Seattle, Washington, United States
I build the systems that turn SaaS onboarding chaos into repeatable, scalable revenue operations. With 20+ years across SaaS, AI automation consulting, telecommunications, retail operations, and client success leadership, I design and implement the operational infrastructure that aligns sales, onboarding, and customer success teams to accelerate revenue growth, compress time-to-launch, and improve client retention. I own the end-to-end customer journey from late-stage evaluation through go-live, partnering cross-functionally with Sales, Solutions, CS, Marketing, and Product. I achieved a 25% increase in sales performance by integrating AI-driven tools and data insights into daily workflows, while standardizing the operating cadence, instrumentation, and enablement that make outcomes repeatable. I led client success operations for a SaaS digital marketing platform, managing VIP accounts and driving user satisfaction, retention, and expansion revenue. I developed customer-centric onboarding strategies that improved product adoption timelines and reduced churn across high-value client segments. I am also the Founder of StratAIgy Consulting LLC, an AI automation consultancy that helps SMBs implement workflow automation, CRM integrations, and AI-powered systems. I have delivered end-to-end automation solutions connecting DocuSign, GoHighLevel, and Make.com for clients in construction, real estate, and service industries—including a 100K+ lead CRM migration with full workflow integration and implementation roadmaps that reduced manual administrative work by 60%. Previously, I managed multi-location retail and telecom operations for AT&T, T-Mobile, Verizon, and CenturyLink, overseeing teams, P&L performance, digital transformation initiatives, and enterprise account portfolios. My leadership across these environments reflects a consistent ability to build high-performing teams, optimize processes, and deliver measurable business outcomes. Bilingual in English and Spanish. Leslie Rosales 📧 [email protected]
Founded AI automation consultancy delivering human-first workflow automation, CRM integration, and AI implementation solutions for SMBs across construction, real estate, and service industries. Delivered an end-to-end document automation system for TrueCraft Construction, integrating DocuSign, GoHighLevel, and Make.com to eliminate manual bottlenecks and streamline estimate-to-contract workflows. Executed 100K+ lead CRM migration across platforms with full data integrity, automated workflow integration, pipeline configuration, and campaign setup. Built production-ready automation systems that reduced manual administrative work by 60% for clients. Created comprehensive 12-week implementation roadmaps, training documentation, and SOPs for multiple industry verticals. Designed multi-step automation workflows connecting multiple platforms via Make.com (20+ step scenarios) including CRM, DocuSign, Jotform, Stripe, and communication systems. Developed AI adoption frameworks and provided hands-on CRM consulting (GoHighLevel, Follow Up Boss, Salesforce, HubSpot) helping SMB clients maximize ROI from technology investments. I am skilled in AI automation, workflow optimization, CRM implementation (GoHighLevel, Follow Up Boss, Salesforce, HubSpot), Make.com integrations, DocuSign automation, Jotform, Stripe, JIRA, Intercom, LMS platforms, data migration, process design, implementation roadmaps, SaaS consulting, client enablement, training documentation, and SMB operations.
Own the end-to-end customer journey from late-stage evaluation through go-live. Partner with Sales, Solutions/Implementation, CS, Marketing, and Product to raise demo attendance, increase close rates, and shrink time-to-launch—while standardizing the operating cadence, instrumentation, and enablement that make outcomes repeatable.
At MaverickRE, I spearheaded the integration of advanced AI technology into sales and operations, enhancing team productivity and enabling data-driven decision-making across the organization. I developed and implemented strategic business process changes that allowed teams to focus on high-impact tasks, improving overall operational efficiency. I achieved a 25% increase in sales performance by leveraging data-driven insights and AI tools to optimize workflows, refine pipeline management, and improve forecasting accuracy. I built repeatable systems for onboarding new team members and standardized operational playbooks that scaled with company growth. I am skilled in AI integration, sales operations, business strategy, process improvement, workflow optimization, data analytics, pipeline management, team coaching, operational leadership, strategic planning, enablement, SaaS tools, CRM management, and performance tracking.
At Ylopo, I led the Client Success team responsible for driving retention, satisfaction, and expansion revenue across a SaaS digital marketing platform serving the real estate industry. I developed and executed customer-centric strategies that improved product adoption timelines, reduced churn, and increased overall client lifetime value. I managed escalation workflows, built performance tracking systems for the CS team, and partnered with Product and Engineering to relay client feedback into roadmap priorities. I designed onboarding improvement initiatives that shortened time-to-value for new clients and created repeatable playbooks for quarterly business reviews and renewal conversations. I am skilled in client success management, SaaS retention strategy, customer onboarding, churn reduction, account management, cross-functional collaboration, escalation management, product adoption, QBR facilitation, client feedback loops, team leadership, digital marketing platforms, CRM systems, and customer lifecycle management.
At Ylopo, I managed a portfolio of VIP and high-value client accounts, serving as the primary point of contact for strategic guidance, issue resolution, and platform optimization. I delivered personalized success plans aligned with each client’s business goals, driving measurable improvements in campaign performance and user engagement. I proactively identified upsell and expansion opportunities within the VIP segment, contributing to revenue retention targets. I collaborated with Product, Support, and Marketing teams to resolve complex technical issues and ensure seamless client experiences across the platform. I am skilled in VIP account management, client relationship management, SaaS platform optimization, upsell strategy, retention planning, campaign performance analysis, customer engagement, technical issue resolution, cross-team collaboration, digital marketing analytics, and client advocacy.
At Ylopo, I served as a Client Success Manager for a SaaS digital marketing platform in real estate, supporting clients through onboarding, adoption, and ongoing optimization. I partnered with clients to align platform capabilities with their lead generation and conversion goals, ensuring consistent ROI and satisfaction. I managed a book of business across multiple client segments, conducting regular check-ins, training sessions, and performance reviews to ensure platform engagement and measurable results. I am skilled in client success, SaaS onboarding, customer training, digital marketing, lead generation strategy, platform adoption, performance reporting, customer satisfaction, account retention, CRM tools, and real estate technology.
At Verizon, I managed strategic enterprise accounts, consulting with businesses on digital transformation initiatives to optimize their communications infrastructure, cloud solutions, and technology ecosystems. I developed custom technology integration strategies that enabled operational success and client enablement across complex enterprise environments. I led needs assessments, solution design, and implementation planning for SMB and mid-market clients, driving new revenue through consultative selling. I was consistently recognized for exceeding KPIs in client growth, retention, and account expansion. I am skilled in enterprise account management, consultative selling, digital transformation, technology integration, client onboarding, needs assessment, solution design, implementation planning, cloud solutions, telecommunications, customer retention, and B2B relationship management.
At CenturyLink, I drove new client acquisition across the Los Angeles market, expanding network infrastructure, cloud security, and enterprise communications solutions through consultative selling. I managed the full sales cycle from lead generation through implementation handoff, ensuring smooth onboarding and client satisfaction post-sale. I am skilled in new business development, consultative selling, enterprise communications, network infrastructure, cloud security, lead generation, sales cycle management, implementation handoff, client onboarding, and B2B sales.