Wake Forest, North Carolina, United StatesCustomer Success Manager helping entrepreneurs scale through tailored growth strategies, accountability systems, and AI-driven marketing support. Experienced in coaching 40+ clients, implementing AI sales and marketing solutions, optimizing offers, funnels, and sales processes to accelerate revenue growth and client success.
• Onboarded over 85 clients in 2 weeks into the AI Arbitrage system ...
Raleigh, North Carolina, United StatesGuaranteed Income Solutions, Roth Conversions and Long Term Care Annuities.
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Wake Forest, NC• Led the development and launch of "Popmix CRM," a white label SaaS CRM built on the High Level CRM Platform designed for Real Estate and insurance agencies integrating AI-driven marketing automation.
• Directed client onboarding, support, and enablement processes to ensure full adoption and satisfaction, achieving 90%+ renewal rates.
• Spearheaded customer education through one one one and ...