepare weekly reports to send to business partners and internal staff that show future staffing outlook.-Create schedules for over 1000 agents in the LatAm network for two skills with two business partners. Previously over the Global English and India networks with eighteen skills and five business partners.-Gather Shrinkage information to report to each site and update trends within the WFM system.-Present weekly meetings to business partners to discuss the next week's staffing projections.-Give recommendations on schedule adjustments on the weekly and/or monthly level and send out EH needs for queues in jeopardy of missing Service Level targets.
Apr 2017 - Feb 2024
Workforce Management Real-Time Analyst
-Use workforce management software and call volume to manage intra-day staffing levels.-Check staffing levels to determine the most effective methods for staffing adjustments.-Track and compare agent activity states to the agent’s actual schedule states.-Enter real-time exception segments into the workforce management software.-Prepare and maintain reports.-Report service levels.
Nov 2015 - Apr 2017
Workforce Management Analyst
Apr 2015 - Nov 2015
Customer Service Representative
Mar 2012 - Apr 2015
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
KB
Katelyn Breen
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States
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VK
Virbhadra K
Colleague at Fidelity InvestmentsAlpharetta, Georgia, United States
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MB
Maia Beingessner-Chavez
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
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JB
Jania Bonds
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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AK
Alexis Kennedy
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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SM
Shekhar Menon
Colleague at Fidelity InvestmentsAustin, Texas, United States
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MA
Matthew Aizenman
Colleague at Fidelity InvestmentsCastle Rock, Colorado, United States
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BB
Benjamin Beckman
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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NR
Nirmal Raajan Devan
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
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AH
Amanda Hansen
Colleague at Fidelity InvestmentsMidvale, Utah, United States
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Katelyn Breen
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States
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VK
Virbhadra K
Colleague at Fidelity InvestmentsAlpharetta, Georgia, United States
View →
MB
Maia Beingessner-Chavez
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
View →
JB
Jania Bonds
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
View →
AK
Alexis Kennedy
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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SM
Shekhar Menon
Colleague at Fidelity InvestmentsAustin, Texas, United States
View →
MA
Matthew Aizenman
Colleague at Fidelity InvestmentsCastle Rock, Colorado, United States
View →
BB
Benjamin Beckman
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
NR
Nirmal Raajan Devan
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
View →
AH
Amanda Hansen
Colleague at Fidelity InvestmentsMidvale, Utah, United States
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3 education records
Lisa Crump education
Undergraduate, Finance, General
Undergraduate, General Studies
High School Diploma
Alta High School
FAQ
Frequently asked questions about Lisa Crump
Quick answers generated from the profile data available on this page.
What company does Lisa Crump work for?
Lisa Crump works for Fidelity Investments.
What is Lisa Crump's role at Fidelity Investments?
Lisa Crump is listed as Customer Relationship Advocate at Fidelity Investments.
Where is Lisa Crump based?
Lisa Crump is based in Draper, Utah, United States while working with Fidelity Investments.
What companies has Lisa Crump worked for?
Lisa Crump has worked for Fidelity Investments, Fedex Ground, Netflix, and 1-800 Contacts.
Who are Lisa Crump's colleagues at Fidelity Investments?
Lisa Crump's colleagues at Fidelity Investments include Katelyn Breen, Virbhadra K, Maia Beingessner-Chavez, Jania Bonds, and Alexis Kennedy.
How can I contact Lisa Crump?
You can use AeroLeads to view verified contact signals for Lisa Crump at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Lisa Crump attend?
Lisa Crump holds Undergraduate, Finance, General from Western Governors University.
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