Open to opportunities

andrew Cappannelli

@andrewcappannelli

Message

I am a client-focused implementation specialist reducing churn and driving CRM adoption.

United States

Message

What I'm looking for

I'm seeking a client-facing onboarding or implementation leadership role at a SaaS or digital services company to reduce churn, optimize CRM workflows, lead cross-functional teams, and scale onboarding processes.

I am a client-focused Implementation Specialist and Onboarding Manager with over seven years guiding B2B clients through structured onboarding, implementation, and post-sale retention.

I have led onboarding and success delivery for 150+ clients, reduced churn by approximately 30% year‑over‑year, shortened client ramp-up time by about 25%, cut average implementation cycles from 10 days to 7, and improved NPS and client LTV through standardized workflows and CRM automations.

I partner with cross-functional teams to translate client needs into scalable processes, am proficient in Salesforce, HubSpot, Asana, ClickUp, and Intercom, and hold CAPM certification (in progress)—ready to lead onboarding strategy and deliver reliable go‑live outcomes.

Experience

Work history, roles, and key accomplishments

Current

Sales Director / Implementation Lead

Current

Evolve Digital Marketing

Jan 2016 - Present (9 years 7 months)

Spearhead onboarding and success delivery for 150+ B2B clients, reducing churn by ~30% YoY and shortening client ramp-up time by 25% through CRM workflows and automation. Standardized onboarding cut implementation cycle from 10 to 7 days and increased NPS ~15%, growing average client LTV 18%.

Salesforce HubSpot Asana ClickUp Intercom CRM Onboarding NPS

Account Executive

Truly Nolen

Jan 2019 - Jan 2021 (2 years)

Managed full client lifecycle and generated over $500K in service contracts in a single year, driving upsells that increased service scope ~20%. Delivered customer education and onboarding achieving 95% satisfaction within the first 30 days.