Janelle E.
EXPERIENCED CSM | Healthcare, SaaS & Client Retention Expert
Looking for a Customer Success Manager who understands clients, processes, and results—not just theory? With 5+ years of hands-on experience in customer success, account management, and healthcare operations, I help businesses retain clients, streamline workflows, and deliver an exceptional customer experience from onboarding to long-term retention. ✅ Why clients choose me: 💼 Client-Focused & Process-Driven 📈 Retention, Satisfaction & Growth-Oriented 🔒 HIPAA-Compliant & Data-Secure 🌎 Reliable Communication Across Time Zones ⭐ What I bring to your business ⭐ 🔥 End-to-End Customer Success Management I manage the full customer lifecycle—from onboarding, training, and support to renewals and retention—ensuring clients feel supported, confident, and valued at every stage. 🤝 Strong Relationship Builder I build long-term client relationships through trust, proactive communication, and consistent follow-ups. Clients know they can rely on me as a partner, not just a support resource. 📊 Account Health & Retention Strategy I monitor account performance, identify risks early, and take action to reduce churn and improve customer lifetime value—especially in healthcare and service-driven environments. 🏥 Healthcare & Compliance Expertise With extensive experience in EMR/EHR systems, medical records, referrals, and HIPAA compliance, I confidently support healthcare providers and health-tech companies. 🧭 Process Improvement & Documentation I create and improve SOPs, workflows, templates, and training materials to ensure consistency, scalability, and efficiency across teams. 🛠️ Skills & Tools Customer Success & Account Management Client Onboarding & Training CRM & Data Management (Zoho, Monday) EMR/EHR Systems (Athena EMR) Email, Chat & Phone Support (RingCentral) Reporting, Documentation & Compliance Google Workspace & Microsoft 365 Slack, Canva, CapCut, Social Platforms 💡 My Mission To help your clients feel supported, heard, and confident, while helping your business grow through retention, efficiency, and outstanding customer experience. 📩 Let’s work together to build long-term customer success.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $3.9k
Billed in all: $15,215$15k
$2k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 9% in Creative Writing
Ranked by MRR among everyone on Upwork with the skill.
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