Need help improving your customer onboarding, managing billing issues, or building workflows that actually retain clients? I specialize in streamlining customer success operations so your team can focus on growth—not chasing down payments or fixing broken processes.
With a background in SaaS, support, and CRM platforms like HubSpot and ClickUp, I’ve worked directly with customers and internal teams to:
Manage billing and collections workflows (including Upflow, bill.com, Coupa, and Stripe)
Resolve payment disputes, process refunds, and document reasons for cancellations
Set up onboarding templates and automation to improve client activation and reduce churn
Handle subscription adjustments, invoice clean-up, and overdue account follow-up
Track customer journeys and retention metrics through CRM dashboards and reporting tools
Provide cancellation support and drive process improvements based on real feedback
I bring a strong attention to detail and a customer-first mindset, making sure every interaction—whether it’s onboarding communication, invoice reminder, or support response—reflects your brand and builds trust.