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Waris Ahmed

@warisahmed

Customer Success professional driving adoption and retention for fintech and edtech customers.

Canada
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What I'm looking for

I seek a Customer Success role where I can drive adoption and retention, collaborate cross-functionally, and scale onboarding and self-service for fintech or edtech customers.

I 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.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

HubSpot Academy logoHA

HubSpot Academy

Certification, Customer Success Management

Completed Customer Success Management certification coursework through HubSpot Academy to strengthen lifecycle and customer success skills.

Alison logoAL

Alison

Certification, Lean Six Sigma

Successfully completed Lean Six Sigma training to develop process improvement and operational efficiency skills.

York University logoYU

York University

Bachelor of Arts, Sociology & Psychology

Earned a Bachelor of Arts with studies in Sociology and Psychology focusing on social behavior and psychological principles.

Tech stack

Software and tools used professionally

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Waris Ahmed - Advisor - Meridian Credit Union | Himalayas