Fahd Azmat

Sales & Customer Success | Driving Scalable Fintech and SaaS Revenue Growth | Buy-Side/Sell-Side Expertise | Portfolio Growth | Financial Markets

Burlington, Ontario, Canada

About

👋 I’m Fahd Azmat, a Toronto-based Customer Success and Sales leader with 9+ years of experience. I’ve worked across the full spectrum from startups and mid-market firms to Fortune 500 companies within the FinTech and SaaS space. I specialize in accelerating ARR/MRR, boosting NRR, and translating technical products into real business value. I’m passionate about leveraging AI to uncover client insights, automate workflows, and scale customer engagement. At Stratifi.com, I drive strategic growth and elevate client relationships to new heights. Managing strategic accounts worth over $2M in ARR, driving a 30% increase in upsells, and exceeding quarterly sales targets by 25%. This led to a surge in client satisfaction, with CSAT jumping from 90% to a stellar 98%, while reducing churn by 10%. Embarking on a transformative journey, I've reshaped churn rates and propelled upsell revenues, weaving compelling customer stories. Within Salesforce, I collaborated with the Sales, Marketing, and Business Systems teams at S&P Global, engineering an inbound sales pipeline that orchestrated a $255K (USD) revenue surge in 18 months. Our collaborative efforts continued with 30+ demos, retaining 9 major clients and preventing cancellations of $200K (USD). 💸 Are you eager for transformative results at your company? Connect with me to explore how we can redefine your industry narrative! Email me at [email protected]📧

Experience

  • Senior Customer Success Manager at S&P Global
    Apr 2026 - Present · 3 mos

  • Strategic Account Manager at StratiFi Technologies Inc
    Feb 2025 - Apr 2026 · 1 yr 3 mos

    As a Strategic Account Manager at Stratifi, I lead high-value client relationships and drive revenue growth within the FinTech and SaaS space. I manage a portfolio of strategic accounts generating over $2M in annual recurring revenue (ARR), with a strong focus on account expansion and retention. ❇️ Grew upsell revenue by 30% through consultative selling and deep product alignment ❇️ Consistently exceeded quarterly sales targets by 25% through strategic account planning ❇️ Enhanced client satisfaction, increasing CSAT from 90% to 98% ❇️ Reduced client churn by 10% by proactively addressing needs and delivering tailored solutions ❇️ Collaborated cross-functionally with product and customer success teams to ensure alignment and adoption ❇️ Leveraged Buy-Side expertise to better understand client needs, optimize investment strategies, and deliver impactful solutions ❇️ This role blends relationship management with data-driven decision-making, enabling long-term client success and sustainable revenue growth.

  • Customer Success Lead at Upwork
    Jun 2023 - Apr 2026 · 2 yrs 11 mos

  • Lead Customer Success Advisor at innRoad
    Jun 2022 - Jun 2023 · 1 yr 1 mo

    ❇️Revamped InnRoad's customer success processes, optimizing onboarding, training, post-sales, and proactive engagement, yielding a 20% increase in the customer base located in London and EMEA. ❇️Directed the strategic global expansion of a team from 8 to 24 across key regions (India, US, Philippines, Brazil, and Argentina), overseeing hiring, training, and managing performance while managing $7.5 M in annual revenue and defining OKRs, including net new revenue, up-sell/cross-sell revenue, etc. ❇️Managed a 24/7 helpline handling 150 calls and 700 tickets daily, propelling CSAT from 81% to 96.7%, while slashing churn from 40% to 9% ❇️Rewamped client survey forms, achieving a robust 60% return rate. Utilized insights to enhance UATs, and FAQ documentation, and develop a comprehensive Knowledge Base with 1200 articles for client support.

  • S&P Global (Full-time · 6 yrs 2 mos)
    • Manager Client Services, S&P Global
      Oct 2021 - Jun 2022 · 9 mos

      ❇️Transformed customer success, scaling the team from 6 to 55 in 4 years, managing 60%+ global workflow. Managed the 18-month Career Development Program, fostering internal talent for UAT, Product, Financial Modeling, Expansion, and Relationship Management, achieving a remarkable 90%+employee retention rate. ✨ Nominated"Manager of the Quarter" (Q1, 2022) for exceptional leadership, driving outstanding team performance.

    • Assistant Manager Client Services, S&P Global
      Mar 2019 - Oct 2021 · 2 yrs 8 mos

      ❇️Engineered an inbound sales pipeline management process within Salesforce CRM, enabling Client Services to tag Account Managers to convert warm leads driving revenue growth of $255K (USD) within 18 months. ❇️Collaborated with Account Management and Sales teams to deliver 30+ product demos, successfully retaining 9 major clients and preventing cancellations totaling $200K (USD) in revenue.

    • Senior Associate Client Services, S&P Global
      Mar 2018 - Feb 2019 · 1 yr

      ❇️Transformed client decision-making for Investment Banks and Private Equity firms, seamlessly integrating financial and research data. Led the development of usage reporting methodologies, focusing on optimizing efficiency and improving insights. ❇️Mentored a high-performing team of 7, meticulously monitoring and enhancing their quantitative and qualitative prowess, with an adept command of MI & CIQ platforms, Salesforce.com, and cutting-edge industry knowledge. ✨Handpicked as a strategic leader to lead the migration of clients from Capital IQ to Capital IQ Pro(Market Intelligence) as part of the "𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐞 𝐑𝐨𝐭𝐚𝐭𝐢𝐨𝐧 𝐏𝐫𝐨𝐠𝐫𝐚𝐦," showcasing my role as a catalyst in navigating critical transitions.