08/09/2026 updated
100 % available
B2B SaaS Growth & Automation Consultant | Lifecycle & Adoption Strategist
Cardiff, United Kingdom
Only remote
MSc in Aviation Engineering & ManagementAbout me
B2B SaaS Growth & Lifecycle Strategist specializing in automated adoption, onboarding, & feature activation. I design & build scalable HubSpot & Intercom automation architectures, behavioral triggers, & 80/20 tracking systems. Experienced in cross-functional delivery & team handovers.
Artificial IntelligencePython (Programming Language)
Automation & Lifecycle Systems
Expertise in designing automated adoption architectures using HubSpot Workflows & Sequences, Intercom Custom Bots & Messages, Behavioral Trigger Architecture, and Lifecycle Stage Mapping to drive feature adoption and reduce churn.
Segmentation & Data Strategy
Proficiency in Customer Metadata Structuring, Activation & Signal Tracking, Event-Based Triggers, and 80/20 Measurement Frameworks to build data-informed segmentation systems.
Customer Success & Product-Led Growth (PLG)
Strong background in Onboarding Nurture Design, Re-engagement & Feature Activation Sequences, Churn Prevention, and Chapter-Style Vendor Enablement to accelerate time-to-value and boost long-term retention.
Cross-Functional Delivery & Enablement
Skilled in Enablement & Handover Documentation, Team Workshops, Product-Marketing Alignment, and Process Optimization, partnering with Product, Success, and Marketing teams.
HubSpot & Intercom Integration
Hands-on experience aligning HubSpot and Intercom engines with activation metadata to drive feature adoption and support multi-step customer nurture flows.
Data-Informed Reporting & Dashboards
Experience building lightweight 80/20 reporting dashboards using Power BI and structured tracking systems to measure conversion and performance metrics.
Technical Documentation & Playbooks
Creation of structured technical documentation, workflow diagrams, and best-practice playbooks to enable non-technical teams to own, operate, and iterate systems independently.
B2B/B2C Campaign Execution & Nurture
Execution of structured B2C/B2B outreach campaigns based on stakeholder sub-segments, driving expansion in active client bases and accelerating product adoption.
Expertise in designing automated adoption architectures using HubSpot Workflows & Sequences, Intercom Custom Bots & Messages, Behavioral Trigger Architecture, and Lifecycle Stage Mapping to drive feature adoption and reduce churn.
Segmentation & Data Strategy
Proficiency in Customer Metadata Structuring, Activation & Signal Tracking, Event-Based Triggers, and 80/20 Measurement Frameworks to build data-informed segmentation systems.
Customer Success & Product-Led Growth (PLG)
Strong background in Onboarding Nurture Design, Re-engagement & Feature Activation Sequences, Churn Prevention, and Chapter-Style Vendor Enablement to accelerate time-to-value and boost long-term retention.
Cross-Functional Delivery & Enablement
Skilled in Enablement & Handover Documentation, Team Workshops, Product-Marketing Alignment, and Process Optimization, partnering with Product, Success, and Marketing teams.
HubSpot & Intercom Integration
Hands-on experience aligning HubSpot and Intercom engines with activation metadata to drive feature adoption and support multi-step customer nurture flows.
Data-Informed Reporting & Dashboards
Experience building lightweight 80/20 reporting dashboards using Power BI and structured tracking systems to measure conversion and performance metrics.
Technical Documentation & Playbooks
Creation of structured technical documentation, workflow diagrams, and best-practice playbooks to enable non-technical teams to own, operate, and iterate systems independently.
B2B/B2C Campaign Execution & Nurture
Execution of structured B2C/B2B outreach campaigns based on stakeholder sub-segments, driving expansion in active client bases and accelerating product adoption.
Experience
Professional experience0 - 5 years
Freelancer since2023
Languages
EnglishNative speaker
Project history
Engineered end-to-end customer onboarding and re-engagement workflows for an AI-led SaaS platform. Developed multi-stage vendor onboarding nurture flows focused on accelerating time-to-value and driving adoption of key revenue-generating features. Implemented automated re-engagement triggers using behavioral and usage data. Created structured technical documentation, workflow diagrams, and best-practice playbooks to enable non-technical teams to own, operate, and iterate systems independently.
Partnered with Product, Operations, and Business teams to identify operational friction points and implement streamlined digital workflows. Facilitated cross-departmental workshops to establish clear execution frameworks, delivering training and operational playbooks that resulted in a 20% growth impact. Built lightweight 80/20 reporting dashboards using Power BI and structured tracking systems to measure conversion and performance metrics.
Executed structured B2C/B2B outreach campaigns based on stakeholder sub-segments, driving a 40% expansion in the active client base. Translated complex technological capabilities into clear, consultative messaging and user onboarding materials that accelerated product adoption.