Jay F.

Key Skills

Software

Don't disclose

Top Subject Matter

Customer success and revenue operations (SaaS lifecycle management)

AI enablement

workflow optimization

Top Data Types

Text

Document

Top Task Types

Prompt + Response Writing (SFT)

Text Generation

Tracking

Freelancer Overview

Head of Customer Success & Revenue Operations - Relotz. Brings 22+ years of professional experience across complex professional workflows, research, and quality-focused execution. Core strengths include Don't disclose and NotebookLM. Education includes Bachelor of Science, N/A (2025) and Professional Certificate, CompTIA. AI-training focus includes data types such as Text and labeling workflows including Prompt + Response Writing (SFT), Text Generation, and Tracking.

Labeling Experience

Regional Client Success and Operations Manager - Bridge Properties Management

Tracking

Led multi-region client success and operations work for a SaaS-enabled real estate portfolio, focusing on AI enablement, technology adoption, and operational recovery. Designed and deployed workflow architectures, SOP frameworks, and onboarding programs to improve execution consistency and reduce escalations across high-risk environments. Partnered with executives and cross-functional stakeholders to drive change management, compliance support, and data-driven performance improvements. • Led AI enablement and workflow architecture efforts across a 150+ account SaaS-enabled portfolio • Managed stabilization across 600–1,000 high-risk customer accounts across four multifamily communities • Delivered executive MBR/QBR reviews using KPI reporting and AI-assisted operational insights • Trained teams on prompt engineering, knowledge management, and AI-assisted operational processes

2023 - 2025

Regional Client Success & Operations Manager - Bridge Properties Mgmt.

TextText Generation

Drove AI enablement and adoption initiatives by training teams on prompt engineering and NotebookLM knowledge management systems to standardize AI-assisted operational processes. Designed and deployed workflow architectures and SOP frameworks that included AI-assisted operational standards and process documentation for consistent execution. Enabled executive decision-making through AI-assisted insights delivered in MBR/QBR reviews using KPI reporting and operational metrics. • Trained portfolio teams on prompt engineering and NotebookLM knowledge management systems. • Implemented AI-assisted operational processes within workflow optimization and SOP delivery. • Delivered executive MBR/QBR reviews using KPI dashboards and AI-assisted insights. • Strengthened stakeholder enablement and change management for generative AI integration.

2023 - 2025

Head of Customer Success and Revenue Operations - Relotz

Tracking

Served as Head of Customer Success and Revenue Operations for a SaaS startup, building customer success infrastructure and revenue operations systems to support scalable growth. Led and mentored customer success teams while implementing churn reduction, retention, and expansion strategies tied to lifecycle management. Developed onboarding playbooks, KPI reporting frameworks, and cross-functional workflows to strengthen product adoption and executive decision-making. • Built foundational revenue operations and customer success infrastructure, including lifecycle and onboarding workflows • Managed end-to-end customer lifecycle management from onboarding through renewal to improve retention and adoption • Created SOP frameworks and AI-assisted workflow standards, and trained managers on prompt engineering and account planning • Partnered with sales, marketing, and product leadership to translate customer insights into product and go-to-market improvements

2020 - 2023

Head of Customer Success & Revenue Operations - Relotz

Don't discloseTextPrompt + Response Writing (SFT)

Led AI-assisted operational standards by training teams on prompt engineering and AI-assisted account planning methodologies within customer success and revenue operations workflows. Implemented structured onboarding playbooks and SOP frameworks that incorporated AI-assisted workflow standards to improve customer activation and onboarding consistency. Coordinated human-in-the-loop review processes and supported measurable customer outcomes using AI-enabled processes. • Trained Customer Success Managers on prompt engineering and stakeholder communication strategies. • Supported human-in-the-loop review processes for AI-assisted planning. • Used AI-assisted account planning methodologies to improve decision-making. • Built KPI tracking and reporting frameworks to operationalize AI insights.

2020 - 2023

Education

Work History