You will get an experienced CSM to onboard, retain, and grow your clients
Project details
As a Customer Success & Account Management Specialist, I help businesses build lasting client relationships, boost retention, and drive growth through proactive engagement and data-driven strategies. With hands-on experience in SaaS, healthcare, and technology, I specialize in client onboarding, CRM optimization (HubSpot, Salesforce, Zoho), upsells & cross-sells, and renewal management.
What sets me apart is my strategic people-first approach, I don’t just manage accounts, I create customer experiences that increase loyalty, reduce churn, and maximize lifetime value. Whether you need short-term support or a long-term success partner, I’ll ensure your clients stay engaged, satisfied, and aligned with your business goals.
What sets me apart is my strategic people-first approach, I don’t just manage accounts, I create customer experiences that increase loyalty, reduce churn, and maximize lifetime value. Whether you need short-term support or a long-term success partner, I’ll ensure your clients stay engaged, satisfied, and aligned with your business goals.
Target Country
Worldwide, United States, United KingdomWhat's included
| Service Tiers |
Starter
$75
|
Standard
$150
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Projects | 3 | 4 | 4 |
General Project Consulting | - | - | - |
Define Project Goals | |||
Define Deliverables & KPIs | |||
Establish Schedule & Milestones | |||
Risk Management | - | - | - |
Resource Management | - | - | - |
Budget Management | - | - | - |
Project Reports | |||
Project Diagrams Provided | - | - | - |
Frequently asked questions
About Hasan
Customer Success Manager | Client Engagement Spcialist
Islamabad, Pakistan - 9:11 am local time
In my previous role as a Client Engagement Manager at CareCloud, I handled end-to-end client communication, resolved complex billing issues, and ensured consistent delivery of RCM services across multiple practices. That experience shaped my ability to understand both the operational and financial challenges providers face.
Today, I focus on:
Improving first-pass claim acceptance rates
Reducing denials and accelerating reimbursements
Strengthening client relationships through proactive support
Aligning RCM strategies with practice growth goals
I don’t believe in one-size-fits-all solutions, every practice is different, and success comes from tailoring processes that actually work in real-world operations.
Key Highlight:
Managing Business Development and Operations at ReliableCare RCM
Conducted research on “How Color Psychology Influences Branding,” showcasing strong analytical ability and innovative problem-solving skills.
Successfully generated $200K+ in upsells in my recent role as a Client Engagement Manager, demonstrating business growth expertise and client relationship management.
Educational Background:
Bachelor’s degree in Business Administration, enhancing my understanding of business operations and strategies
Steps for completing your project
After purchasing the project, send requirements so Hasan can start the project.
Delivery time starts when Hasan receives requirements from you.
Hasan works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Gathering & Kickoff
Once you purchase the project, I’ll review your business goals, target clients, and CRM setup to ensure alignment. We’ll confirm deliverables and timelines.
Onboarding & CRM Setup
I’ll organize your client data, optimize your CRM (HubSpot, Salesforce, or Zoho), and set up workflows for onboarding, engagement, and retention tracking.