Waris Ahmed
@warisahmed
Customer Success professional driving adoption and retention for fintech and edtech customers.
CanadaWhat I'm looking for
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
MUAdvisor
Meridian Credit Union
Jan 2023 - Present (2 years 9 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.
Outreach Coordinator
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.
Education
Degrees, certifications, and relevant coursework
HAHubSpot Academy
Certification, Customer Success Management
Completed Customer Success Management certification coursework through HubSpot Academy to strengthen lifecycle and customer success skills.
ALAlison
Certification, Lean Six Sigma
Successfully completed Lean Six Sigma training to develop process improvement and operational efficiency skills.
YUYork University
Bachelor of Arts, Sociology & Psychology
Earned a Bachelor of Arts with studies in Sociology and Psychology focusing on social behavior and psychological principles.
Availability
Location
CanadaAuthorized to work in
Job categories
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