08/22/2026 updated
60 % partially available
B2B SaaS Retention & Lifecycle Consultant | HubSpot, CRM & AI Automation
Madrid, Spain
Only remote
MBA — London School of Economics (2017–2018)About me
I help B2B SaaS companies stop revenue leaking out of the customer base. At Coursera I ran an $11M+ ARR portfolio across 30 accounts at 90%+ renewals and 125% NRR. I build the lifecycle machinery — onboarding, health scoring, renewal playbooks — and automate the repetitive parts with AI.
AI AgentsMicrosoft Power BISalesforce TableauHubspot
Customer Lifecycle & Retention Management
Deep expertise in customer lifecycle design, onboarding and time-to-value, product adoption, health scoring, churn early warning, renewal management, and net revenue retention — applied across strategic B2B SaaS accounts with 90%+ renewal rates and 125% net revenue retention.
CRM & Automation (HubSpot, Salesforce, Gainsight)
Hands-on operation of HubSpot, Salesforce (reports and dashboards), Gainsight, Tableau and Power BI to design lifecycle logic, triggers and messaging, and to build customer health and churn early-warning dashboards that drive proactive intervention.
AI-Driven Workflow Automation
Design and operation of coordinated AI agent workflows using Claude, Make and Apollo — covering outreach, lead enrichment, account health monitoring, daily reporting, pipeline ops and content scouting, with human review at each send step.
Strategic & Enterprise Account Management
Management of large strategic account portfolios (up to $11M+ ARR across 30 accounts) for global clients such as Volkswagen Group, Novartis, HSBC and BBVA, including executive business reviews with C-suite and VP sponsors.
Executive Communication & Contract Negotiation
Delivery of QBR/EBR presentations, complex multi-year negotiations, escalation management and cross-functional leadership across Product, Engineering, Sales and Support.
Digital Transformation & Adoption Programmes
Design and delivery of digital transformation and adoption programmes across EMEA, LATAM and Africa, including change management playbooks and cross-functional delivery with Sales, Services and Support.
B2B Go-to-Market & Outreach Sequencing
Development of full go-to-market programmes for revenue leaders and founders, including outreach sequencing and direct engagement with founders, CROs and VPs of Sales.
Diagnostic Frameworks & Playbook Development
Creation of diagnostic frameworks, playbooks and documentation in Spanish and English for B2B SaaS clients, covering account signals, trigger points and messaging strategies.
Enterprise Sales & Partnership Management
Experience in complex deal cycles, multi-year negotiations and strategic partnerships across financial services, publishing and media, with global clients including HSBC and Barclays.
Deep expertise in customer lifecycle design, onboarding and time-to-value, product adoption, health scoring, churn early warning, renewal management, and net revenue retention — applied across strategic B2B SaaS accounts with 90%+ renewal rates and 125% net revenue retention.
CRM & Automation (HubSpot, Salesforce, Gainsight)
Hands-on operation of HubSpot, Salesforce (reports and dashboards), Gainsight, Tableau and Power BI to design lifecycle logic, triggers and messaging, and to build customer health and churn early-warning dashboards that drive proactive intervention.
AI-Driven Workflow Automation
Design and operation of coordinated AI agent workflows using Claude, Make and Apollo — covering outreach, lead enrichment, account health monitoring, daily reporting, pipeline ops and content scouting, with human review at each send step.
Strategic & Enterprise Account Management
Management of large strategic account portfolios (up to $11M+ ARR across 30 accounts) for global clients such as Volkswagen Group, Novartis, HSBC and BBVA, including executive business reviews with C-suite and VP sponsors.
Executive Communication & Contract Negotiation
Delivery of QBR/EBR presentations, complex multi-year negotiations, escalation management and cross-functional leadership across Product, Engineering, Sales and Support.
Digital Transformation & Adoption Programmes
Design and delivery of digital transformation and adoption programmes across EMEA, LATAM and Africa, including change management playbooks and cross-functional delivery with Sales, Services and Support.
B2B Go-to-Market & Outreach Sequencing
Development of full go-to-market programmes for revenue leaders and founders, including outreach sequencing and direct engagement with founders, CROs and VPs of Sales.
Diagnostic Frameworks & Playbook Development
Creation of diagnostic frameworks, playbooks and documentation in Spanish and English for B2B SaaS clients, covering account signals, trigger points and messaging strategies.
Enterprise Sales & Partnership Management
Experience in complex deal cycles, multi-year negotiations and strategic partnerships across financial services, publishing and media, with global clients including HSBC and Barclays.
Experience
Professional experience10+ years
Freelancer since2025
Languages
EnglishNative speakerFrenchGoodSpanishNative speaker
Project history
Created an AI-assisted Renewal Desk that monitors account health and drafts renewal communications for human review. Lifecycle design for B2B SaaS clients covering account signals, trigger points and messaging. Account management and Customer Success delivered on a fractional, project-based footing. Location: Madrid / remote.
The problem: in most B2B SaaS companies the renewal gets worked late. Nobody looks at the account until four weeks before the contract date, and by then the conversation is already behind.
What I built: an AI-assisted Renewal Desk. A set of agents watches the signals on each account — product usage, sentiment, contract dates — and drafts the renewal and expansion communications with the context already in them. I review and send; the AI never writes to a customer without a human approving it.
Why it works: it comes from having run renewals for real. At Coursera I managed $11M+ ARR across 30 strategic accounts (Volkswagen Group, Novartis, HSBC, BBVA) at 90%+ renewals and 125% net revenue retention. The Renewal Desk automates the part that eats hours — watching signals and preparing drafts — and leaves the judgement where it belongs.
Stack: HubSpot and Salesforce as system of record, Gainsight for health, Tableau and Power BI for dashboards, Claude and Make for the agent layer. Suits B2B SaaS companies with a renewal book but no Customer Success function that scales yet. Fractional 2-3 days a week, or a fixed-scope build.
Designed and run an operating system of 7 coordinated AI agent workflows covering marketing, outreach, lead enrichment, account health monitoring, daily reporting, pipeline ops and content scouting. Automation stack built on Claude, Make and Apollo. B2B performance programme for revenue leaders and founders with full go-to-market, outreach sequencing and direct engagement with founders, CROs and VPs of Sales. Diagnostic frameworks, playbooks and documentation in Spanish and English. Location: Madrid.