✨ Customer Success Specialist | Onboarding, CRM Setup, Billing & Retention Solutions
Hi, I’m Dreanna — a Customer Success Specialist with a focus on onboarding, CRM workflows, billing systems, and client retention.
I help businesses deliver seamless onboarding experiences, manage customer accounts, and clean up billing processes that slow teams down. Whether you’re building out a new CRM, setting up customer communication workflows, or trying to reduce churn—I can help you organize, automate, and scale with clarity.
Here’s what I bring to the table:
✅ Client Onboarding & Retention Support
• Welcome communication sequences, account setup walkthroughs, and milestone tracking
• Process documentation and success resources to reduce drop-off
✅ CRM & Tech Stack Management
• HubSpot, ClickUp, Google Workspace, Stripe, and billing platforms like bill.com & Upflow
• Workflow automations, pipeline setup, data cleanup, and task follow-up
✅ Billing & Collections Coordination
• Tracking past-due invoices, subscription adjustments, payment portal setup
• Communication with customers around refunds, disputes, and cancellations
• Process handoff to external collections (with accurate documentation)
✅ Customer Communication & Support
• Inbox management, template creation, and live customer touchpoints
• Cross-functional coordination with sales, finance, and ops teams
I’ve supported SaaS companies, service providers, and eCommerce businesses looking to improve the way they support and retain customers. I pride myself on being resourceful, responsive, and detail-oriented—able to plug in and add value quickly.
If you're looking for someone who can support your customers, reduce friction, and help your internal team stay organized and efficient, let’s talk!
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