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You know that feeling when a customer jumps ship right at renewal? Frustration and disappointment set in, especially when you realize that the churn could've been prevented.

The truth is though, churn happens at onboarding + implementation process.

What happens after a poor onboarding process? The customer has a sour taste in their mouth, shifting the relationship from promising to one where the CSM is in pure reactive mode. 🤯

To use a football analogy (go Niners 🏈), imagine being in a 28-0 deficit and you’re not even at halftime yet. You’re scrambling to change your game plan, but the hole is too big to overcome.

Although miracles can occur, why start in a predicament?

The adage that "it's not just how you finish, but how you start too" holds true.

According to Userpilot, 63% of customers consider the onboarding process when deciding to purchase a service or product, so onboarding is not only necessary, but crucial.

That’s where I come in. ⛑️

As an Implementation Manager (and former CSM) at Clearbit, I help B2B SaaS customers achieve first value with our solution, setting them up for long-term success.

From small start-ups to large enterprise accounts, here’s what I bring to the customer relationship:

✔️Effective cross-collaboration
✔️Trusted Advisor + Project Management
✔️Strong product knowledge (Salesforce, Marketo, HubSpot, Gainsight, to name a few.)
✔️Initiative + Resourcefulness

I have implemented over 70+ customers, amounting to over $2M in revenue.

For me, it’s not just what the product does. It’s the desired outcome the customer achieves with your product that they couldn’t achieve without it.

The point A to point B. That’s what makes my role rewarding. 💪

I’m always open to connect with folks to discuss more about product-led growth, SaaS, sales + marketing strategies, or personal development.

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