Hire the Best BoomTown Specialists

Hi, I’m McKenzie 👋 I help SaaS teams, founders, and growing businesses keep customers supported, tasks organized, feedback documented, and follow-ups handled on time. → I manage 136+ SaaS customer accounts → I’ve handled 15,800+ customer interactions → I’ve maintained 98.5% CSAT → I’ve supported $1.2M+ in upsell revenue and $3.9M in pipeline → I’ve managed $3M ARR accounts with 100% client retention View my portfolio below, or message me if you need dependable help keeping customers supported, tasks organized, and details moving. ——— The longer, sit-down version: I’m a customer success, support, and operations professional with 8+ years of experience across SaaS, EdTech, admissions, account management, and client-facing roles. My background fits customer support, client success, virtual assistant work, executive assistant support, app testing, product reviews, and task-based projects because all of those roles depend on the same core strengths: clear communication, attention to detail, organization, and reliable follow-through. In my current role, I manage 136+ K-12 SaaS accounts, helping customers stay engaged, supported, and on track with product adoption. Before that, I handled 15,800+ customer interactions while maintaining a 98.5% CSAT score and ranking among the top performers on my support team. Your resume also shows strong revenue/account proof, including $1.2M+ in upsell revenue supported, $3.9M in pipeline, $3M ARR account experience, and 100% client retention. I’m a strong fit for teams that need someone who can step in and bring structure to customer communication, inboxes, CRM notes, follow-ups, onboarding tasks, meeting notes, product feedback, app testing notes, and support workflows. When you work with me, you get someone who understands both the customer side and the operations side: customers need clear answers, leaders need organized updates, and teams need details captured accurately so work keeps moving. I’m especially useful for: SaaS teams that need CS or support help Founders who need customer communication or admin tasks handled professionally Coaches and consultants who need client follow-ups organized Small businesses with messy inboxes, CRMs, or workflows Teams that need meeting notes, task tracking, summaries, templates, or SOPs Companies that need app testing, product feedback, or user experience notes from a detail-oriented customer-facing professional If you need someone dependable, organized, and customer-focused, I’d be happy to help!

If Your Customers Matter to You, Then Who Handles Them Matters Even More. Most businesses lose clients not because their product is bad, but because their customer experience is inconsistent, slow, or poorly managed. I’m a Customer Service & Client Experience Specialist with over 12 years of experience helping businesses improve response time, increase retention, recover dissatisfied customers, and turn inquiries into loyal, paying clients. I don’t just “reply to messages.” I build systems that improve customer satisfaction and drive revenue. When you hire a Customer Service Representative, you need someone who will: - Respond quickly and professionally - Represent your brand with confidence - Manage your CRM without supervision -Track conversations and follow-ups properly - De-escalate complaints without losing customers - Support sales and convert warm leads - Keep your pipeline organized - Deliver measurable results That’s exactly what I do. Here is how I will support Your business Here’s how I approach every role: ✔ Customer Support & Retention ✔ Handle email, chat, and phone support with empathy and efficiency ✔ Resolve complaints before they escalate ✔ Follow structured follow-up systems to reduce churn ✔ Maintain detailed records of all interactions ✔ CRM & Pipeline Management ✔ Update and manage CRM systems daily ✔ Track leads and automate follow-ups ✔ Monitor KPIs and generate performance reports ✔ Improve customer journey workflows ✔ Sales & Lead Conversion Support ✔ Qualify inbound leads ✔ Nurture prospects through structured communication ✔ Cross-sell and upsell where appropriate ✔ Recover dormant or inactive accounts ✔ Team & Process Improvement ✔ Supervise and support junior agents (if required) ✔ Create SOPs for consistent service delivery ✔ Improve response templates and workflows 🛠 Tools & Platforms I’m Proficient In; - CRM Systems (HubSpot, Zoho, Salesforce, and similar platforms) - Zen-desk - Freshdesk - Intercom - Slack - Trello / Asana - Google Workspace - Microsoft Office Suite - Email management systems - Sales tracking dashboards I adapt quickly to new systems and workflows. Proven Results & Achievements - Improved customer conversion rates through structured CRM follow-ups - Successfully reactivated dormant client accounts - Led sales and customer service teams to consistently meet weekly targets - Increased customer satisfaction through proactive communication - Managed high-value clients and reduced payment defaults through strategic follow-ups I treat your customers like they are my own. If you're looking for someone who can improve your customer experience, protect your brand reputation, and contribute to revenue growth, I’m ready to get started.

