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Lead retention and SaaS analytics by building metrics, dashboards, and data models to identify drivers of churn and adoption. Partner cross-functionally to measure retention initiatives, automate analyses, and deliver actionable insights that influence executive decisions and improve merchant outcomes.

The Client Onboarding Manager oversees a team to enhance client onboarding experiences, ensuring timely project execution, team performance, and client satisfaction through effective leadership and process improvements.

Manage end-to-end production, assembly, fulfillment, and shipping of sales and marketing materials. Operate shipping platforms, assemble welcome kits, monitor requests, track shipments, and maintain inventory. Coordinate cross-functionally with sales, HR, and marketing to ensure timely, accurate deliveries and replenish stock to prevent shortages.

Manage a large portfolio of strategic SaaS accounts to drive retention and adoption through scalable campaigns, identify at-risk accounts, enable upsell opportunities, collaborate cross-functionally, and optimize reporting and automation for high-volume account management.