Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Noah Grossman

Ottawa

Summary

Personable and dedicated Customer Service Representative with extensive experience in the eCommerce industry. Solid team player and upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

17
17
years of professional experience

Work History

Customer Success Manager

Numerator/Wiser
08.2021 - 01.2024
  • Demonstrated and explained product features and benefits to overcome customer objectives.
  • Provided guidance on how customers can maximize the value they receive from products and services.
  • Developed custom solutions for customers based on their individual business objectives.
  • Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
  • Created reports outlining customer usage and retention metrics.
  • Met with customers to discuss best practices and drive outcomes.
  • Navigated partnership with Renewals.

Senior Engagement Manager

Numerator
11.2018 - 07.2021
  • Built strong relationships with clients.
  • Created customized account plans to diagnose client challenges.
  • Connected client business needs with Numerator solutions.
  • Conducted new client onboarding sessions and ongoing client training.
  • Created customized account plans for Numerator clients to optimize operations.
  • Led onboarding of new Engagement Managers to Numerator organization.

Customer Success & Education Manager

DealerPILOT HR Solutions
03.2016 - 01.2018
  • Actively engaged on all customer implementations in a client-facing role, including project introductions, and on-going engagement throughout the implementation project.
  • Provided ongoing customer interaction for all clients whom have completed implementation and are in the Support delivery stage.
  • Created, updated, and maintained system documentation up to and including help manuals, quick reference guides, and help videos utilizing tools such as Help & Manual, Microsoft Word, Adobe Acrobat, and numerous video & audio editing software.
  • Created, updated, and maintained DealerPILOT compliance training and awareness courses utilizing various software applications such as Articulate Storyline, Articulate Presenter, Microsoft PowerPoint, and others.
  • Trained new employees added to the Customer Success, Implementation, Education, and Support team.
  • Instrumental in leading software Conversion Project.
  • Developed and implemented method of converting existing clients to newly developed software platform.

Risk Analyst

MBNA Canada
06.2013 - 04.2015
  • Worked on high level strategies for Credit Acquisition department.
  • Provided reporting for C-Suite/executive management on implementation and analysis of strategies put in place.
  • Assisted in departmental audits as required by OSFI regulators.
  • Worked with team to develop more efficiencies in credit policies for MBNA Canada.

Dialer Analyst

MBNA Canada
02.2010 - 05.2013
  • Ensured dialer jobs perform within CRTC standards for contact rates, idle times, and abandon rates.
  • Ensured dialer jobs are run within Federal Government collection guidelines.
  • Prepared daily and monthly reporting on call center performance and provided analysis and recommendations to management based on aforementioned reporting.
  • Collaborated with management team to assist with associate/call center productivity, developing outbound calling strategies to be implemented using the agent dialer.
  • Monitored inward call volume and ensure appropriate associate call coverage.
  • Test systems for projects and technology installs
  • Granted and removed access for all associates moving in and out of the department.
  • Performed regular audits (monthly/bi-monthly) of associate system access.
  • Maintained department staffing level reports.

Collector

MBNA Canada
04.2009 - 01.2010
  • Collected payments for customers 90 days past due on MBNA Canada MasterCards; also secondarily collected on all other levels of delinquency.
  • Identified clients who were eligible for specialized payment programs and customized these programs to fit simultaneously with the client's and MBNA Canada's mutual needs.
  • Negotiated potential settlements of accounts if a customer indicated they are not able to pay back their credit card balance in full.

Credit Analyst

MBNA Canada
03.2008 - 03.2009
  • Communicated regularly with borrowers throughout the application process.
  • Reviewed customer financial data to ascertain level of risk involved for extending credit.
  • Prepared basic and preliminary credit analyses to determine creditworthiness and compliance.
  • Analyzed customer payment histories to assess credit risk profiles.

SR Customer Service Representative

Bank of America (MBNA Canada)
08.2006 - 02.2008
  • Required to make decisions such as fee credits and conduct other maintenance inquiries on credit card accounts
  • Sold various products such as credit insurance, additional lines of credit, equity lines of credit, identity theft protection, bank accounts, and small-business credit cards
  • Part of the Team Lead (Management-in-Training) program September 2007 - January 2008.

Education

Mutual Fund Dealer Association (MFDA)

IFIC Certification
Ottawa, ON
01.2016

Financial Services Commission of Ontario (FSCO)

LLQP Certification
Ottawa, ON
10.2015

BA History -

University of Ottawa
01.2006

Skills

  • Customer Account Management
  • Training Programs
  • Revenue Growth
  • CRM Software
  • Training and Mentoring
  • Client Relations
  • Onboarding
  • Data Interpretation
  • Stakeholder Relations
  • Contract Negotiation

Accomplishments

  • Responsible for internally coordinating multiple RFP’s of $350K+ AAR customers.
  • Spearheaded DealerPILOT Client Conversion Project – responsible to convert 150+ clients from legacy platform to newly designed and implemented platform.
  • Developed and implemented 2017 Customer Success Plan for DealerPILOT HR Solutions, including maintaining regular contact with 150+ active clients. Maintained over 95% client retention rate.
  • Helped to create customized account plans for Numerator/Wiser clients to best optimize operations of client accounts.
  • Assist/lead onboarding of new Engagement Managers (internal) for 360PI Solution for Numerator/Wiser.
  • Heavily involved in onboarding new clients to ensure smooth start to Numerator/Wiser client partnerships, serving as a platform SME, trainer, and any other general support required for the onboarding projects.
  • Responsible for new-hire onboarding for MBNA Collections department, DealerPILOT HR Solutions and Numerator/Wiser 360PI Engagement Managers.
  • Managed/Coached a low performing team at Bank of America that went from bottom 3 in the department to top 10 within a month – identified underlying issues, such as lack of motivation, lack of understanding of what team driven goals were, and implemented best demonstrated practices (BDP’s) and peer-coaching
  • Streamlined processes for MBNA Collections Department – implemented new departmental processes to acquire system access for all associates and managers

Languages

English
Native or Bilingual
French
Professional Working

Timeline

Customer Success Manager

Numerator/Wiser
08.2021 - 01.2024

Senior Engagement Manager

Numerator
11.2018 - 07.2021

Customer Success & Education Manager

DealerPILOT HR Solutions
03.2016 - 01.2018

Risk Analyst

MBNA Canada
06.2013 - 04.2015

Dialer Analyst

MBNA Canada
02.2010 - 05.2013

Collector

MBNA Canada
04.2009 - 01.2010

Credit Analyst

MBNA Canada
03.2008 - 03.2009

SR Customer Service Representative

Bank of America (MBNA Canada)
08.2006 - 02.2008

Mutual Fund Dealer Association (MFDA)

IFIC Certification

Financial Services Commission of Ontario (FSCO)

LLQP Certification

BA History -

University of Ottawa
Noah Grossman