Enterprise Client Success & Key Account Relationship Management

Starting at

$

800

/wk

About this service

Summary

I help companies strengthen relationships with their high-value clients through strategic account management, proactive communication, and customer retention systems. I combine human relationship-building with AI-supported workflows to reduce churn, improve client satisfaction, and uncover growth opportunities. My approach ensures your clients feel valued, supported, and confident staying with your product or service.
I work closely with your internal team to understand client needs, product workflows, onboarding stages, and service expectations. Together, we build a scalable relationship management structure that creates trust and clarity at every touchpoint. Suitable for SaaS, fintech, agencies, education platforms, tech-enabled services, and any subscription-based business.

FAQs

  • Do you join client calls directly?

    Yes. I can represent your business in account reviews, onboarding sessions, and recurring check-ins.

  • Can you work with our existing CRM or tools?

    Absolutely, I adapt to tools like HubSpot, Salesforce, Zendesk, Intercom, Freshdesk, Notion, and more.

  • How do you measure success?

    Through reduced churn, increased client satisfaction scores, improved onboarding experiences, and clearer communication workflows.

  • Do you offer ongoing monthly support?

    Yes, ongoing account support and monitoring packages are available.

What's included

  • Key Account Relationship Management

    Dedicated oversight and support for your high-value clients to ensure satisfaction, trust, and long-term partnership continuity.

  • Client Onboarding & Engagement Framework

    A structured onboarding process that guides new clients through product adoption, expectations, and key milestones to drive early success.

  • Customer Retention & Churn Reduction Plan

    A tailored strategy that identifies risk signals, addresses client pain points, and implements proactive measures to improve retention and reduce churn.

  • Communication & Support Playbook

    A set of standardized communication templates, follow-up flows, escalation procedures, and meeting scripts to ensure consistent client engagement.

  • Account Health Reporting

    Weekly or monthly reports showing client usage trends, satisfaction indicators, potential risks, and growth opportunities to support strategic decision-making.

  • Upsell & Expansion Opportunity Mapping

    Identification of client needs and usage patterns to uncover opportunities for value-added service expansions or contract growth.

  • CRM Organization & Data Hygiene

    Cleanup and structuring of client records, notes, and account data to improve visibility, decision-making, and internal coordination.


Skills and tools

Account Manager

Customer Success Manager

Sales Manager

Asana

Asana

Golang

Golang

HubSpot

HubSpot

Salesforce

Salesforce

Industries

Customer Service
Public Relations
E-Commerce