Strategic Solutions Rooted in Purpose

Inspiring Growth.Empowering Success.Delivering Results.

We help organizations build and elevate client success programs, drive retention, and create scalable growth strategies that deliver measurable results.

25+
Years Experience
Global
Team Leadership
SaaS & B2B2C
Platforms
$450M
M&A Integration
About Lisa Knisely, CCSM

Where Success Starts With People

Why LK Strategy

What sets LK Strategy apart is our deep experience in high-volume, high-impact industries - from paycards to SaaS - where operational excellence meets client empathy.

At LK Strategy, we help organizations turn client experience into lasting growth. Through strategic consulting, executive advisory, and thought-leadership speaking, we empower teams to strengthen loyalty, elevate performance, and build customer-first cultures that thrive in an evolving marketplace.

Client success executive with 25+ years in SaaS and B2B2C platforms

Proven expertise scaling global teams and driving NRR/GRR metrics

16 years in paycards/fintech space, 17 years in staffing industry

$450M M&A integration and customer continuity

Expert in thought leadership and compliance speaking presentations

Lisa Knisely - Professional Headshot

Lisa Knisely

CCSM - Certified Customer Success Manager

Myrtle Beach, SC

"You can't manage what you don't measure. If you don't measure it, you can't improve it."

— Peter Drucker

What We Offer

Comprehensive Strategic Solutions

Aligning people, partnerships, and growth through tailored consulting services

Customer Success Engagement

Customer Success Engagement

Designing and scaling CS programs focusing on growth and retention.

Client relationship building through lifecycle design, success planning, voice-of-client insights, strategic business reviews, and operational alignment - designed to measure effective growth and retention.

Lifecycle DesignSuccess PlanningVoice-of-Client InsightsStrategic Business ReviewsOperational Alignment
Paycard Services

Paycard Services

Transforming traditional payroll into digital-first pay experiences.

Comprehensive paycard solutions including adoption strategies, check elimination, RFP management, process optimization, compliance, and training and education - empowering clients to reduce cost, increase satisfaction, and modernize pay delivery.

Adoption StrategyCheck EliminationProcess & Efficiency DesignRFP ManagementCompliance Training
Mergers & Acquisition Integration

Mergers & Acquisition Integration

Ensuring continuity and confidence through change.

Organizational partnership pre- and post-acquisition to align people, systems, and client experience - driving retention and minimizing disruption while enabling scalable, future-ready integration.

Pre- & Post-Acquisition PlanningPeople & Systems AlignmentClient Experience StrategyRetention FocusScalable Integration
Project & Fractional Work

Project & Fractional Work

Strategic execution and leadership without long-term overhead.

Executive support and project-based consulting to bridge capacity gaps, accelerate initiatives - guiding teams through complex transformations with clarity and focus.

Executive SupportCapacity BridgingInitiative AccelerationTransformation Guidance
Process & Efficiency Design

Process & Efficiency Design

Streamlining operations to unlock measurable impact.

Operational excellence through streamlined processes, workflow optimization, and efficiency improvements - helping teams do more with purpose and precision.

Process OptimizationWorkflow DesignEfficiency AnalysisPerformance Metrics
Speaking Engagements

Speaking Engagements

Inspiring leadership through real-world strategy and storytelling.

Engaging thought leadership presentations for corporate meetings, leadership events, and industry conferences focused on customer success, leadership culture, client retention, and workforce innovation - designed to motivate, educate and move audiences to action.

Corporate/Leadership MeetingsPayroll ConferencesHR/Business EventsKeynote Speaking
Core Competencies

Deep Industry Expertise

Specialized knowledge across SaaS, fintech, payments, and customer success

Customer Success Metrics

Customer Success Metrics

Net Revenue Retention (NRR), Gross Revenue Retention (GRR), KPI Alignment & Development, Client Lifecycle Value, Business Analytics

Operational Excellence

Operational Excellence

Digital Success Tools, Segmentation Models, Scalable Onboarding, Pre-Sales & Sales Strategy, Implementation Management

Strategic Growth

Strategic Growth

Executive Engagement, Critical Thinking, Creative Retention Strategies, Adoption Strategies, Paper Check Elimination

Customer Marketing & Tools

Customer Marketing & Tools

Customer Marketing Materials, Financial Wellness Tools, Earned Wage Access, Compliance Education, Training and Execution

Analytics & Measurement

Analytics & Measurement

Benchmarking & Results-Driven Solutions, Product Adoption Measurements, MoM and YoY Results Tracking, At Risk Client Identifiers

Client Engagement

Client Engagement

Incentive Program Design, Voice of the Client Development, Client Business Reviews, Pay-to-Penny Compliance, State Check Requirements

Leadership Wisdom & Resources

Grow Your Leadership

Inspired by lessons from leading and learning, these series share timeless leadership principles - from A to Z - designed to empower growth and authenticity.

