Danielle M.

I'm a Fractional Client Success & Operations Consultant with 15+ years of experience helping agencies, SaaS companies, and startups build scalable client success operations, improve delivery, and strengthen client relationships. I've managed multimillion-dollar enterprise client portfolios, led global client services teams, and designed operational processes that increase efficiency, improve retention, and support sustainable growth. My background spans digital marketing agencies, technology, and AI-driven organizations, giving me a unique perspective on balancing exceptional client experiences with operational excellence. I can help you with: Client Success strategy and leadership Customer onboarding and implementation Agency operations and delivery optimization Process improvement and SOP creation ClickUp setup and workflow optimization Project and program management Team leadership, coaching, and resource planning AI workflow integration (ChatGPT, Microsoft Copilot, Fathom) Executive stakeholder management Client retention, account growth, and operational scaling Throughout my career I've partnered with enterprise brands including Disney, SiriusXM, Aramark, CDW, Universal Music Group, and TJX, while also helping growing startups build the operational foundations needed to scale. Clients appreciate that I don't just manage projects—I identify bottlenecks, create practical solutions, and build processes that continue delivering value long after the project is complete. If you're looking for a strategic partner who can improve client delivery, streamline operations, and help your business scale, I'd love to connect.