Customer Success and Onboarding Manager
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Results-driven Customer Success and Onboarding Manager with experience managing 150+ B2B SaaS accounts across CRM, website, and digital marketing platforms. Skilled in customer onboarding, account management, retention strategy, and cross-functional collaboration. Strong background in client relationship management, process optimization, and customer lifecycle strategy, with proven success improving adoption, reducing churn, and driving account growth.
Experienced in working with global clients across the UK, Australia, New Zealand, and the United States in fast-paced SaaS and digital service environments.
ProSource Global – Customer Success and Onboarding Manager (Aug 2024 – Present)
Manage 150+ B2B SaaS customer accounts across CRM, websites, and digital marketing platforms
Lead onboarding, adoption, retention, and customer success initiatives
Build onboarding workflows, SOPs, reporting dashboards, and lifecycle automations
Conduct onboarding consultations, strategic account reviews, and customer training sessions
Collaborate with Product, Support, Design, and Development teams to improve customer experience and issue resolution
Drive upsell and expansion opportunities through proactive account management
Cyndx Networks LLC – Customer Success Associate – M&A (Jan 2024 – Aug 2024)
Managed onboarding and customer success initiatives for enterprise finance and private equity clients
Conducted customer training, demos, and onboarding sessions
Improved onboarding playbooks, customer engagement, and adoption strategies
Supported churn reduction and account growth initiatives through proactive relationship management
FactSet Philippines Inc. – Research Analyst – Mergers & Acquisitions (2022 – 2024)
Conducted financial and market research for M&A transactions
Maintained investor-grade databases and transaction records
Worked with investment banks and law firms to support research and data accuracy
Financial & Managerial Accounting
Budgeting & Forecasting
Marketing & Management