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.

Every lead that goes unanswered, every customer inquiry that slips through the cracks, and every missed follow-up is a potential loss in revenue. I help SaaS companies, tech startups, and B2B organizations build support systems that improve customer experience, strengthen retention, and protect revenue opportunities. While many Customer Support Specialists focus solely on resolving tickets, I focus on the entire customer journey—from first contact and onboarding to long-term customer loyalty. My approach combines customer support, CRM management, and lead nurturing to help businesses create seamless customer experiences while ensuring no valuable lead or opportunity is overlooked. Using HubSpot, Zendesk, Intercom, and Freshdesk, I help businesses streamline customer communication, organize customer data, manage support workflows, and maintain efficient lead management processes. Through hands-on HubSpot CRM projects, I have organized lead pipelines, created contact management workflows, and implemented lead-tracking processes designed to ensure inquiries are assigned, followed up on promptly, and moved through the appropriate customer journey. Great customer support is not a cost center—it is a growth function. When customers receive timely support, prospects receive consistent follow-up, and customer data is managed effectively, businesses retain more customers, increase conversions, and grow sustainably. How I Can Help Your Business ✔ Customer Support & Ticket Management ✔ Email & Live Chat Support ✔ HubSpot CRM Management ✔ Zendesk & Intercom Administration ✔ Freshdesk Support Operations ✔ Lead Management & Lead Nurturing ✔ Customer Success, Retention & Onboarding Support ✔ CRM Data Management & Cleanup ✔ Contact Database Management ✔ Pipeline Management ✔ Knowledge Base Documentation ✔ Escalation Management ✔ Customer Experience (CX) Support What You Can Expect • Prompt, professional, and customer-focused communication • Accurate and well-organized CRM records • Consistent lead follow-up and pipeline management • Efficient handling of customer inquiries and support tickets • Reliable support processes that help your business scale • A customer-first approach that strengthens trust and loyalty I genuinely enjoy helping customers feel heard, supported, and confident in the businesses they choose. Whether your leads come from your website, referrals, paid campaigns, or inbound inquiries, I ensure they are documented, organized, and guided through the right customer journey so nothing falls through the cracks. If you're looking for a Customer Support & CRM Specialist who can help you improve customer experience, maintain an organized CRM, and ensure no lead falls through the cracks, send me a message or invite me to your job. Let's discuss your CRM, support workflows, and customer journey, and identify opportunities to improve efficiency, retention, and long-term growth.

