FAVORITE QUOTE
“I believe in the human heart, because it is the
source of courage and determination.” Auburn University Creedt
Kelly Fortin
Customer Success | CRM Optimization Consulting Partner
Balances structure with flexibility. Focuses on translating goals into practical workflows and repeatable processes that support long term growth. Believes effective operations come from consistent execution, thoughtful documentation, and strong cross functional collaboration.
Core Professional Info
Full Name:
Kelly Fortin
Industries Served
SaaS, Marketing Technology, Telecom & ISPs,
Sports & Live Events, Media & Broadcasting, Retail, Startups
Brief Career Summary
Customer Success and Operations consultant with 10 years of experience in SaaS, telecommunications, and marketing technology. Proven track record in client retention, CRM optimization, onboarding processes, and cross-functional delivery. Previously held senior and enterprise-level Customer Success roles at Sitecore, Sonar, and CallRail.
Credentials
Bachelor of Business
Administration (BBA)
Achievements
Personal Brand/ Approach
Brings a steady, supportive presence to
fast moving teams. Known for strong relationship building, thoughtful
communication, and a hands on approach to problem solving. Prioritizes
clarity, consistency, and collaboration when supporting founders and
small teams, with a focus on creating systems that are simple,
sustainable, and easy to maintain.
What Others Say
Testimonials
"A natural leader Kelly leads all of those around her pushing them to be better. If you tell Kelly to do
something you can guarantee that it will get done. Kelly is a huge asset to every team she is on." Senior Director of CSM at CallRail
Skills & Expertise