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Lucy L. Email & Phone Number
Client Success Manager
at
AdvizorPro
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Success Manager
Location
United States, United States, United States
Who is Lucy L.? Overview
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Quick answer
Lucy L. is listed as Client Success Manager at AdvizorPro, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Lucy L..
Lucy L. previously worked as Customer Success Operations Manager II at Revenue Analytics, Inc. and Manager, Client & Business Development at Alvarez & Marsal. Lucy L. holds Bs, Marketing from University Of Pittsburgh.
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AdvizorPro
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Profile bio
About Lucy L.
Specialties: Fluent in Cantonese, Conversational in Mandarin
Current workplace
Lucy L.'s current company
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13 roles
Lucy L. work experience
A career timeline built from the work history available for this profile.
Customer Success Operations Manager Ii
Current
Mar 2024 - Present
Manager, Client & Business Development
Supported A&M's global Tax Practice's strategic growth vision and go-to-market strategy by working closely with practice leadership and my team. Acted as a trusted advisor to the Tax Practice on client and business development, practice development, success stories, and pitches.
Oct 2023 - Mar 2024
Manager, Client Education And Experience
Led client education initiatives to bring scalable educational solutions across the organization, contributing to client satisfaction, retention, and renewal rates.
Aug 2021 - Oct 2023
Client Education Enablement Lead
Feb 2021 - Aug 2021
Senior Client Education Analyst
Developed, managed, and evaluated on-demand and live regional scalable education solutions
May 2018 - Feb 2021
Omni Client Service Analyst - Technical Lead
Worked daily with software development teams to assess changes in code and test that the production environment is performing as expectedWorked daily with software development teams to confirm changes to system, provide feedback on workflow, and ensure all scenarios were accounted forWorked across teams to create automated standardized communications for.
Sep 2017 - May 2018
Omni Client Service Analyst
Performed client implementations and served as a main point of contact for ongoing support for a SaaS solution that takes non-compliant source data and standardizes it for consultant database populationLed onboarding for new clients as well as existing clients with new contacts using SalesForce Created client-facing documents as training resources for new.
Apr 2015 - Sep 2017
Trading Support Analyst
Provided functional support for all customer requests on Fidessa’s multi-asset product range via phone, chat, and email channelsTrained new and existing users on Fidessa equities trading and risk management platformResolved 90% of issues independently and liaised with specialist groups to ensure fast resolution of issuesPerformed business tests after.
Aug 2014 - Apr 2015
First-Line Support Analyst
Acted as the liaison between clients and Fidessa’s technical support staff ensuring that production support issues were effectively tracked and directed to the appropriate specialists.Delegated client issues to the appropriate product support team by quickly identifying client needs via phone and emailMonitored the health of Fidessa’s globally distributed.
Mar 2011 - Aug 2014
Customer Support Team
Supported Ariba's Sourcing and Procurement software.Successfully documented all requests through the Customer Relationship Management system while adhering to all documented proceduresResolved at least 80% of issues without escalationsProvided inbound and outbound functional support for Ariba’s Procurement and Spend Management software, both internally and.
May 2010 - Feb 2011
Marketing Representative Intern
Mar 2009 - May 2009
English Teacher
Shanghai Migrant School
Taught English to 40-6th graders who were children of local migrant workersMade and carried out weekly English lesson plans for 5 weeks
Mar 2009 - Apr 2009
2 education records
Lucy L. education
Bs, Marketing
University Of Pittsburgh
Study Abroad Opportunity, Business
East China Normal University
FAQ
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Quick answers generated from the profile data available on this page.
What company does Lucy L. work for?
Lucy L. works for AdvizorPro.
What is Lucy L.'s role at AdvizorPro?
Lucy L. is listed as Client Success Manager at AdvizorPro.
Where is Lucy L. based?
Lucy L. is based in United States, United States, United States while working with AdvizorPro.
What companies has Lucy L. worked for?
Lucy L. has worked for Advizorpro, Revenue Analytics, Inc., Alvarez & Marsal, Nasdaq, and Nasdaq Evestment.
How can I contact Lucy L.?
You can use AeroLeads to view verified contact signals for Lucy L. at AdvizorPro, including work email, phone, and LinkedIn data when available.
What schools did Lucy L. attend?
Lucy L. holds Bs, Marketing from University Of Pittsburgh.
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