Hire the Best Customer Retention Specialists in Brooklyn, NY

I help businesses increase revenue by generating qualified leads and setting high-converting appointments. With over 1,000 hours on Upwork and $10K+ in earnings, I bring proven experience in outbound sales, lead qualification, and client communication. My expertise includes: • Bilingual appointment setting (English/Spanish) • Cold calling & objection handling • CRM management and pipeline tracking • Lead nurturing and follow-up • Customer retention strategies I focus on measurable performance, clear communication, and consistent results. If you’re looking for a reliable, results-driven sales professional who understands targets and revenue growth — let’s connect.

I help teams turn marketing strategy into a lifecycle system that converts. That means clear funnel set up, high-performing email and SMS automation, and reporting that makes it easy to see what is driving the lead pipeline, activation, and retention. Certified: HubSpot (5x), Mailchimp (2x), Klaviyo, Pardot, Google Analytics, Google Ad Search, AI Prompting If you are getting leads but follow-up is inconsistent, or you have automation running but cannot connect it to outcomes, I can help you fix the system quickly. What I Do Best: ✔️Funnels and lifecycle strategy: journey mapping, segmentation, messaging, offers, and conversion paths ✔️Email and SMS automation: welcome, nurture, onboarding, demo or trial follow-up, winback (re-engagement), expansion (growth from existing customers) ✔️CRM alignment: lifecycle stages, lead capture, handoff logic, follow-up structure ✔️Reporting and insights: KPI definitions, dashboards, and weekly performance updates that answer what worked and what to do next ✔️QA and governance: tracking, links, tokens (placeholders), suppression rules, and process documentation How I Work: ➡️Align on the primary metric (demo bookings, MQL to SQL, activation, retention, revenue) ➡️Map the journey and build the trigger and segmentation plan ➡️Write and build the lifecycle system with a tight QA process ➡️Launch with reporting and a test plan so performance improves month over month Typical Projects I Take On: ➡️Lifecycle or funnel audit with a prioritized action plan ➡️Build or rebuild automations (welcome, nurture, onboarding, winback, expansion) ➡️Demo or trial follow-up system that improves show rate and conversion ➡️Email program refresh (copy, structure, testing plan, QA) ➡️Reporting setup: dashboards, KPI definitions, weekly insights cadence ➡️Meta ads plus follow-up system: campaign structure, tracking, and nurture alignment I bring 17+ years across fintech and financial services, consumer brands, nonprofits, B2B SaaS, and high-growth startups, with a strong mix of strategy and hands-on execution. I am especially strong at building programs that are structured, measurable, and cleanly executed, with rigorous QA and stakeholder-friendly workflows. Highlights: ✔️Gold Bullion International (Marketing Director): led lifecycle and growth marketing across GoldSilver, Hard Assets Alliance, and Wealthion, including integrated promo campaigns and a major rebrand initiative that supported multi-million-dollar sales performance, including a $6.2M peak month and flash-sale revenue exceeding $657K. ✔️Built lifecycle programs with 48%+ email open rates, and grew a fintech startup email list by 241% in one month through targeting and A/B testing. ✔️Delivered a 1,451% increase in daily sales for an ecommerce campaign through integrated lifecycle, landing-page optimization, and performance marketing alignment. ✔️Paid social strength: developed Meta campaigns with conversion rates up to 2.58% and connected traffic to follow-up sequences so leads did not go cold. ✔️Global digital work with YouTube: drove a 30% lift in user engagement and a 25% improvement in brand perception on a multi-country initiative. What I Need to Start: ➡️Your funnel stages and primary conversion goal ➡️Access to the platform(s) involved ➡️Any existing automations, emails, and reporting views ➡️Brand voice examples and constraints, including compliance notes if relevant

*Upwork Expert Vetted* Growth & Retention Consultant with a Fortune 500 and strategy consulting background, specializing in profitable growth through customer retention: ▷ Email, SMS, & Direct Mail Marketing + Automation: Personalized campaigns that strengthen relationships and increase customer lifetime value. ▷ eCommerce Strategy: Optimize online sales and customer experiences for higher conversion rates and long-term success. ▷ Maximize Customer Lifetime Value: Enhance retention and boost long-term profitability with tailored strategies. ▷ Retention-Focused Growth: Proven tactics to keep customers engaged and loyal, driving sustainable business growth.