A

Adoption vs. Activation: Where Most CS Strategies Fail

If they don't adopt, they don't stay — and activation isn't enough.

Jump to principle:

Which principle will you activate first?

Proven Results

Client Success Stories

Real-world impact through strategic execution and partnership

TrueBlue Workforce Solutions
Featured Case Study

TrueBlue, Inc.

Strategic Partnership in Digital Workforce Transformation | 611,000+ Employees

99% Electronic Pay Adoption68+ Million Checks Eliminated14 Year Partner

Business Challenge

TrueBlue paid every temporary employee across their nationwide network with a physical paycheck. Thousands of workers lined up at branches every week, losing hours of productivity, and relying on check-cashing machines for payment. They knew they needed a digital solution - one that could serve both the business and the people at its heart. They did not need another vendor, they needed a strategic partner.

Strategic Solution

The partnership with TrueBlue had one shared mission: modernize pay delivery for every branch and worker - and do it in a way that improved efficiency, trust, and experience. The approach was rooted in collaboration. This wasn't about simply "rolling out a new payment method." It was about transforming how TrueBlue engaged its workforce and empowering branch teams to lead that change confidently.

Transformational Results

99%
Electronic Pay Adoption
68M+
Paper Checks Eliminated
1.3M+
Employees Served
14+
Years Partnership
Key Achievements

99% electronic pay adoption across workforce

68+ million paper checks eliminated

Multi-million dollar reduction in checks and cash-handling costs

1.3M+ employees served with modern payment solutions

Maintained payment continuity during national disasters

14+ years of trusted strategic partnership

"Over more than a decade, Lisa and her team have been a true partner—not just a provider. Their consistency, responsiveness, and strategic insight have helped us navigate change and deliver real results."

— TrueBlue Executive

Global Cash Card M&A Integration
$450M DealZero Client ChurnSmooth Transition

Global Cash Card M&A Integration

ADP Acquisition

Led $450M integration ensuring zero client churn and seamless transition for Global Cash Card clients during ADP acquisition.

Client retention strategy
Integration planning
Change management
Enterprise Paycard Implementation
95%+ AdoptionMulti-StateFull Compliance

Enterprise Paycard Implementation

Multi-State Rollout

Comprehensive paycard adoption strategy across multiple business units with customized compliance programs.

Customized training
Compliance programs
Workforce segmentation

Proven Track Record

25+
Years Experience
$450M
M&A Integration
1.3M+
Employees Served
99%
Adoption Rate
Client Testimonials

What Clients Say

Trusted partnerships built on results and integrity

"Lisa led Client Loyalty for our payroll paycard program. She stood out as a true partner - always available, incredibly responsive, and deeply committed to ensuring customer satisfaction. Her strategic approach to check elimination resulted in 95% adoption and significant cost savings."

Sarah Chasney, CPP
Payroll Director
Fortune 500 Company

"Lisa is a valuable partner and collaborator. She focuses on the client's needs and looks for opportunities to consistently meet and exceed expectations. Her willingness to accept feedback regarding client experience and turn that feedback into action is exceptional."

Patty Kerekes
HR/Payroll/Finance Executive
Enterprise Client

"Lisa is an excellent business partner. She is a wealth of knowledge regarding banking cards, payments regulations, communications, and partnerships with Visa and MC. She is excellent with vendor management, has strong leadership skills and is a professional."

Barb Muellerleile, CPP
Sr. Director, Finance-Payroll
Panera Bread

What Leaders Say

"Lisa's superpower is connecting with clients and developing incredibly strong relationships. She is a great public speaker, creative thinker, is organized and dedicated."

Geoffrey Crossan
General Manager
ADP

"If you could define Leadership, Passion and Enthusiasm in two words - you would see 'Lisa Knisely.' She has led strategic efforts with clients of all sizes, ranging from the smallest to clients in the $52M revenue category, all while developing strong relationships that will last a lifetime. She has never said she isn't available to a client - day, night, weekend or even on vacation. Clients always come first."

Marilyn Gottsponer, SPHR
Director of Client Loyalty
ADP

"Lisa is a one-of-a-kind type of person who exemplifies the true meaning of partnership, service and dedication. Her clients and partners are always her main focus and she will go above and beyond to make sure they are successful. She is an incredible human being and leader."

Anthony Peculic
Vice President, Product/Technology
Marqeta
Get In Touch

Let's Start a Conversation

Whether you're scaling client success, reimagining your digital payments program, or planning your next leadership event - let's connect and explore how LK Strategy can help.

Contact Information

Location
Myrtle Beach, SC

Areas of Focus

Customer Success Growth
Strategic Consulting
Executive Advisory
Digital Payments Transformation
Team Development
Process Design
Compliance Knowledge
M&A Integration
Training & Education
Speaking Engagements

Schedule a Strategy Call

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