About Me
"I solve problems in creative ways."
Creative problem-solving is essential for navigating complexity, adapting to change, and fostering both progress and innovation in any scenario. The tools I use to approach problem-solving help me expand my thinking, challenge traditional methods, and reframe obstacles in new ways. By redefining challenges and considering multiple approaches, I drive effective, efficient outcomes that push boundaries and create new opportunities for success.
- Current Role: Client Success Manager
- Location: Greater Toronto Area, Canada
- Degree: Specialized Honours in Informatics
- Phone: +1 (647) 561 - 6141
- Email:
- Freelance: Available
Skills
With extensive experience in business management, project management, and CRM administration, I have developed a robust skill set that makes me a well-rounded Business Analyst and Client Success Manager.
Salesforce Certified Professional
Salesforce is more than a CRM—it’s a powerful customer success platform. As a Business Analyst, Client Success Manager, and Certified Salesforce Administrator, I bridge the gap between business needs and technology, optimizing workflows, automating processes, and delivering actionable insights through reports and dashboards. I focus on user adoption, customer engagement, and long-term success by training teams and ensuring they maximize Salesforce’s capabilities. If Salesforce isn’t the right fit, I leverage my Client Success expertise to find the best solution for your business.
Salesforce Badges
Superbadges
Hours Of Support
Projects Completed
Resume
Summary
Waleed Hassanien
With over nine years in business management, systems implementation, and client relationship management, I excel as a Client Success Manager. My expertise in software administration, data analysis, and digital marketing drives client success and improves operational efficiency. Currently, I focus on enhancing prospect engagement through conversational AI marketing tools and streamlined communication strategies. My experience with CRM's and AI technologies allows me to create innovative solutions that elevate the customer experience. Holding a Specialized Honours degree in Informatics from York University has allowed me to effectively bridge business needs with technological solutions and thrive in developing strategies for sustainable growth.
- Greater Toronto Area, ON
- +1 (647) 561 - 6141
Education
Salesforce Administration, Platform App Builder
2020 - Present
Salesforce Trailhead
Salesforce is the leading customer relationship management platform in the world. It is suite of software and applications focused on sales, customer service, marketing automation, analytics, and application development.
Bachelor of Health Science, Specialized Honors in Informatics
York University, Toronto, On
Informatics is the study and application of information technology to solve problems and improve systems across various fields. It integrates computer science, information science, and organizational theory to design, manage, and enhance data and technology solutions.
Professional Experience
Sr. SaaS AI Specialist/Client Success Manager
2022 - Present
WooSender AI
- Building and optimizing AI conversational marketing tools for business campaigns while supporting troubleshooting, process improvements, platform enhancements, and account management. Responsible for strategic project planning, implementation and optimization phases.
Business Analyst
2020 - 2022
Catchafire.org
- Business Analyst adept at performing data analytics to understand business operations, identify growth opportunities, and develop strategies to boost productivity and efficiency. Leveraged Salesforce as an administrator to customize and optimize the platform, ensuring it meets business needs. Skilled in managing user accounts, generating reports, and maintaining data accuracy, with a strong commitment to improving system performance and supporting sales and service teams.
Business Account Executive
2019 - 2020
American Express Business Solutions
- Business Account Executive with expertise in driving growth through strategic client relationships, sales negotiations, and tailored solutions. Proven ability to exceed targets and deliver exceptional results.
Branch Manager
2017 - 2019
Enterprise Holdings, inc.
- As a Branch Manager, I led daily operations, drove revenue growth, and managed a team to provide exceptional customer service. I oversaw fleet maintenance, developed successful sales strategies, and ensured branch profitability while maintaining high standards of operational efficiency and client satisfaction.
Managing Owner
2013 - 2017
Inkpressers, Toronto, ON
- Inkpressers is a custom apparel printing and embroidery company specializing in high-quality screen printing for any occasion. For over four years, we’ve supported local sports teams, schools, businesses, clothing companies, and personal brands. Our goal has been to use innovative printing methods to deliver top-quality apparel and merchandise at competitive prices.
Consulting
Services
I take great pleasure in helping individuals and businesses reach their goals. Here are a few of the services I am happy to provide to whoever may need some assistance or expertise.
Digital Marketing and Lead Generation
Digital marketing is essential for any business to reach and engage with today’s online-savvy customers. I can help by crafting tailored strategies that amplify your brand’s visibility, drive targeted traffic, and convert leads into loyal customers.
CRM and Sales Optimization
CRM and sales optimization are crucial for streamlining sales processes, enhancing customer relationships, and driving revenue growth. I can help by refining your CRM system to better track and manage leads, optimize sales workflows, and provide actionable insights, ultimately boosting your sales performance and efficiency.
Data Integration and Automations
Data integration and automation are critical for optimizing operational efficiency and ensuring accurate, real-time information across your business systems. I can help by using Zapier to seamlessly connect and automate your workflows, reducing manual tasks and enabling more streamlined, data-driven decisions.
Projects
I enjoy collaborating with brands and pursuing projects that inspire me; projects that push me to explore my inner creativity and personality.
These are a few brands that I am currently working with.
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Catchafire.org
Business Analyst & CRM Administrator
Contact
If you would like to discuss how I can help your business or organization reach its objectives please feel free to contact me.