Lori Mccool
Head of Taxpayer Support at Column Tax | Greater Tampa Bay Area
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Lori McCool serves as the Head of Taxpayer Support at Column Tax, where she is at the forefront of revolutionizing the direct support experience for U.S. tax filers. With her extensive background in contact center management and process improvement, Lori is dedicated to building a next-generation support system that meets taxpayers where they are in their filing journey. Her strategic vision focuses on delivering tailored information and expert guidance, empowering individuals to file their taxes with confidence, accuracy, and ease.
In her current role, Lori leads key projects aimed at enhancing customer retention and satisfaction through innovative service delivery models. By leveraging her expertise in relationship management and cross-functional team leadership, she has successfully implemented initiatives that reduce friction in the taxpayer experience. Her commitment to operational excellence is evident in her ability to redesign business processes, ensuring that every interaction is streamlined and efficient.
Lori's proficiency in data analysis and speech analytics allows her to glean valuable insights from customer interactions, driving continuous improvement in service quality. Her leadership style fosters a culture of collaboration and accountability, enabling her team to excel in delivering exceptional taxpayer support. As she navigates the complexities of the tax landscape, Lori remains focused on transforming results and cultivating loyalty among clients, positioning Column Tax as a trusted partner in the tax filing process. Through her efforts, Lori McCool is not only enhancing the taxpayer experience but also setting new standards for excellence in the industry.
Head of Taxpayer Support at Column Tax in October 2022 to May 2025
Director - Customer Support / Fraud Operations at Bread in March 2019 to October 2022
Director - Customer Service at H&R Block in October 2012 to March 2019
Director - Productivity / Process Improvement at H&R Block in October 2012 to March 2019
VP Customer Operations at Vantiv in November 2008 to October 2012
VP Senior Operations Manager - Collections at JPMorgan Chase in April 2001 to November 2008
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Artificial Intelligence (AI)
Chatbots
Operations Management
Tax
Banking
Financial Services
Customer Satisfaction
Contact Centers
Customer Retention
Strategy
Change Management
Process Improvement
Service Design
Key Performance Indicators
Zendesk
Startups
FinTech
Early-Stage Startups
Service Delivery
Credit Cards
Debit Cards
Relationship Management
Payment Card Processing
Business Analysis
Workforce Management
Management
Leadership
Executive Management
Customer Service
Strategic Thinking
Finance
Analysis
Leadership Development
Performance Management
CRM
Vendor Management
Budgets
BPO
Retail
Slack
Risk Management
Customer Experience
Cross-functional Team Leadership
Business Process Improvement
Event Planning
Team Leadership
Customer Relationship Management (CRM)
Outsourcing
Call Centers
Strategic Planning
Project Management
Program Management
Speech Analytics
Artificial Intelligence
Robotic Process Automation
Budgeting
Team Building
Data Analysis
Black Belt
Robotic Process Automation (RPA)
ceritfied lean six sigma black belt
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Discover more about Column TaxWhat is Lori Mccool email address?
Email Lori Mccool at [email protected]. This email is the most updated Lori Mccool's email found in 2026.
How to contact Lori Mccool?
To contact Lori Mccool send an email to [email protected]. (updated on January 18, 2024)
What company does Lori Mccool work for?
Lori Mccool works for Column Tax
What is Lori Mccool's role at Column Tax?
Lori Mccool is Head of Taxpayer Support
What is Lori Mccool's Phone Number?
Lori Mccool's phone (**) *** *** 422
What industry does Lori Mccool work in?
Lori Mccool works in the Financial Services industry.
Lori Mccool Email Addresses
Lori Mccool Phone Numbers
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