Renz Ryan P.

Customer Success | Onboarding | Digital Marketing |Zoho CRM Expert

When your clients churn, your onboarding stalls, or your CRM is held together with workarounds — those are the problems I've spent 18 years fixing. I work with SaaS companies, fintech platforms, and growing businesses that need someone who can own the full client lifecycle. Onboarding, CRM setup, workflow automation, technical support, retention, renewals, and everything in between. Not as a generalist — as someone who has done all of it deeply, across real companies, for nearly two decades. At Bluroot, I onboard mortgage brokers and financial advisors onto a Zoho CRM-powered platform. I configure integrations, build workflow automations, set up triggers and scheduled actions, and stay with each client until the system actually fits their business. I don't hand over a manual and disappear. I stay until adoption is real. Before that, I spent five years as a Technical Support Analyst and Team Supervisor for Microsoft OneDrive and Office 365 at the enterprise level. I managed escalations, led root cause analysis, wrote KPI reports tracking CSAT and NPS, and implemented process changes that cut resolution time by 20 percent. I know what a broken support system looks like from the inside and I know how to fix it. At Manulife and John Hancock, I managed 150 or more corporate 401(k) plans for US-based clients inside a strict compliance environment. That trained me to handle high-stakes client relationships and sensitive conversations with precision that most customer success roles never require. I've also built and managed communities from scratch for three Web3 projects across Discord, Telegram, Twitter, and Reddit — handling pre-launch campaigns, live minting events, AMA moderation, and post-launch retention. I know how to build trust at scale. What you get when you work with me: clear communication, thorough documentation, consistent follow-through, and someone who treats your clients like they are my own. I've supported clients across six continents. Time zones are not a problem. Accountability is non-negotiable. Quick Facts 18+ years across customer success, technical support, CRM administration, and onboarding Zoho One: CRM, Workflows, WES, BluText, Bookings, Forms, Campaigns, Social Microsoft Office 365 and OneDrive at enterprise level — 5 years Lead generation, outbound prospecting, and appointment setting — B2B and B2C Community management across Web3, SaaS, and brand communities 150+ corporate 401(k) plans managed at Manulife and John Hancock 20% improvement in ticket resolution efficiency — documented result Global client base across six continents and multiple time zones Team supervisor: scheduling, escalations, performance reviews, training Upwork Top Rated | 100% Job Success Rate Certifications: Claude AI , Google Digital Marketing & E-Commerce