Saurabh S.

Business Development Executive

Toronto, Ontario, Canada2 yrs 6 mos experience

Highly StableAI Enabled

Key Highlights

8+ years in customer success across diverse industries.
Expertise in AI-driven data analysis and decision-making.
Strong foundation in compliance-aware data handling.

Stackforce AI infers this person is a Customer-Centric Data Analyst with a focus on AI in Financial Services and Government.

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Skills

Core Skills

Data AnalysisRegulatory ComplianceCustomer SupportCommunicationFinancial Analysis

Other Skills

Problem SolvingAccount ReconciliationCustomer ServiceCustomer ExperienceCustomer RetentionData IntegrityRisk AssessmentSecurity Information and Event Management (SIEM) toolsIntrusion Detection and IDS toolsNIST Cybersecurity FrameworkCybersecurityArtificial Intelligence (AI)Customer AnalysisMicrosoft Power BIPython (Programming Language)

About

I'm an aspiring AI Data Analyst with 8+ years of experience in customer success across financial services, telecom, public transit, and government — now turning that foundation into data-driven insight and decision-making powered by AI. Throughout my career, I've worked at the intersection of customers, data, and operations — analysing account issues, reconciling financial data, and translating findings into actions that worked for customers and the business alike. This hands-on experience shaped how I approach problems today: structured, analytical, and always tied to real-world impact. Today, I'm actively building skills in Python, SQL, and Power BI — and integrating AI into every stage of the analytics workflow. I use AI to accelerate data cleaning, generate and refine queries, surface patterns, and build stakeholder-friendly dashboards faster than traditional methods allow. For me, AI isn't a buzzword — it's a practical multiplier that makes analysis sharper and more accessible. My experience in regulated environments like CRA, RBC, and Rogers means I bring not just technical curiosity — but an understanding of the compliance, privacy, and business constraints that shape how data should be used. I understand not just the numbers, but the decisions behind them. Currently seeking AI Data Analyst or Data Analyst opportunities in customer analytics, operations analytics, or risk analytics — where domain experience meets data-driven thinking. 📩 Open to connecting with professionals in AI, analytics, or data-driven roles across financial services, telecom, or government.

Experience

2 yrs 6 mos

Total Experience

2 yrs 6 mos

Average Tenure

Current Experience

Canada revenue agency - agence du revenu du canada

Taxpayer Services Agent

Nov 2022 – May 2025 · 2 yrs 6 mos · Toronto, Ontario, Canada · Hybrid

Processed and analysed 20+ complex business taxpayer interactions daily, researching multi-system account data to diagnose discrepancies, reconcile payments, and determine the correct course of action under federal tax regulations.
Used multiple internal data and case management systems to cross-reference account histories, identify root causes of filing or payment issues, and document structured resolution paths — developing a habit of evidence-based decision making in a high-stakes environment.
Translated dense regulatory requirements into plain-language guidance for business clients, reducing follow-up contacts and improving first-contact resolution — a core metric in service analytics.
Drove adoption of secure self-serve online portals by proactively walking clients through digital tools, contributing to a measurable reduction in repeat inbound inquiries.
Operated within strict federal privacy and data protection frameworks (handling sensitive financial, personal, and business information), building a strong foundation in compliance-aware data handling.
Applied consistent analytical judgment to flag unusual account patterns and escalate cases appropriately, demonstrating the kind of structured thinking that translates directly into data quality and anomaly-detection work.

Problem SolvingAccount ReconciliationData AnalysisRegulatory Compliance

Toronto transit commission (ttc)

Transit Operator

Jun 2021 – Sep 2022 · 1 yr 3 mos · Toronto, Ontario, Canada · On-site

Delivered real-time customer communication across a diverse ridership, synthesizing live service disruption information and translating it into clear, actionable guidance — a form of rapid data interpretation under time pressure.
Supported passengers with accessibility needs, applying customer-centric empathy and process adherence to ensure a consistent, safe service experience.
De-escalated high-stress situations by staying calm, gathering context quickly, and identifying the fastest path to resolution — skills that map directly to stakeholder communication in analytics environments.
Maintained situational awareness across changing conditions, developing strong instincts for identifying when patterns in a situation signalled a need for a different approach.

Customer ServiceCustomer ExperienceCustomer SupportCommunication

Rogers communications

Customer Service Consultant

Dec 2018 – Dec 2020 · 2 yrs · Pickering, Ontario, Canada · On-site

Delivered end-to-end customer support via phone and live chat, consistently achieving high first-call resolution by diagnosing account issues using billing data, usage history, and account notes before proposing solutions.
Analysed customer account profiles and spending patterns to recommend plans and features that genuinely matched their needs — an applied form of customer segmentation and needs-based analysis.
Retained at-risk customers by identifying dissatisfaction signals early, proposing tailored solutions, and documenting outcomes — building pattern recognition around churn risk that directly informs customer analytics work.
Maintained real-time CRM updates, ticket tracking, and follow-through discipline, ensuring data integrity across every interaction and reducing downstream errors for the operations team.

Customer RetentionData IntegrityCustomer SupportData Analysis

Rbc

Banking Advisor

Jan 2016 – Jul 2017 · 1 yr 6 mos · Mississauga, Ontario, Canada · On-site

Used Salesforce CRM to manage customer interactions, maintain accurate service records, and track product recommendations — gaining hands-on experience with one of the most widely used CRM platforms in enterprise analytics environments.
Applied customer financial data (spending patterns, credit history, existing products) to match clients with appropriate credit cards, lines of credit, and lending solutions — an early, practical form of data-driven recommendation work.
Drove digital channel adoption by guiding clients through online and mobile banking features, translating technical capability into customer-facing value — strong preparation for change management in analytics tool rollouts.
Managed sensitive financial accounts including vehicle loans and mortgages, maintaining strict accuracy and compliance standards while navigating upsell and cross-sell conversations with empathy.
Developed a strong foundation in financial services data environments: account structures, payment flows, credit products, and the regulatory landscape that governs how data can and cannot be used.

Customer SupportCustomer ExperienceFinancial Analysis