James Wilson
Customer Success | SaaS | Customer Onboarding | Product Adoption | Customer Experience
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About
Customer-facing professional with 13+ years of experience, including extensive customer support experience across SaaS and service environments. Experienced in B2B/B2C customer engagement, onboarding support, escalations, service delivery, CRM workflows, reporting, API/integration troubleshooting, and cross-functional collaboration. Strong track record of owning customer issues, coordinating with Product, Engineering, Finance and Vendor teams, and supporting customers through resolution.
Now transitioning into a dedicated Customer Success role focused on customer needs, product adoption, customer experience, retention and long-term value.
Experience
Customer Support Specialist - Xoxoday Pvt Ltd
(2023-04)
- Manage customer lifecycle activities, onboarding support, escalations and service delivery for global B2B/B2C clients and end users.
- Work directly with customers to understand issues, requirements and service-impacting concerns, providing timely communication and end-to-end resolution.
- Partner with Product, Engineering, Finance and Vendor teams to investigate customer issues, coordinate solutions and improve the customer experience and adoption.
- Support API and integration troubleshooting using Postman and coordinate technical issues with relevant internal teams.
- Review customer and transaction information, support data and operational reports to investigate issues and identify resolution paths.
- Maintain strong SLA compliance and customer satisfaction while managing high-priority and complex escalations.
- Support onboarding activities including account setup and platform-related guidance to help customers get started successfully.
Senior Team Member - Global Dial Services Pvt Ltd
(2019-08 - 2023-03)
- Managed customer engagement, onboarding workflows, escalations and operational support.
- Collaborated with stakeholders to ensure a seamless customer experience and timely resolution of customer-impacting issues.
- Improved response times and service quality through process optimization and operational support.
Accounts Analyst II - Swiss Re Global Business Solutions
(2016-07 - 2017-08)
- Supported vendor onboarding, stakeholder communication, reporting and process improvement activities.
- Participated in SAP and Concur testing, validation and implementation activities.
Senior Team Member - JP Morgan Chase & Co
(2014-12 - 2016-07)
- Managed customer and employee queries, expense systems support and escalation resolution.
- Worked on invoice processing, compliance and operational support functions.
Associate Process Operations Analyst - EMC Corporation
(2011-10 - 2014-08)
- Processed invoices, managed vendor communications, reporting and process improvement initiatives.
Education
Bachelor of Commerce - B.Com

