Customer Success Specialist with 6+ years of experience supporting customers, resolving issues, and guiding clients through onboarding and product adoption. Skilled in building strong customer relationships, reducing churn, and improving satisfaction. Experienced in CRM and ticketing tools with a strong focus on communication, collaboration, and problem-solving.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Support | Customer Success
Business Development Bank of Canada
08.2022 - Current
Managed over 400 client portfolios alongside account managers and handled over 100 tickets per month to support customer needs
Demonstrated excellent communication skills with customers and colleagues through both verbal and written methods
Managed multiple tasks simultaneously while ensuring deadlines were met with accuracy
Analyzed existing processes and procedures to identify areas of improvement in order to enhance the overall client experience
Helped reduce customer escalation and increased customer satisfaction to maintain over 80% "very satisfied" clients
Compiled data from various sources to generate reports on key performance indicators related to customer service
Participated in team meetings to discuss customer satisfaction trends and strategies for improvement
Client Support Specialist
NE2 Group
08.2020 - 08.2022
Created personalized presentations to successfully provide software demos and training to new and existing clients
Built rapport with new and 300 existing clients to actively manage sales processes
Coordinated with Operations, Accounting, IT and Brokerage teams to determine and deliver on client onboarding, KYC & helpdesk/troubleshooting support needs
Performed monthly reports for the accounting and operation teams
Continued supporting clients by providing upgrades, making changes to their accounts and gathering feedback to further improve our systems
Customer Experience Associate
TD Bank
01.2019 - 08.2020
Provided clients with excellent customer service, identified and solved customer issues
Provided resourceful and knowledgeable financial advice to both internal and external clients
Work diligently with team to meet and exceed individual and branch sales goals; hitting my goals by over 200%
Performing duties compliant to the bank in a detail-oriented fashion to mitigate any risk to the bank
Easyline Specialist
TD Bank
08.2018 - 12.2018
Provided exceptional customer service at a high-volume, fast paced customer environment
Recommended advice and conflict resolution that best fit the customer's need while complying with the bank rules
Exceeded personal sales goals by staying focused and motivated in a busy environment
Worked as a team and provided support to my coworkers whenever needed
Assessed client profiles to determine if there was opportunity to grow our business
Education
Bachelor of Arts - Sociology
University of Calgary
Calgary, AB
06.2018
Skills
Project management
Ticketing systems
Sales
Implementation and onboarding
Administration
Data analysis
Microsoft Office Suite (Excel, Powerpoint, Word, PowerBI