Hire the Best AchieveIt Specialists

🎖️ Top Rated Plus Freelancer | Top 3% of Talent | 100% Job Success Score | 3+ Years Experience Most companies don't lose customers because of their product. They lose them through slow onboarding, poor adoption, and customer operations that don't scale. I'm a Client Success Manager and AI Ops Expert helping SaaS, Cybersecurity, EdTech, FinTech, and Digital Agency Start ups improve onboarding, increase retention, and build scalable customer experiences. I've managed customer portfolios exceeding $5M ARR, maintained retention rates above 90%, reduced time-to-value by up to 35%, and built systems that improve customer health visibility and expansion opportunities. Core expertise: ✔ Customer Onboarding & Implementation ✔ Retention & Churn Reduction ✔ Customer Success Operations ✔ AI-Powered Workflow Optimization ✔ CRM & Lifecycle Management ✔ QBRs & Executive Reporting ✔ Customer Health Scoring ✔ SOP Development & Documentation ✔ Cross-Functional Project Management ✔ Automation & Operational Efficiency I use AI and automation tools including ChatGPT, Claude, HubSpot, ClickUp, Zapier, Make, and Notion AI to help teams scale without increasing headcount. Let's build customer experiences that scale!

💼𝟳+ years of experience |💫Worked with 150+ SMEs & Enterprises (𝗜𝗕𝗠, 𝗖𝗶𝘀𝗰𝗼, 𝗪𝗮𝗹𝗺𝗮𝗿𝘁, 𝗨𝗔𝗘 𝗚𝗼𝘃𝘁) I help businesses operate smarter, whether that’s through clear technical documentation, agile project leadership, or smart workflow automation. With experience across 300+ projects, I’ve worked as a 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗻𝗮𝗹𝘆𝘀𝘁, 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿, 𝗦𝗖𝗥𝗨𝗠 𝗠𝗮𝘀𝘁𝗲𝗿, and 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗢𝘄𝗻𝗲𝗿, turning scattered ideas into structured execution. My planning and documentation align teams and keep progress on track. On the 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 side, I design and implement workflow systems utilizing tools, third-party platforms, and AI to automate manual tasks, streamline outreach, and integrate disparate systems. Whether you're running a service-based business, coaching program, or eCommerce store, I can help you save time, reduce manual work, and get your operations flowing smoothly. 🔶𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 & 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: I specialize in end-to-end documentation and planning that meets 𝗜𝗘𝗘𝗘, 𝗜𝗦𝗢, 𝗮𝗻𝗱 𝗔𝗣𝗔 standards. ✅𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗗𝗼𝗰𝘀: - SRS, BRD, FRD, FSD, SDD. - Use cases, estimation sheets, test plans, system design, and technical reports. ✅𝗔𝗰𝗮𝗱𝗲𝗺𝗶𝗰 & 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗗𝗼𝗰𝘀: - Feasibility reports, research proposals, final year projects, thesis. ✅𝗔𝗴𝗶𝗹𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: - User stories, Gantt charts, work breakdown structures, risk plans, role assignments. 🛠𝗧𝗼𝗼𝗹𝘀 𝗜 𝗨𝘀𝗲: MS Word / PowerPoint / Excel / Visio / Lucidchart / Figma / Turnitin / Grammarly 🔶𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗪𝗼𝗿𝗸: I design and build automation systems that reduce manual work, enhance speed, and ensure continuous operations 24/7. Industries I've Automated: ✅𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 & 𝗥𝗲𝘁𝗮𝗶𝗹: Order processing, inventory sync, fulfillment updates. ✅𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗔𝗴𝗲𝗻𝗰𝗶𝗲𝘀: CRM sync, outreach flows, AI-powered content. ✅𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲: Booking systems, patient follow-ups, CRM pipelines. ✅𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲: Lead capture, follow-ups, CRM alerts. ✅𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 & 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻: Student onboarding, email sequences, tracking. ✅𝗙𝗶𝗻𝗮𝗻𝗰𝗲 & 𝗟𝗲𝗴𝗮𝗹: Invoicing, compliance reminders, client onboarding. ✅𝗥𝗲𝗰𝗿𝘂𝗶𝘁𝗺𝗲𝗻𝘁 & 𝗛𝗥: Candidate pipelines, interview scheduling. ✅𝗦𝗮𝗮𝗦 & 𝗦𝘁𝗮𝗿𝘁𝘂𝗽𝘀: API workflows, internal syncs, bots, CRMs. 🛠𝗧𝗼𝗼𝗹𝘀 𝗜 𝗨𝘀𝗲: Zapier / Make.com / n8n / Pabbly / HubSpot / Zoho / Salesforce / Pipedrive / Monday / ClickUp / Notion / Trello / Asana / Stripe / QuickBooks / Xero / Mailchimp / ActiveCampaign / Gmail / WhatsApp API / GPT / Claude / Webhooks / Custom API Integration 🔶𝗞𝗲𝘆 𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀: ✅𝟯𝟬𝟬+ documentation and planning projects delivered ✅𝟮𝟬𝟬+ custom automations delivered ✅𝟯𝟬,𝟬𝟬𝟬+ hours of manual work eliminated ✅𝟱𝟬𝟬𝗞+ saved through workflow improvements ✅𝟳𝟱–𝟵𝟬% reduction in time spent on repetitive processes 📩Let’s talk if you need a pro who can bring clarity, structure, and automation to your business so it can run better, scale faster, and depend less on you.

