Client-focused professional with 5+ years of experience managing, supporting, and
growing a portfolio of 70+ active clients in financial services. Skilled in onboarding,
account management, client retention, escalation handling, and relationshipbuilding. Experienced in team recruitment, digital outreach, and process
optimization using tools such as Calendly, Zoom, CRM platforms, social media, and
paid ads. Adept at B2B engagements, professional presentations, and delivering
measurable outcomes. Seeking a Customer Success Manager, Account Manager,
or Client Success Consultant role in SaaS, fintech, or corporate services, ideally
remote or hybrid
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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