CRM · BI · Automation
Not just running — Customer Success — Engineering it!
CRM architecture, BI dashboards, and AI workflows for sales, success, ops, product, and delivery teams.
About
- +90%
- retention across low-touch, hybrid, and high-touch onboarding models
- 90–95%
- fewer critical defects from manual repetitive work once a QA framework is in place
- Under 5%
- churn on user base migrations
- >60%
- less time spent on recurring manual admin work
- 90–110%
- of team sales target, hit consistently with a structured sales motion
Summary
- Based in
- El Salvador
- Time zones
- All Americas; open to UK/EU hours
- Languages
- English (C2), Spanish (native)
Customer Success operations built to scale: CRM architecture, BI dashboards, and automation that turn reactive support into forecastable growth.
Proven across B2B SaaS, GovTech, fintech, e-commerce, and software outsourcing — wherever the post-sale operation needed someone to actually make it run.
The focus: where customer success meets data and automation — CRM architecture, BI dashboards, workflow automation, and LLM-powered internal tooling.
Systems come first — playbooks, health scoring, reporting — then the results: lower churn, faster time to value, bigger accounts.
Projects
Systems I've built, and what they changed.
Quote & Cost Engine
A quoting suite that turned custom-product pricing from guesswork into live numbers.
Read the case studyOrder Management System
A RevOps app that reads sales notes with AI and reports per-deal economics.
Read the case studyOnboarding & retention at scale
100+ onboardings, documented playbooks, and a migration that kept the customers.
Read the case studyQA framework from zero
The company's first QA function, built from nothing.
Read the case studyAI Second Brain
coming soonAn AI layer that preps the meetings and writes the first drafts.
How I Can Help
Three ways I can help, from a clean setup to a full custom build.
System Foundation
Stand up your CRM, PM tool, and comms from zero — clean, integrated, documented.
- CRM, PM tool, and communication setup from scratch
- Basic integrations
- CRM cleanup
- Basic documentation
Advanced workflows & migrations
Advanced automation, CRM/tool migrations, and specialized SOPs per area.
- Advanced workflows
- CRM migrations
- Tool migrations
- Specialized documentation
- SOPs per area
Custom Engineering
Turnkey builds delivered end-to-end by one team — no knowledge-transfer gaps.
- UX/UI design
- Marketing
- Custom development + electronic invoicing
- Product management + AI layer
- Coming soon: AI on top of advanced workflows
★ Core expertise.
Contact
Tell me a bit about what you need and I'll reply soon.
What happens next
I read every message myself and usually reply within two business days, with a straight answer on whether I'm the right fit.