Hey there! I'm Sumit Mishra – Your Go-To Salesforce Expert I’m a 22x Certified Salesforce Consultant, Developer, and Solution Architect with over 13 years of experience helping organizations make the most of their Salesforce investment. I’ve worked with nonprofits, healthcare organizations, SaaS startups, and global enterprises—building smart, scalable, and secure solutions that drive real results. If you’re looking for someone who can truly understand your business needs, translate them into powerful Salesforce solutions, and work as an extension of your team—you’re in the right place. What I Do Best: Sales Cloud, Service Cloud & Salesforce CPQ: I help sales and support teams work smarter with streamlined processes, automation, and custom workflows. I’ve also implemented CPQ for dynamic quoting and approval cycles. NPSP (Nonprofit Success Pack): From donor management and grant tracking to volunteer portals and reports—I’ve set up full nonprofit CRM systems that drive impact and efficiency. Health Cloud: I’ve built HIPAA-compliant care plans, patient updates, and clinical workflows using Health Cloud, often paired with custom automation and Lightning Components. Marketing Cloud: I’ve created dynamic emails using AMPscript, built customer journeys in Journey Builder, managed Data Extensions, and automated campaigns that actually convert. Commerce Cloud & Experience Cloud: I’ve worked on B2B/B2C commerce portals, partner communities, and public-facing sites using LWC and Experience Cloud, tailored to unique business needs. Salesforce Setup, Customization & Integration: I build everything from the ground up—custom objects, Flows, Apex, LWC. Integrated Salesforce with platforms like QuickBooks, Stripe, Zoom, Outlook, and Gmail using REST APIs, Webhooks, and middleware like Zapier, Workato, and Dell Boomi. Reports, Dashboards & Analytics: I love turning messy data into clear insights. I’ve built advanced dashboards and reports for everything from forecast vs. actuals to donor segmentation and patient health outcomes. DevOps, Agile & Project Management: I use tools like Git, Copado, Gearset, Jenkins, and Salesforce DX for reliable deployments. I work in Agile sprints using tools like Jira, Asana, and ClickUp—always focused on getting things done right and on time. A Few Projects I’m Proud Of: LWC-powered Volunteer Portal for a nonprofit Automated donor lifecycle journeys with NPSP & Flow Patient alerts & care plans in Health Cloud Stripe + Zoom event automation from Salesforce Multilingual Conga quote generator for B2B sales Why Clients Love Working With Me: ✅ 13+ years of Salesforce experience ✅ 22 Salesforce certifications across Admin, Dev, Architect, and Marketing ✅ Strong communication and full ownership of projects ✅ Experience across multiple industries and use cases ✅ US time zone overlap for seamless collaboration Let’s Talk: If you need a Salesforce expert who brings both technical skills and business insight—I’d love to hear more about your project. Let’s connect and make something awesome together.

As a HubSpot Solution Partner, I specialize in HubSpot solutions architect and RevOps consulting and implementation. I assist companies with their CRM onboarding, solution architecture, data migrations, automation, streamlined CRM operations and reporting across Sales, Service, Marketing, and Operations Hub, at Professional and Enterprise tiers. Core HubSpot specializations: CRM Architecture & Data Management - Enterprise setup, migrations, and data cleanup with governance frameworks - Custom object design, property audits, and scalable database architecture Revenue Operations & Automation - Sales pipeline optimization, lead scoring, and lifecycle management - Intelligent workflows for handoffs, notifications, and process automation Integrations & Advanced HubSpot Functionality - Third-party connections (Jira, ZoomInfo, Zapier) and API implementations - AI-enhanced automation with ChatGPT workflows and chatbot setup Multi-Team & Enterprise Solutions - Franchise structures, role-based permissions, and territory management - Custom dashboards, reporting suites, and cross-hub analytics Training & Adoption Support - Documentation, SOPs, and stakeholder enablement for successful rollouts Why clients choose to work with me: - 8+ years HubSpot expertise across Enterprise/Pro tiers with full-time RevOps focus (3+ years) - Measurable business impact – clients see improved CRM efficiency, reduced manual work, and better data quality - Deep technical capabilities – custom objects, complex automations, API integrations, and enterprise migrations - Ongoing relationship focus – Super Admin support, team training, and evolution with your business needs My approach: - Values-first partnership – integrity, gratitude, accountability, and ownership drive everything I do - Strategic + technical expertise combining RevOps strategy with hands-on system building - Cross-industry experience delivering scalable solutions across SaaS, manufacturing, and franchises - Clear communication with structured planning and responsive updates Certifications & Credentials: 🏅 CRM Customization Bootcamp for Developers 2025 🏅 RevOps Bootcamp Certification 🏅 Sales Skills Bootcamp 🏅 HubSpot Sales Software Certificate 🏅 HubSpot Service Hub Software Certificate 🏅 HubSpot Reporting Certificate 🏅 HubSpot Marketing Software Certificate 🏅 HubSpot Email Marketing Certificate 🏅 HubSpot Inbound Certificate 🏅 HubSpot Inbound Marketing Certificate