Client Success Growth

Delivering measurable growth through automation, retention, and strategic partnerships

Automation Framework

Streamlined workflows with platforms like Zapier, HubSpot, and EPIC to reduce manual tasks and enhance client engagement.

AI Tools

Leveraged AI-driven insights to strengthen partnerships, measure ROI, and identify upsell opportunities.

Retention Strategies

Developed scalable playbooks to maintain 90%+ retention rates and deliver consistent client satisfaction.

Enterprise Partnerships

Built long-term relationships with executive stakeholders to align programs with financial and operational goals.

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Client Success Frameworks

Growth & Retention Strategies

Developing scalable playbooks that boost retention above 90% and drive expansion opportunities across SaaS and enterprise clients.

Measurable ROI & Efficiency

Implementing automation and AI workflows that cut manual tasks, improve CSAT, and deliver tangible ROI to clients and stakeholders.

Client Success Strategies Powered by AI, Automation, and Scalable Playbooks

Professional Experience

With over 20 years leading customer success, SaaS adoption, and operations in diverse industries, I specialize in building scalable frameworks that drive measurable results. My career blends deep experience in insurance, technology, and client services with a founder’s mindset — delivering retention rates of 90%+, operational efficiency gains, and long-term customer loyalty.

Key Areas of Expertise Includes:

• Customer Success Leadership: Designing and executing playbooks that strengthen retention, upsells, and client trust.

• SaaS & Digital Transformation: Implementing automation and data-driven insights to streamline onboarding, renewals, and client engagement.

• Strategic Account Management: Partnering with enterprise stakeholders across legal, finance, and operations to align programs with business goals.

• Operations & Compliance: Ensuring scalable processes that meet HIPAA and regulatory requirements while improving efficiency.

• Team Development & Coaching: Leading and mentoring cross-functional and international teams, building high-performing cultures focused on client outcomes

Explore my full career history by requesting my resume

Client Success in Action

Empowering Growth Through Strategic Operations and Automation.

Measured Client Success Results

I deliver measurable outcomes that strengthen retention, accelerate growth, and ensure long-term client value through scalable playbooks and data-driven strategies.

Strategic Client Success Leadership

I lead with transparency, proactive communication, and a client-first philosophy, ensuring teams are aligned and clients feel supported at every stage of their journey.

Retention & Results → Achieved 90%+ client retention and consistently drove renewal success, even in highly competitive markets.

Client Growth → Identified upsell and cross-sell opportunities through QNRs and proactive engagement, aligning coverage with revenue growth.

ROI & Value → Demonstrated measurable ROI by tying client investments to risk reduction, cash flow stability, and long-term business value.

Consistency & Trust → Leveraged platforms like HubSpot, EPIC, Zendesk, and Zapier to automate engagement, track client health, and ensure transparent communication.

Vision & Strategy → Built long-term client success roadmaps, aligning retention, growth, and operational goals with enterprise.

Executive Alignment → Partnered with C-suite and key stakeholders across finance, legal, and operations to ensure scalable adoption and measurable outcomes.

Change Leadership → Led digital transformation initiatives, driving SaaS adoption, process standardization, and automation to accelerate efficiency.

Team Empowerment → Developed and coached high performing teams, cultivating a client-first culture and driving scalable outcomes.

“Angela set a high bar for client success at AML Insurance Services, driving retention above 90% with automation and data-driven strategies. She mentored teams with a hands-on approach, turning complex processes into clear, actionable steps that built adoption, loyalty, and long-term success. Angela is a leader who elevates both clients and teams.”

Ike M. , Former Team Member

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