Sonya Freeney

Customer Success Manager | Building Tools for Operational Empathy

I've been the customer. Now I'm the CSM. 20 years in payments, utility tech, and B2B SaaS -- building relationships that stick.

9 yrs CS & Implementation
13 yrs Customer-side Ops
20+ Years in Fintech & Payments
DFW Open to Remote
Domain Focus
AP/AR Automation Payments Utility Tech Fintech SaaS Onboarding ERP Integration

About Me

I've spent my career on both sides of the table. I've been the customer struggling with integrations, compliance headaches, and unclear communication. Now I'm the CSM who gets it because I've lived it.

My approach is grounded in operational empathy: I don't just manage accounts, I solve real problems with context and clarity. Whether it's AR automation, utility payment processing, or fintech workflows, I bring domain expertise and a builder's mindset to every engagement.

My CS career spans 9 years of hands-on CSM work in fintech and B2B SaaS, backed by 13 years on the customer side in utility payment operations -- which is where the operational empathy comes from. I've built CS functions from scratch, managed enterprise books of business, and delivered EBRs to C-suite stakeholders across utilities and insurance verticals. I do my best work where CS, onboarding, and implementation overlap -- where getting a customer to value isn't just a handoff, it's the job.

The tools and frameworks in this portfolio aren't just demos -- they're things I actually built to make CS work better. If I couldn't find the right tool, I built it. That same instinct shows up in how I support my customers.

If you're a hiring manager or secuiter: I'm actively looking for my next role in Customer Success, onboarding, or implementation -- ideally in fintech, AR automation, payments, or utility tech. I'm based in the Dallas-Fort Worth area and open to remote. Feel free to reach out directly at sonya.freeney@gmail.com or connect on LinkedIn.

Field Notes

The Quiet Churn Problem

The accounts that go dark don't send warning signals. They stay green right up until they don't renew — because you've been single-threaded and the decision was never your champion's to make. On multi-threading, stakeholder mapping, and starting renewal conversations 180 days earlier than feels necessary.

Churn PreventionStakeholder ManagementAccount ManagementUtility Payments

Building AI Agents That Know When to Step Back

How to build an AI support agent for AP/AR and fintech that resolves issues on first contact — and hands off gracefully when it shouldn't go further. Architecture walkthrough, working code, and a live demo.

AI AgentsCS StrategyClaude APIFintech

Customer Success Templates & Tools

People + AI Decision Framework

A practical guide for Platform Success Managers navigating when AI should lead, when humans should lead, and when both work together. Built specifically for regulated industries like utilities, where AI decisions need to be defensible to regulators. Covers three decision zones with real-world examples, plus four core principles for AI-powered customer success.

AI + CS StrategyPlatform SuccessUtilitiesDecision Framework

CS Account Playbook Generator

AI-powered tool that generates customized customer success playbooks. Built to streamline onboarding workflows and provide CSMs with structured, actionable guidance tailored to their accounts.

React + ViteVercelClaude APIAI-Powered

QBR Brief Generator

An AI-powered prep tool that turns account data into a QBR brief you can actually walk into a room with. Narrative, risk flags, 90-day priorities, objection responses, and renewal angle -- all grounded in your specific account and stakeholders, not generic templates.

Claude APIAI-PoweredDownloadableQBR Prep

Churn Risk Signal Framework

A practitioner's guide to identifying, scoring, and responding to churn risk signals across the customer lifecycle. Five signal categories with 20+ weighted risk indicators, four-tier response system, and implementation guidance for QBRs, CRM integration, and escalation management.

CS FrameworkChurn PreventionRisk AssessmentInteractive Guide

Strategic Success Plan

A six-phase methodology for building customer success plans that actually drive retention. Covers discovery through renewal readiness — with stakeholder mapping, measurable goal definition, milestone roadmaps, and a structured template that connects to CRM and project tooling at scale.

Account ManagementQBR PrepValue RealizationRetention

Building a Support Function From Scratch

What it actually takes to stand up a frontline Customer Support function when none exists — while running CS at the same time. Covers inbound audit, SLA design, hiring for fintech, phone payment compliance, and the escalation bridge that connects support signals to your CSM motion.

Support OperationsTeam BuildingGenesysFintech / Payments

Fintech CS Escalation Framework

A structured support and success framework for AP/AR, payment processing, and fintech environments. Four-tier escalation model, compliance-aware SLAs, signal detection matrix, and Tier 3 response protocol built for regulated financial systems.

Fintech CSAP/AREscalation ManagementPCI-DSS · SOX · NACHA

Customer Onboarding System Redesign

An eight-year payment processor onboarding workbook rebuilt from scratch -- as a white-label Excel template, a Notion workspace, and a live React app. Covers 60+ tasks across eight implementation phases with a formula-linked Config tab, version history from v1.0 to v4.0, and industry presets for five verticals.

Fintech OperationsExcelNotionReact

SaaS CSM Toolkit

Complete Customer Success Manager operating system -- task tracker, documentation hub, brag book, project planner, and performance review ammo. Available for Notion and Excel.

NotionExcelComplete SystemSaaS-Specific

Strategic CSM Workbook

Interactive browser-based workbook covering strategic CSM practice -- from pre-meeting prep to weekly planning to portfolio health tracking. Built on Chad Horenfeldt's proven frameworks.

Pure HTML/CSS/JSInteractive ToolslocalStorageSingle File

Expertise

Domain Knowledge

  • AR Automation & Payments
  • Utility Payment Processing
  • B2B SaaS Implementation
  • CIS/ERP Integrations
  • SOX Compliance

CS Frameworks

  • Proactive Partnership
  • Outcome-Driven Enablement
  • Health Score Development
  • QBR Strategy & Execution
  • Escalation Management

Tools & Platforms

  • Salesforce
  • Gong
  • ProductBoard
  • Tableau
  • JIRA & Confluence

Let's Connect

Interested in working together or want to chat about Customer Success, AI tools, or building better CS workflows? Reach out.