Hire the Best AgilQuest OnBoard Specialists

Profile Summary: If you are looking for someone who has genuinely lived Customer Success and Operations at a senior level - not just read about it - you are in the right place. Over nearly 7 years at Payactiv, one of the US's most recognized FinTech and EWA SaaS platforms, I progressed from Implementation Engineer all the way to Senior Manager of Growth Operations. Along the way I built, scaled, and optimized every customer-facing and operational function the company had. What I have delivered: Onboarded 2,000+ enterprise clients across the United States, managing end-to-end implementation with hundreds of payroll providers - ensuring smooth activations, high satisfaction rates, and long-term retention. Built and led a 30-member Customer Onboarding and Activation team entirely from scratch -handling hiring, training, performance metrics, and day-to-day operations. Owned the full post-sale customer journey from onboarding and activation through ongoing engagement, escalation management, and retention strategy. Designed and implemented company-wide SOPs, SLAs, and OLAs that brought consistency and accountability across 8+ departments. Partnered directly with the VP of Growth and C-suite leadership on revenue forecasting, pipeline management, strategic planning, and operational alignment. Managed full Salesforce CRM implementation - building dashboards, workflows, and reporting systems that gave leadership real-time visibility into customer health and pipeline performance. Led Sales Operations including RFP management, territory and quota design, compensation planning, and end-to-end sales funnel oversight. Collaborated with Product teams to translate customer feedback into platform improvements, directly influencing the product roadmap. Managed Middle East and APAC account relationships at Ranorex, handling pre and post-sale queries, product demos, and regional reporting to US leadership. Core areas of expertise: Customer Success Management and Strategy, Client Onboarding and Implementation, SaaS Sales Operations, CRM Management (Salesforce and HubSpot), SOP and SLA Development, Churn Prevention and Retention, Growth Operations and Revenue Forecasting, Cross-functional Team Leadership, FinTech and B2B SaaS Operations, Process Optimization and Redesign. Why work with me: Most professionals on Upwork have experience managing small accounts or handling support queues. My background is different. I have operated at the enterprise level - managing thousands of clients, building teams, working directly with C-suite executives, and designing the operational systems that make customer success and growth scalable. I also bring a founder's perspective. I currently lead two AI-powered ventures, which means I understand what it feels like to be on the client side - needing responsive partners, fighting for results, and expecting people who treat your business as seriously as their own. Whether you need someone to lead your Customer Success function, fix a broken onboarding process, clean up your CRM, build out your sales ops, or be the senior operational partner your growing SaaS company needs - I am ready to contribute from day one. Let's connect and talk about how I can help.

Are you a start-up founder looking to scale your business without the overhead costs of hiring full-time staff? Do you find yourself overwhelmed with administrative tasks that are taking you away from your core business activities? Look no further – I am here to be your dedicated Virtual Assistant and help your start-up thrive. My name is Al Vincent Villamor, and I specialize in providing top-notch virtual assistance to start-up companies like yours. As a product trainer for an outsourcing company for start-up companies from my previous job, I leverage my 10+ years of experience and diverse skill set in the BPO industry to deliver high-quality training for different lines of business. I have expertise in customer service, lead generation, sales development, onboarding, and data entry, which enables me to adapt to various client needs and expectations, and be well-equipped to handle a wide range of tasks that can free up your time and energy to focus on what matters most – growing your business. Here's what I can bring to the table: 1. Administrative Support: From managing your email inbox and scheduling appointments to handling data entry and bookkeeping, I can streamline your administrative processes. 2. Customer Support: I can provide excellent customer service, ensuring your clients are satisfied and engaged. Prompt responses and problem-solving are my specialties. 3. Sales: I can support your sales efforts by handling outreach, following up with leads, and helping convert prospects into loyal customers. 4. Onboarding: To create a smooth experience for new clients or team members, I can assist with onboarding processes, ensuring they feel welcomed, informed, and set up for success. 5. Social Media Management: Building an online presence is crucial for start-ups. I can create and curate content, schedule posts, and engage with your audience on social media platforms. 6. Project Management: Keeping track of tasks and deadlines is essential. I can help you manage projects, collaborate with your team, and ensure everything stays on track. 7. Research: Whether you need market research, competitor analysis, or data gathering, I'm skilled at finding valuable insights to inform your business decisions. 8. Email Marketing: I can assist in creating and executing email marketing campaigns to nurture leads and retain customers. 9. Content Creation: From blog posts to newsletters, I can assist with content creation that resonates with your target audience. 10. Data Analysis: I can help you make data-driven decisions by collecting and analyzing relevant data. My commitment to your success is unwavering. I understand the unique challenges faced by start-up companies and am dedicated to providing flexible and cost-effective solutions that align with your goals. Let's schedule a call to discuss your specific needs and how I can tailor my services to fit your start-up's requirements. Together, we can make your vision a reality. Ready to take the first step towards a more efficient and successful start-up journey? Feel free to send me a message and we can arrange a convenient time to connect.

