Ashley Wang - Customer Success Manager - Checkfront | Himalayas
Ashley WangAW
Open to opportunities

Ashley Wang

@ashleywang

Strategic customer success manager with 9 years of experience across B2B SaaS and Financial Services

Canada
Message

What I'm looking for

A customer-centric company that values transparency and fosters open communication

A collaborative, supportive environment that encourages teamwork

Opportunities for growth, continuous learning, and development

💻 Current Role: Customer Success & Revenue Growth in SaaS

At Checkfront, a B2B2C SaaS company in reservation technology, I manage a portfolio of 200+ accounts, ranging from SMBs to enterprise, totalling over $600K in annual contract value and $250M+ in transaction volume. My role centers on growing revenue, driving product adoption, and ensuring long-term retention.

Here are three key achievements:

  • Grew the transaction volume of my book of business by 15%+ through upsells and expansions by identifying new revenue opportunities and effectively positioning value

  • Maintained 95%+ Gross Revenue Retention through proactive health checks, renewal negotiations, and trusted client partnerships - successfully leading difficult conversations during four pricing plan changes within one year

  • Spearheaded the first platform migration, coordinating four global internal teams and C-suite stakeholders to establish a foundational framework that reduced future migration timelines by 30%

🏦 Previous Experience: Leadership & Sales Excellence in Financial Services

Prior to joining Checkfront, I progressed through five roles over seven years at TD Canada Trust. I advanced from individual contributor positions - where I consistently exceeded sales targets and ranked in the top 10 within the region - to leadership roles, where I built and led high-performing teams, drove revenue growth, and led change management initiatives.

📚 Education & Certifications

Academically, I hold a graduate certificate in Business Analytics, where I developed practical SQL skills and applied data-driven decision making. I’m also a Certified Scrum Product Owner (CSPO), which has strengthened my ability to collaborate with product teams, bridge customer needs with product strategy, and translate complex requirements into actionable initiatives.

💖 Hobbies

I’m passionate about reading, travelling, and spending time with my dog.

Experience

Work history, roles, and key accomplishments

TD logoTD

Assistant Branch Manager

Oct 2021 - Mar 2023 (1 year 5 months)

Drive business performance by leading a 12-person sales team in process improvements and strategy development, leveraging Salesforce for data-driven decisions, and collaborating cross-functionally with partner channels to maximize net revenue growth.

TD logoTD

Financial Advisor

Aug 2018 - Aug 2019 (1 year)

Built lasting client relationships and delivered tailored financial solutions to drive retention and business growth. Focused on consultative selling and long-term account management within a fast-paced sales environment.

TD logoTD

Financial Services Representative

Feb 2017 - Aug 2018 (1 year 6 months)

Supported client relationship building and sales growth while leading community engagement events to strengthen local partnerships.

TD logoTD

Customer Experience Representative

May 2016 - Feb 2017 (9 months)

Processed daily banking transactions, consistently ranking among the top 3 tellers in the region for performance. Identified referral opportunities for lending and investment solutions, exceeding personal targets.

Education

Degrees, certifications, and relevant coursework

BC Institute of Technology logoBT

BC Institute of Technology

Graduate Certificate, Business Analytics

Completed a graduate certificate program focusing on business analytics. Gained expertise in data analysis, interpretation, and visualization to support strategic business decisions.

University of British Columbia logoUC

University of British Columbia

Bachelor of Science, Integrated Sciences

Pursued a Bachelor of Science in Integrated Sciences, developing a broad scientific foundation. Engaged in interdisciplinary studies to understand complex scientific problems.

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