Remote Customer Success, Account Management, or Project Management role at a SaaS company, ideally in automation, CRM, or AI. I enjoy owning client relationships end to end, from discovery to delivery and account growth, and want a team that values ownership and room to grow into leadership. Open to US hours.

Ariana Puppo
@arianapuppo
Team Lead in AI automation and CRM at WHATEVER Tech, delivering 16 implementations and generating $46K+ in expansion revenue.
What I'm looking for
I manage a portfolio of 40 AI automation and CRM accounts end to end: discovery, demos, proposals, delivery, and account growth. I’ve delivered 16 implementations on monday.com and HubSpot and generated $46K+ in expansion revenue at a ~67% close rate, with 9 of 16 upsell clients buying again.
I lead a team of five. Since we took over the accounts, average billable hours per account grew from ~20 to 80–120. I also run performance reviews, plan sprints, and handle UAT and sign-off with clients.
Before that, as an AI Automation Consultant, I built CRM solutions with dashboards, automations, and integrations (QuickBooks, Xero, JustCall, Gmail). One of them cut a client’s meeting action-item processing from three hours to two minutes.
I work daily in English with international clients and I’m finishing my BSc in Computer Science. I enjoy roles that combine client relationships with systems thinking.
Experience
Work history, roles, and key accomplishments
Team Lead | AI Automation & CRM
WHATEVER Tech
Sep 2025 - Present (1 year 2 months)
Managed a portfolio of 40 AI automation and CRM accounts, generating $46K+ in expansion revenue with a 67% close rate. Delivered 16 end-to-end implementations on monday.com and HubSpot, and led a team of 5.
AI Automation Consultant
WHATEVER Tech
Mar 2025 - Aug 2025 (5 months)
Led discovery calls to identify business needs and proposed tailored automation and CRM solutions. Built CRM solutions with dashboards, automations, and integrations, and trained clients on adoption.
Web Developer & UX/UI Designer
MÁS Soluciones
Sep 2024 - Dec 2024 (3 months)
Designed and developed the company's full website, iterating directly with stakeholders on requirements and feedback.
Education
Degrees, certifications, and relevant coursework
Universidad Peruana de Ciencias Aplicadas (UPC)
Bachelor of Science, Computer Science
2021 -
Pursuing a Bachelor of Science in Computer Science with coursework completed and thesis in progress, expected graduation in June 2027.
California Institute of the Arts
UI/UX Design Specialization, UI/UX Design
Completed the UI/UX Design Specialization via Coursera in 2023.
VMEdu
Scrum Fundamentals Certified (SFC), Scrum
Earned the Scrum Fundamentals Certified (SFC) credential in 2023.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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