With 8+ years of experience in Customer Support, Customer Success, Quality Assurance, Team Management, and Sales Operations, I help businesses improve customer experience, optimize team performance, and streamline support processes. I have worked with SaaS companies, eCommerce brands, service-based businesses, and remote teams, supporting both customer-facing operations and internal performance initiatives. My experience spans customer support, quality assurance, technical support, appointment setting, lead generation, sales development, and team leadership. Over the years I have: • Managed remote support teams and QA programs • Evaluated thousands of customer interactions and delivered performance coaching • Reduced support backlogs and improved response times • Handled customer support through Intercom, Salesforce, Crisp, Shopify, Five9, RingCentral, and other platforms • Led appointment setting, lead generation, and customer success initiatives • Consistently met and exceeded sales targets as a Sales Development Representative and Appointment Setter • Managed teams to achieve sales KPIs, productivity goals, and performance benchmarks • Built and monitored Five9 reporting, agent scorecards, and team performance metrics • Developed QA frameworks, performance reviews, and coaching programs to improve service quality • Created SOPs, workflows, knowledge bases, and operational processes to improve efficiency and scalability Core Expertise: 🗸 Customer Success 🗸 Customer Support Management 🗸 Quality Assurance (QA) 🗸 SaaS Support 🗸 Technical Support 🗸 Team Leadership & Coaching 🗸 Sales Development 🗸 Appointment Setting 🗸 Lead Generation 🗸 Performance Management 🗸 Process Improvement 🗸 Reporting & Analytics 🗸 KPI Tracking 🗸 Operations Management Tools & Platforms: Intercom, Salesforce, Shopify, Five9, RingCentral, Crisp, Scorebuddy, ShipStation, Notion, Slack, Google Workspace, Microsoft Office, Excel, Teams, and various CRM, support, and reporting platforms. Notable Achievements: • 10,000+ hours worked on Upwork • 100% Job Success Score • Top Rated Plus Freelancer • Experience managing support, sales, and customer success teams • Proven track record in quality assurance, coaching, and performance improvement • Strong background in customer retention, process optimization, and operational excellence If you're looking for a dependable professional who can improve customer experience, manage teams, optimize support operations, and drive measurable results, I'd be happy to discuss how I can help your business grow.

👋 About Me • 🧠 Operations-focused Virtual Assistant with 4+ years of experience supporting founders, agencies, clinics, and online businesses • 🎯 I keep day-to-day operations organized so leaders can focus on growth, not loose ends 🔧 What I Do Best • 🗂️ Wear multiple hats across admin, operations, healthcare, and tech roles • 📅 Manage calendars, inboxes, tasks, systems, and follow-ups with consistency • ✅ I don’t just complete tasks — I close loops ⚙️ How I Support Teams • 🧩 Organize workflows and create clear SOPs • 🤝 Coordinate teams and manage client or patient communication • 🚨 Flag issues early instead of letting problems grow • 🧑‍💻 Work independently while asking the right questions 📈 Bonus Skills • 🧠 CRM organization and internal systems support • 🌐 Funnel setup using WordPress inside Go High Level • ✍️ Content coordination and basic QA before things go live • 🤍 Reliable, proactive, and easy to work with • 🛠️ I take ownership and reduce operational friction • 🤝 Happy to connect and see if we’re a good fit

I specialise in SaaS implementation and customer success, bringing 16 years of diverse experience in customer service roles, both face-to-face and remote. I have a proven track record of onboarding clients and leading implementation projects, ensuring seamless integration and satisfaction. My expertise in Microsoft Office applications, experience with CRM platforms and project management software, allows me to manage tasks efficiently. After five years of remote work in Australia, I am excited to explore new opportunities that leverage my skills in a global context. If you need a results-oriented professional to help your business thrive, let’s connect and discuss how I can add value to your team.

I help growing businesses build scalable systems across operations, marketing, and customer support. My background includes BPO leadership, AI automation, CRM automation, SEO, PPC, lead generation, distributed team management, and cross-functional business support. I’ve partnered with founders and growth-focused teams to streamline workflows, strengthen execution, and build systems that reduce admin load while improving efficiency. My strengths are in remote operations, marketing operations, founder support, process improvement, and turning complex business needs into clear, repeatable workflows. I’m especially effective in fast-moving environments where strategic thinking and hands-on execution both matter. I’m currently open to remote roles in operations, marketing operations, project coordination, and founder or executive support, particularly with companies in the Boston and New York markets.