I’m looking for a role where I can improve onboarding and product adoption through process design, CRM workflow optimization, and workflow automation, helping Customer Success and Operations teams scale while helping customers achieve value quickly.
Chinenye Obi
@chinenyeobi
Customer Success and Operations professional improving SaaS onboarding, speeding time-to-value, and building scalable, automated workflows.
What I'm looking for
I help SaaS companies onboard customers faster, increase product adoption, and build scalable Customer Success operations. I focus on smoother customer journeys by improving onboarding experiences, streamlining operational processes, optimizing CRM workflows, and automating repetitive tasks that keep teams aligned.
I’ve supported customers through high-volume, multi-channel support while maintaining accurate onboarding and issue history in tools like Zendesk and HubSpot. I’ve also led process mapping (AS-IS/TO-BE), owned UAT, coordinated cross-functional projects, and built SOPs, user guides, and training resources—supporting initiatives that improved retention (20%) and reduced turnaround times by automating approval workflows with Microsoft Power Platform.
Experience
Work history, roles, and key accomplishments
Customer Support / Guided Onboarding
Freelance
Jan 2024 - Jan 2026 (2 years)
• Led onboarding support for new customers, guiding users through platform setup, portal navigation, product features, and self-service resources to support successful adoption.
• Delivered accurate, empathetic customer support via phone, email, and chat while managing a high volume of inquiries and technical issues.
• Maintained detailed customer records, onboarding activities, issue histories, a
Partnered with business and finance stakeholders to improve processes, support automation initiatives, and drive operational efficiency.
• Led AS-IS and TO-BE process mapping to identify improvement opportunities and reduce manual effort across finance operations.
• Facilitated requirements-gathering workshops, translating business needs into clear functional requirements for technical teams.
• O
Coordinated project delivery across cross-functional teams, improving visibility, accountability, and operational efficiency.
• Managed project plans, timelines, dependencies, and deliverables to support on-time project execution.
• Implemented structured workflows in Trello and Asana, improving project visibility and team coordination.
• Facilitated communication between business, design, and te
Supported project planning, research, and operational coordination across multiple business initiatives.
• Conducted market and competitor research to support business growth and strategic decision-making.
• Coordinated tasks, timelines, and stakeholder communication across departments.
• Tracked project progress and ensured alignment on key deliverables.
• Assisted with process documentation and
Delivered customer support while improving operational efficiency through automation, documentation, and process improvements.
• Provided multi-channel customer support across email, chat, and CRM platforms.
• Automated repetitive support workflows using Zapier and CRM integrations to improve response efficiency.
• Developed and maintained knowledge base resources that improved self-service adopt
Supported business growth through lead generation, relationship management, and process optimization.
• Identified and qualified prospective clients through targeted outreach and research.
• Managed client relationships and follow-up activities throughout the sales process.
• Improved lead management workflows to support pipeline visibility and sales efficiency.
• Collaborated with stakeholders t
Provided operational and administrative support that improved efficiency, organization, and business continuity.
Delivered customer-focused service while maintaining strong relationships and service standards.
Facilitated Agile delivery practices and supported high-performing cross-functional teams.
• Facilitated Scrum ceremonies including sprint planning, daily standups, sprint reviews, and retrospectives.
• Supported backlog refinement and prioritization with Product Owners and stakeholders.
• Removed delivery blockers and facilitated collaboration across teams.
• Promoted continuous improvement thro
Provided executive and administrative support to ensure smooth day-to-day business operations.
Education
Degrees, certifications, and relevant coursework
Madonna University
Bachelor of Science, Accountancy
Earned a Bachelor of Science in Accountancy from Madonna University.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
Interested in hiring Chinenye?
You can contact Chinenye and 90k+ other talented remote workers on Himalayas.
Message ChinenyeGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
