Xavier Chalmers
Client Success Specialist @Beyond Finance
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WORK HISTORY
Client Success Specialist @Beyond Finance
Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking to provide first call resolution with focus on the customer relationships and providing best-in-class service at all times.Operate, navigate, and troubleshoot a desktop computer to obtain and extract information; research through multiple computer programs simultaneously and document information, activities and changes in the CRM database.Work independently and with a team to drive retention of clients through product knowledge and Continuously learning, interpreting, and utilizing company and industry knowledge and practices to deliver accurate solutions.
EDUCATION
Coursera
Google It Support Certification
ABOUT XAVIER CHALMERS
With over a year of experience as a Client Success Specialist at Beyond Finance, I am passionate about providing best-in-class service to our clients. I proactively identify, analyze, and resolve client issues by utilizing active listening, critical thinking, and CRM skills. I work independently and with a team to drive retention and satisfaction through product knowledge and industry practices. I am also a Salesforce enthusiast, with two certifications and 15 superbadges under my belt. I have completed the Salesforce Pathfinder Training Program and the Google IT Support Certification, which have enhanced my system administration and security knowledge. I am always eager to learn new ways to leverage Salesforce\'s capabilities to deliver accurate and efficient solutions to client issues. I enjoy collaborating with my team and other departments to share best practices and insights.
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