Lalith Taak

I am a product and client support professional with over two years of experience across fintech (Affirm BNPL), U.S. tax software (GoSystem Tax RS, ONESOURCE Income Tax), and enterprise technical support. I concentrate on resolving complex issues efficiently while maintaining compliance and customer satisfaction.

At Thomson Reuters, I supported U.S. business tax returns, diagnosed tax calculation errors and e-filing failures, collaborated with engineering teams to triage defects, and maintained knowledge base articles to improve first-contact resolution. In fintech operations with Affirm, I managed card operations, merchant disputes, chargebacks, and partnered with compliance teams on KYC/AML reviews to mitigate fraud risk.

Earlier roles included Level 1 technical support and high-volume customer service where I met SLA and quality benchmarks, reduced bug-related tickets by 25% through proactive reporting, and improved ticket throughput by providing clear diagnostics for escalations. I am skilled in CRM platforms and support tooling, and I mentor new hires to uphold process and SLA standards.

I bring a detail-oriented, compliance-first approach to support that emphasizes measurable improvements in CSAT, SLA adherence, and operational efficiency. I seek opportunities where I can apply my fintech and tax support expertise to reduce friction for customers and improve product reliability.