Freelancers using Salesforce in AnaheimFreelancers using Salesforce in Anaheim
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Trey Massie's avatar
Trey Massie
Los Angeles, USA
LA based AM keeping clients satisfied and coming back.
New to Contra
LA based AM keeping clients satisfied and coming back.
Cover image for Client Account Management — Keeping
Client Account Management — Keeping Every Account Informed and Every Issue Resolved This highlights my approach to account management and what it actually looks like in practice — not just the title, but the process behind it. At the start of every week, I flag anything time-sensitive first. Deadlines, pending items, anything that needs attention before I can move on. Once those are addressed, I work through the rest of my accounts systematically — using a mix of CRM notes, logged activity, and my own familiarity with each client to know where things stand. When something is unresolved, I don't go quiet. I send a short update so the client is never left wondering, and I loop in the right people internally before anything escalates. Clients shouldn't have to chase their account manager — that's not a relationship, that's a gap. My focus is on clear, proactive communication and making sure nothing slips. Especially when things get complicated — that's when staying calm and direct matters most. This reflects my ability to manage multiple accounts simultaneously without losing track of where any single one stands, and to show up as a resource clients can actually count on.
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168
Cover image for Full scope of the services
Full scope of the services I offer. If you have needs that are adjacent, but not listed and want to see if I am a good match, let's talk!
2
71
Cover image for Senior Account Manager with 4+
Senior Account Manager with 4+ years owning 350+ client relationships across a $9B portfolio at a large commercial real estate company. Demonstrated past skill in relationship management, cold outreach, client check-ins, and CRM tracking. 
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152
Cover image for Overview of what I offer
Overview of what I offer from an Account Manager perspective. What I have done and what I can offer for you.
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63
Salesforce(3)
Bryan Munoz's avatar
Bryan Munoz
Irvine, USA
Strategy & Product Development | Data Analyst
Strategy & Product Development | Data Analyst
Cover image for Non-Profit Data Management and Salesforce Integration
Non-Profit Data Management and Salesforce Integration
0
14
Cover image for Design
Design
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14
Cover image for LLM Prompt Engineering Workshop
LLM Prompt Engineering Workshop
0
17
Cover image for Strategic Visual Identities Using Narrative-Driven Design
Strategic Visual Identities Using Narrative-Driven Design
0
14
Salesforce(1)
Kendall Bird's avatar
Kendall Bird
Los Angeles, USA
I help early-stage teams with growth (ktbconsults.com)
I help early-stage teams with growth (ktbconsults.com)
Cover image for Growth Marketing Strategies for Startups
Growth Marketing Strategies for Startups
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23
Cover image for Marketing Collateral Design
Marketing Collateral Design
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9
Cover image for Case Study Creation for Brands and Startups
Case Study Creation for Brands and Startups
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19
Cover image for Budget-Friendly Website Development
Budget-Friendly Website Development
0
7
Salesforce(1)
Kylee Fredericks's avatar
Kylee Fredericks
Seal Beach, USA
✨Graphic & Web Designer for Hire✨
✨Graphic & Web Designer for Hire✨
Cover image for InventHelp Print & Digital Work
InventHelp Print & Digital Work
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4
Cover image for Grace Blu Designs
Grace Blu Designs
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12
Cover image for American Eagle Outfitters/Aerie
American Eagle Outfitters/Aerie
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7
Cover image for Dick's Sporting Goods
Dick's Sporting Goods
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5
Salesforce(1)
Ari DeSano's avatar
Ari DeSano
Los Angeles, USA
Web Designer & Developer
5.0
Rating
Web Designer & Developer
Cover image for Email Marketing Manager
Email Marketing Manager
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7
Cover image for Logos
Logos
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7
Cover image for Custom Website and Branding for Therapy Practice
Custom Website and Branding for Therapy Practice
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5
Cover image for Website Content Manager
Website Content Manager
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9
Salesforce(1)
Marisa Kiana's avatar
Marisa Kiana
Anaheim, USA
Business Management | Organized. Strategic. Reliable.
Business Management | Organized. Strategic. Reliable.
Cover image for In May 2025, I wrapped up a project for a commercial real es...
In May 2025, I wrapped up a project for a commercial real estate firm. See details below.
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35
Cover image for In May, I completed a Lead Management Overhaul for Real Esta...
In May, I completed a Lead Management Overhaul for Real Estate Firm. I implemented CRM cleanup, lead pipeline tracking, and KPI dashboards for a national real estate company. Managed and trained 4 VAs, established accountability reporting, and delivered a scalable process for daily lead sourcing.
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100
Cover image for Ongoing, Content & Launch Strategy for a Women’s Brand Desig...
Ongoing, Content & Launch Strategy for a Women’s Brand Designed a 90-day content calendar, YouTube strategy, and launch workflow for a personal development brand. Increased engagement by 42% and doubled posting consistency.
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85
Cover image for OBM System Setup for a Creative Entrepreneur Built full back...
OBM System Setup for a Creative Entrepreneur Built full backend workflow in ClickUp for a 6-figure creative coach. Created SOP library, automated task assignments, and trained 2 VAs. Reduced turnaround time by 30% and improved task completion by 50%.
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95
Salesforce(2)