Shoubhik Roy

Shoubhik Roy is a Customer Success Analyst at Klue, where responsibilities include setting up and troubleshooting SSO and Salesforce integrations, analyzing data reports via BigQuery, and providing client support. Prior experience includes roles at Scotiabank as a Private Banking Associate and Financial Advisor, where Shoubhik assisted bankers across Western Canada and managed client portfolios. Prior to Scotiabank, positions at CIBC involved client communication and financial services. Educational qualifications include a Bachelor of Management from The University of British Columbia and a Diploma in Investments and Securities from the Canadian Securities Institute, among other certifications.