Enterprise-grade CS for growing SMBs

25+ years of global leadership in SaaS and CX. I help companies build scalable onboarding, stop churn, and automate support with AI—delivering executive-level results on a fractional basis.

Orlando Ochoa - Fractional CS Leader
Orlando Ochoa
Fractional Head of Customer Success / CX

Outcomes I aim for

Every engagement sets baselines and targets, then ships playbooks, dashboards, and SOPs your team can run.

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Churn reduction

Stabilize your revenue base by fixing leaks in the customer journey.

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Expansion Rate

Unlock upsell opportunities through proactive success frameworks.

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Time-to-Value

Accelerate onboarding to get customers to their "Aha!" moment faster.

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NPS / CSAT Lift

Measured points increase in customer satisfaction and brand loyalty.

*Illustrative ranges based on typical SaaS baselines. We’ll define your specific KPIs together.

I've worked with

Teleperformance logo Loadlink logo Ruby Life logo Just Energy logo

Core Expertise

Hands-on leadership and repeatable systems that grow lifetime value and revenue.

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Fractional CS/CX

Strategic part-time leadership to scale your team without full-time costs.

  • ✔ Retention playbooks
  • ✔ Lifecycle design

Churn Reduction

Fix the friction and measure what matters with outcome-based plans.

  • ✔ Cohort analysis
  • ✔ Risk workflows

AI Automation

Deflect tickets and speed resolution using grounded AI triage.

  • ✔ AI chat & assist
  • ✔ Workflow UX

A simple, proven approach

I don't just give advice; I install the systems your team needs to scale retention independently.

01

Audit & Strategy

Deep dive into your data, interviews, and journey audit to identify churn drivers and define clear, measurable success levers.

02

Build & Enable

We ship the playbooks, AI automations, and dashboards. I train your team and install the foundational systems tied to your roadmap.

03

Scale & Handoff

Monthly reviews and performance adjustments to ensure the engine runs predictably, allowing me to hand off the reins to your team.

Ways to engage

Flexible options for stage and budget. All include clear deliverables and operating cadence.

Fractional

Part-time leadership

Owns CS/CX outcomes without full-time headcount.

  • 20–40 hrs / month
  • Strategy + hands-on builds
  • Weekly standups & KPIs
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Project

Fixed-scope sprints

Targeted outcomes in 4–8 weeks.

  • Onboarding redesign
  • Churn playbook
  • AI deflection setup
Scope a Project

Advisory

Monthly guidance

Senior sounding board for founders & CS leads.

  • 2–4 calls / month
  • Asynchronous feedback
  • Hiring & org design help
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Ready to scale your Customer Success engine?

Tell me about your current bottlenecks. I personally review every inquiry and reply within 24 business hours with an initial assessment.

Orlando Ochoa

Let’s connect

Tell me about your goals. I’ll reply with next steps and available start dates.

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