Naomi Davis
@naomidavis
I am an empathetic customer success specialist driving client retention and solutions in fast-paced remote environments.
What I'm looking for
I am an empathetic, solutions-driven Customer Success Specialist with 5+ years in client customer service, call centers, and account retention. I resolve complex issues with calm clarity and support clients confidently in fast-paced and remote environments.
At Goldman Sachs/GreenSky I assisted account holders with inquiries, payment solutions, personal plan education, and support for home improvement and patient projects. I handled documentation, skip trace, dialer calls, ACH assistance, and consistently met or exceeded monthly goals while operating systems such as Microsoft Office, CDE, NDS, CMC (Katabat), LiveVox, and Fast Track.
At Wells Fargo I achieved strong performance metrics—Met or Exceeded goals 12 for 12 months and maintained a 98.8% average QA with top rankings in OB calls across multiple years. My work included strategic documentation, deferment submissions, voluntary repossessions, garnishment processing, and use of systems like CARS, iTop ACS, Lynx, Innovis, Imaging, Accurint, IMCP, ACES, Genysys, and Avaya.
I also run an independent wellness business where I serve as a fitness and health coach, create vegan meal plans, build and edit websites, and design digital products. I am completing studies in Health Solutions, Nutrition & Wellness Entrepreneurship and I am passionate about helping people feel heard, supported, and empowered through every interaction.
Experience
Work history, roles, and key accomplishments
Fitness Coach
Home Grown Veg Head LLC
Jan 2020 - Present (5 years 7 months)
Provide remote fitness and health coaching (cardio kickboxing, HIIT, Pilates) and vegan meal-planning services, build and maintain three websites, and create digital products to support client consistency and goal attainment.
Customer Success Specialist
Goldman Sachs / GreenSky
Jun 2023 - Sep 2024 (1 year 3 months)
Assisted account holders with payment solutions and plan education for home improvement and patient financing, performing skip tracing, dialer outreach, ACH support, and documentation while meeting or exceeding monthly goals.
Retention Account Specialist
Wells Fargo
Jan 2017 - Nov 2019 (2 years 10 months)
Handled deferments, voluntary repossessions, garnishments, and retention activities while maintaining high quality standards and consistently meeting or exceeding performance goals.
Retention Account Specialist
Wells Fargo
Feb 2007 - Sep 2011 (4 years 7 months)
Performed retention and collections operations, managed garnishments and repossessions, and achieved highest OB call rankings in 2010–2011 while supporting administrative processes.
Education
Degrees, certifications, and relevant coursework
Arizona State University
Bachelor of Science, Health Solutions, Nutrition & Wellness Entrepreneurship
2020 -
Pursuing a Bachelor of Science in Health Solutions with emphasis on Nutrition and Wellness Entrepreneurship.
Southwestern Institute of Healing Arts
Associate of Occupational Studies, Holistic Healthcare and Psychology
2013 - 2017
Activities and societies: Certified Nutritional Coach
Completed an Associate of Occupational Studies in Holistic Healthcare and Psychology and obtained certification as a Nutritional Coach.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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