Sarmad Naveed
@sarmadnaveed
Customer success and support specialist driving 95%+ CSAT, retention, and upsell revenue with Salesforce and Zendesk expertise.
What I'm looking for
I’m a customer success/support specialist with 10+ years serving U.S. and Canadian markets in SaaS/FinTech. I consistently achieve 95%+ CSAT, converting 25–30% of escalations into upsell revenue while strengthening retention and brand trust.
In my current Canadian client support role, I resolve 95%+ of escalated complaints and improve customer retention through personalised service and follow-ups. I also coordinate bookings and logistics with 99% accuracy, and I streamline CRM processes to enhance team efficiency and tracking by 35–40%.
Previously, I managed U.S. logistics SaaS accounts and improved retention by 15–20% while increasing product adoption by 25% through onboarding and consultative support. I’ve maintained CSAT at 4.5+/5 on complex technical cases and reduced resolution time by 20% using efficient CRM workflows.
Beyond CX, I’ve built high performance through Tier 1/Tier 2 troubleshooting, objection handling, and closing—often exceeding sales targets by 120–150% and delivering 30%+ conversion rates. I bring CRM optimisation expertise (Salesforce, Zendesk, Gorgias, plus Zoho) and strong digital/creative capability using Adobe Premiere Pro, After Effects, Photoshop, and Canva to create engaging brand content alongside support responsibilities.
Experience
Work history, roles, and key accomplishments
Customer Complaints Specialist
Tripshepherd
Apr 2025 - Present (1 year 2 months)
Resolved 95%+ of escalated complaints for a Canadian client, improving retention and brand trust. Converted 25–30% of cases into upsell revenue and increased repeat bookings by 20% through personalized follow-ups.
Senior Customer Service Representative
Motive
Oct 2021 - Nov 2023 (2 years 1 month)
Managed U.S.-based customer accounts, improving retention by 15–20% and increasing product adoption by 25% through onboarding and consultative support. Maintained CSAT of 4.5+/5 and reduced resolution time by 20% using efficient CRM workflows.
Customer Support & Technical Specialist
SDS IT
Feb 2020 - Oct 2021 (1 year 8 months)
Handled 80–100+ daily phone, email, and chat interactions for a U.S. fintech project (Payactiv), improving first-contact resolution by 15%. Identified upsell and feature adoption opportunities while reducing escalations through effective troubleshooting.
Senior Customer Service & Sales
Sybrid Pvt. Ltd.
Jul 2019 - Dec 2019 (5 months)
Exceeded U.S. sales targets by 120–150% and achieved 30%+ conversion rates through consultative selling while delivering strong CSAT performance. Ranked among top-performing agents across sales and customer service.
Sales Associate - Auto Warranty
Touchstone Communications Pvt. Ltd.
Jan 2018 - Apr 2018 (3 months)
Surpassed auto warranty sales quotas by up to 140% by delivering high-conversion sales pitches and objection handling. Increased revenue per call through premium package positioning for the U.S. market.
Education
Degrees, certifications, and relevant coursework
Islamabad Model College for Boys
FA (Arts), Arts
2014 - 2015
Grade: EQF Level 3
Completed FA – Arts (EQF Level 3) at Islamabad Model College for Boys during 2014–2015.
Advanced English Language Certification (Pakistan)
Advanced English Language Certification, English Language
Grade: Professional Level
Earned an Advanced English Language Certification at the professional level in Pakistan.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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