Top Rated Client Success & Enrollment Specialist | Virtual Assistant Results-driven administrative and client support professional with 13+ years of experience providing exceptional customer service, coordinating operations, and managing client relationships in fast-paced environments. Experienced in client onboarding, enrollment management, CRM administration, appointment scheduling, customer communications, record management, and process coordination. As a Client and Enrollment Specialist for a coaching company, I served as a primary point of contact for clients throughout their journey, ensuring a seamless onboarding experience, maintaining accurate client records, coordinating coaching schedules, tracking enrollments, and providing ongoing support to maximize client success and engagement. Known for strong organizational skills, attention to detail, and the ability to manage multiple priorities while delivering a high-touch client experience. Proficient in GoHighLevel, HubSpot, Google Workspace, Microsoft Office Suite, email management, data entry, reporting, customer support, and process improvement.

Customer Support Specialist for SaaS & Fintech | Ecommerce | CRM | Email Support | Live Chat | Ticket Management | Freshdesk, Zendesk, HubSpot, Intercom When customers submit a ticket, send an email, or open live chat, they expect a fast, clear response, not delays, missed follow-ups, or incomplete answers. I help SaaS, Fintech & Ecommerce teams keep their support operations organized, responsive, and reliable every day. I provide daily customer support coverage, managing shared inboxes, responding to customer emails and live chats, handling ticket queues, and maintaining accurate CRM records so every request is tracked, resolved, and documented properly. I’m experienced in high-volume, high-accuracy environments where response time, confidentiality, and precise documentation are essential. How I Support SaaS, Fintech & Ecommerce Teams as a Customer Support Expert: ◆ Responding to customer emails, support tickets, and live chat inquiries ◆ Managing shared inboxes and helpdesk queues to keep response times within SLA ◆ Logging interactions and updating CRM and customer records ◆ Handling account inquiries, onboarding questions, and general product support ◆ Escalating technical or billing issues to the appropriate teams ◆ Tracking unresolved issues and sending follow-ups until resolution ◆ Maintaining organized internal notes and documentation for support teams ◆ Communicating with internal teams via Slack or project management tools Helpdesk, CRM & Collaboration Tools I Work With: Zendesk Freshdesk Intercom Crisp Shopify HubSpot Gmail and Outlook Google Workspace Slack Zoom Trello, Asana, ClickUp, and Notion Zapier What You Can Expect: ✔ Fast, professional responses that match your brand voice ✔ Organized ticket queues and clear internal documentation ✔ Consistent follow-ups so customers are never left waiting ✔ Reliable daily support coverage and communication ✔ Careful handling of customer data and sensitive information Availability: Full-time support; Monday-Saturday EST / CST / PST business hours. I'm available to start immediately. If you need someone to handle customer emails, manage ticket queues, respond to live chat, and keep your support workflow organized, I’m available to support your team. Send me a message or invite me to your job and let me know: ▶Which helpdesk platform you use ▶Your average daily ticket volume ▶The hours you need coverage I respond immediately.

Experienced SaaS professional with 12 years of expertise across Customer Service, Technical Support, Quality Assurance, Product Management, Talent Acquisition, Customer Operations Strategy, and AI-powered Support Operations. Proven track record of improving customer experiences, streamlining support processes, and driving operational efficiency through automation, quality management, and data-driven decision-making. Skilled in managing AI support solutions, knowledge bases, support workflows, and cross-functional projects while leveraging tools such as HubSpot, Breeze AI, Jira, Asana, Slack, Google Workspace, and various ATS platforms. Recognized for strong problem-solving abilities, process optimization, and delivering scalable solutions that enhance both customer satisfaction and business performance.

Your customers will never know you hired support. They'll just think your company got better. I'm Ify, a Customer Support Specialist with 5+ years inside SaaS platforms, AI tools, HealthTech providers, and Shopify and eCommerce brands. I learn your product, your customers, and your brand voice so thoroughly that every interaction feels like it came from inside your company. Because functionally, it does. I work independently, communicate proactively, and take full ownership of every customer issue until it's resolved, so you spend less time managing support and more time growing your business. ✔️ What I deliver: Fast, empathetic support across email, live chat, and phone. Complete ticket ownership. Consistent brand voice. Zero dropped conversations. 📈 What I've achieved: 18% increase in onboarding completion at Instantly.ai 95%+ CSAT for a US telehealth provider under high daily volume 30% reduction in ticket resolution time for a European eCommerce brand 40% of inherited backlog cleared within my first month at Green Health Docs 🛠️ Platforms: Zendesk • Gorgias • Intercom • Freshdesk • HubSpot • Salesforce • Shopify • Slack • Notion • Google Workspace "Ify was an outstanding asset to our Customer Support team." - Alexis Maphis, Head of Customer Support, Confetti / Wekudo Tech "Ify turned frustrated customers into loyal ones. Over the phone, over email, over chat. Every time." - Lecha Kelly, Customer Support Manager, Dynamics Athletics The best support doesn't just solve problems. It builds trust and gives customers a reason to stay. Let's talk.