I’m looking for a customer-focused role where I can solve complex operational and technical challenges, build trusted client relationships, and help customers achieve measurable business outcomes. I’m especially interested in collaborative SaaS environments where I can combine problem-solving, account management, and customer success.
Looking for a job
Joanna Williams
@joannawilliams1
I help Shopify merchants resolve complex issues and grow through practical, consultative support.
CanadaWhat I'm looking for
I support Shopify merchants through live chat, resolving technical, operational, account, payment, shipping, and app-integration issues. I analyze platform data to identify root causes and turn complex concepts into actionable guidance; I achieved a 120% overall performance score.
I've also built long-term client relationships in financial services, account management, collections, and data reporting. I bring a consultative approach to resolving escalations, improving compliance, and collaborating across teams to strengthen customer outcomes.
Experience
Work history, roles, and key accomplishments
Current
Partner with Shopify merchants through live chat to resolve technical, operational, and account-related challenges. Consistently exceeded quality and performance expectations, achieving a 120% overall performance score.
WF
Current
Financial Advisor - Associate
WFG
Oct 2022 - Present (3 years 11 months)
Build and maintain long-term client relationships through needs assessments and tailored financial strategies. Simplify complex financial concepts to strengthen client understanding and product adoption.
GO
Account Management Specialist
Goday
Nov 2023 - Jan 2026 (2 years 2 months)
Manage a portfolio of client accounts, ensuring compliance, satisfaction, and timely resolution of escalations. Collaborate with finance, operations, and compliance teams to improve retention and drive outcomes.
CS
Senior Data Entry Analyst
Community Solutions
Mar 2021 - Jan 2023 (1 year 10 months)
Processed and validated high-volume data with 98% accuracy to support compliance and reporting reliability. Developed KPI dashboards and audit-ready reports to assist business decisions.
CM
Recovery Officer
Cash Money
Mar 2017 - Nov 2019 (2 years 8 months)
Managed sensitive client accounts, performed risk assessments, and negotiated compliant solutions. Improved compliance by 45% through proactive client communication and corrective measures.
Education
Degrees, certifications, and relevant coursework
Humber College
Public Relations
Studied Public Relations at Humber College.
Durham College
Certificate, Life License Qualification Program
Completed the Life License Qualification Program (LLQP) certificate at Durham College.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
CanadaAuthorized to work in
Salary expectations
70k+ USD
Social media
Job categories
Customer Success ManagerCustomer Support SpecialistAccount ManagerFinancial AdvisorData AnalystClient Relationship ManagerCollections SpecialistCustomer Success ManagerCustomer Success Account ManagerSenior Customer Success ManagerStrategic Customer Success ManagerCustomer Success Manager EMEASenior Manager Customer SuccessCustomer Success and Implementation ManagerCustomer Success Operations ManagerCustomer Success
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