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@warisahmed
Customer Success professional driving adoption and retention for fintech and edtech customers.
CanadaI am a results-driven Customer Success professional with 5+ years' experience across financial services, telecommunications, and community education programs. I design and execute success and retention plans, manage diverse portfolios, and translate complex technical processes into accessible guidance for customers.
At Meridian Credit Union I support SMB and retail members through onboarding and digital banking adoption, collaborating cross-functionally to resolve systemic issues and improve renewals. Previously at Rogers and Dixon Community Services I coached users, delivered workshops for K–12 stakeholders, and escalated insights to improve workflows and product experience.
I hold a CSM certification from HubSpot Academy and Lean Six Sigma training, and I combine empathy, organization, and analytical skills to drive adoption, reduce churn, and enable self-service for customers and education communities.
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Work history, roles, and key accomplishments
MUMeridian Credit Union
Jan 2023 - Present (2 years 10 months)
Manage a portfolio of SMB and retail members, driving onboarding and adoption of digital banking platforms and creating success and retention plans that reduce risk and improve renewals.
RCSupported SMB and retail clients on billing, service, and technical issues, guided customers through digital tool onboarding to improve satisfaction and reduced repeat contacts by addressing recurring issues.
Dixon Community Services
Jan 2017 - Dec 2019 (2 years 11 months)
Designed and delivered outreach programs and training for K-12 students, families, and educators, coaching onboarding to digital learning tools and partnering with stakeholders to remove barriers to access.
Degrees, certifications, and relevant coursework
HACertification, Customer Success Management
Completed Customer Success Management certification coursework through HubSpot Academy to strengthen lifecycle and customer success skills.
ALCertification, Lean Six Sigma
Successfully completed Lean Six Sigma training to develop process improvement and operational efficiency skills.
YUBachelor of Arts, Sociology & Psychology
Earned a Bachelor of Arts with studies in Sociology and Psychology focusing on social behavior and psychological principles.
CanadaYou can contact Waris and 90k+ other talented remote workers on Himalayas.
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