Luis M.

SaaS Implementation | Customer Success | ERP | AI Automation

: 🚀 TOP RATED PLUS Freelancer 🚀 | 🏆 Senior SaaS Implementation | Customer Success | AI & ERP Solutions Specialist 🏆 With 16+ years of professional experience in manufacturing, operations, software implementation, and customer success, I help B2B SaaS companies successfully onboard customers, implement complex workflows, optimize business processes, and deliver exceptional customer experiences. Over the last 4+ years, I've specialized in SaaS Implementation, Customer Success, Technical Support, QA, Business Intelligence, ERP onboarding, and AI-powered workflow automation. I've worked with platforms including Agriful, Workforce, Tanda, Teambridge, and Reviewshake, supporting customers across the United States, Canada, Latin America, and the Caribbean. My experience ranges from enterprise onboarding and ERP implementations to AI document processing, integrations, reporting, customer training, and product QA. I enjoy acting as the bridge between Customers, Product, Engineering, and Sales teams, ensuring successful implementations and long-term customer adoption. 💼 Core Expertise • SaaS Customer Onboarding • Customer Success Management • Enterprise Implementations • ERP Configuration & Support • AI Workflow Automation • Business Process Analysis • Technical Support (Tier 1 & Tier 2) • QA Testing & Feature Validation • Product Training & Customer Workshops • Business Intelligence & Reporting • Data Migration & Data Cleanup • API & Integration Support • Cross-functional Project Coordination 🛠 Software & Platforms SaaS Platforms Agriful Workforce Tanda Teambridge Reviewshake Productivity Notion Slack Microsoft Teams Zoom Google Workspace Microsoft 365 Asana Monday Help Scout Data & Analytics Power BI Power Query Microsoft Excel (Advanced) SQL (Basic) Flatfile CSV & Data Migration Visual Basic (VBA) Customer Success & Product LaunchDarkly Jira Linear Intercom Zendesk 1Password Postman QA Testing Feature Flags Product Validation UAT AI & Automation ChatGPT Claude OpenAI Prompt Engineering AI Document Parsing AI-assisted Customer Support AI Workflow Design AI Data Extraction AI Quality Validation 🌎 Industries Fresh Produce Food Distribution Agriculture Restaurants Hospitality Retail Manufacturing Supply Chain Why Clients Hire Me ✅ Enterprise SaaS onboarding from kickoff to Go-Live ✅ Strong technical troubleshooting skills ✅ Excellent communication with customers and executives ✅ Fast learner capable of mastering complex software quickly ✅ Comfortable working directly with Engineering, Product, Sales, and Customer Success teams ✅ Extensive experience creating dashboards, reports, SOPs, documentation, and training materials ✅ AI enthusiast who leverages modern LLMs to improve business processes and customer experience Whether you need a Customer Success Manager, SaaS Implementation Specialist, Onboarding Consultant, Product Operations Specialist, QA Analyst, or AI Solutions Consultant, I can help your customers succeed while helping your team scale efficiently. Availability: Flexible working hours with overlap across PST, MST, CST, and EST.