Andrew M.
Customer Success Expert & Partnership Catalyst | AI, SaaS, Fintech
I help US (and international) SaaS and service businesses keep their best clients, rescue accounts at risk, and turn Customer Success into a growth lever. I am a Customer Success and Partnerships leader with 13+ years of experience across SaaS, AI, and FinTech, working with clients across North America, APAC, and EMEA. I specialise in onboarding systems, retention strategy, and scalable client operations that accelerate time-to-value and protect recurring revenue. I currently lead Client Success and operations at Reimeter, an AI-driven real estate automation platform serving U.S. investors. I own the full client lifecycle, build CS systems from the ground up, and run complex, compliant multi-tool launches across AI agents, data platforms, Twilio, CRMs, and calendars. Previously, I managed high-value client relationships at a U.S.-based tax strategy firm, guiding business owners and high-net-worth clients through complex, multi-stakeholder engagements with clarity and confidence. How I can help you: > Design onboarding and activation flows that reduce churn fast > Own or stabilise your client lifecycle during growth or transition > Build CS playbooks, SOPs, dashboards, and KPI frameworks > Act as a senior or fractional CS leader without the full-time cost > Lead client calls, workshops, and strategy sessions with executive presence > Turn messy client operations into calm, repeatable systems Recent wins: Reduced churn by 21 percent in a mature SaaS environment Increased partner revenue by 34 percent after taking ownership Expanded partner ecosystem by 52 percent in under 12 months Grew international partnerships by 62 percent across the U.S. and Canada Built and scaled a full Customer Success operating system for an AI SaaS platform If you want a calm, decisive operator who can improve retention, clean up client chaos, and build systems that scale, let’s talk.
Earnings and projects
Last 6 months ÷ 6 months active (since May 2026)
Last 6 months: $4.7k
Billed in all: $4,965$5k
$4.7k in the last 6 months
Across 2 contracts
Earnings, last 30 days
Skill rankings: Top 15% in Relationship Management
Ranked by MRR among everyone on Upwork with the skill.
- #42Customer Experience Management Software165 freelancers · 🇿🇦 #1Top 25%🇿🇦#1 of 2
- #77Partnership Development346 freelancers · 🇿🇦 #2Top 22%🇿🇦#2 of 3
- #89Partnership & Collaborations Outreach520 freelancers · 🇿🇦 #1Top 17%🇿🇦#1 of 6
- #134Relationship Management870 freelancers · 🇿🇦 #3Top 15%🇿🇦#3 of 14
- #140Customer Acquisition639 freelancers · 🇿🇦 #4Top 22%🇿🇦#4 of 8
- #306Customer Onboarding1,245 freelancers · 🇿🇦 #10Top 25%🇿🇦#10 of 30
- #340Technical Project Management1,684 freelancers · 🇿🇦 #2Top 20%🇿🇦#2 of 13
- #516Community Management2,973 freelancers · 🇿🇦 #5Top 17%🇿🇦#5 of 37