Yukeemee A.

Client Success Manager with 6+ years of experience across SaaS, a previous company, e-learning, mentorship programs, financial services, and operations. Background centers on customer success, onboarding, client retention, account management, and operational process improvement, with experience supporting clients across the U.S., Canada, and the UK. Most recently, worked as a Client Success Manager at BW, managing a portfolio of 70+ B2B client accounts while maintaining approximately 90% client retention through proactive lifecycle management and customer engagement. Led client onboarding, handled escalations, coordinated with internal teams and remote staff, identified upsell opportunities, and developed SOPs and onboarding frameworks to improve operational efficiency. Previously, served as an Operations Associate (Client Success & Program Manager) at WC, where she managed the full customer lifecycle for a mentorship program with over 180 active clients. Partnered directly with the founder to improve customer experience, built executive dashboards, developed onboarding and accountability systems, and helped grow the community from 47 to over 200 members through structured engagement and retention initiatives. Earlier in career, worked at AP, first as a Financial Advisor before being promoted into a leadership role managing operations for a team of 30+ financial advisors, focusing on coaching, KPI tracking, performance management, and operational support.

• •Brought 6+ years of experience across client success, operations, and program management.
• •Managed a portfolio of 70+ B2B clients while maintaining approximately 90% client retention.
• •Reduced client churn by 8% through proactive customer health monitoring and targeted retention strategies.
• •Maintained a 2-hour SLA for client responsiveness, ensuring timely communication and issue resolution.
• •Led onboarding initiatives for both clients and remote staff, improving onboarding efficiency and time-to-productivity.
• •Built SOPs, onboarding frameworks, accountability systems, and workflow processes that improved operational consistency.
• •Scaled a mentorship community from 47 to over 200 members through structured onboarding and engagement programs.
• •Partnered directly with founders and leadership teams to improve customer experience, operational workflows, and account growth.

At BW, reduced client churn by 8% through early risk detection and targeted retention strategies across a 70+ account portfolio with ~90% retention. At WC, scaled the community from 47 to 200+ members-a 300% growth rate-in under 12 months through structured onboarding and engagement systems. At AP, led a team of 30+ advisors and built the KPI and performance frameworks that drove consistent year-over-year revenue growth, resulting in internal promotions and team expansion.

• •Client Success Management
• •Customer Success
• •Customer Retention
• •Customer Lifecycle Management
• •Account Management (B2B)
• •Client Onboarding
• •Customer Health Monitoring
• •Churn Reduction
• •Upselling & Account Expansion
• •Program Management
• •Operations Management
• •SOP Development
• •Process Improvement
• •KPI Reporting
• •Cross-functional Collaboration
• •HubSpot
• •GoHighLevel
• •Zoho CRM
• •Xero
• •ClickUp
• •Mighty Networks
• •Google Workspace
• •Microsoft Office (Excel, Word, PowerPoint)
• •LinkedIn
• •Canva

Brings hands-on experience across Customer Success Management, Customer Retention and Churn Reduction, Customer Lifecycle Management, Onboarding and Product Adoption, Account Management (B2B) and Upsell and Expansion Strategy. Also works across:

• •Customer Health Scoring
• •KPI Tracking and Reporting
• •Cross-functional Collaboration
• •Process Optimization and SOP Development
• •HubSpot
• •GoHighLevel
• •Xero
• •ClickUp
• •Mighty Networks
• •Google Workspace
• •Microsoft Excel
• •Microsoft Word
• •Microsoft PowerPoint
• •Zoho CRM
• •Canva
• •Executive Dashboard Building
• •Sales Operations
• •Performance Management
• •Financial Planning
• •Team Leadership and Coaching