Binh L. Email & Phone Number

Chicago, Il, Us

Schaumburg, Il, Us

• Owning the relationship journey process though check-ins with customers regularly to develop an open line of communication to hear and address customer concerns promptly.•Identify upsell opportunities while working closely with the client during the onboarding process and ensuring the product adoption goes smoothly.• Troubleshoot issues and offer best practices for maximizing a product or service offering.• Understand customer needs to provide a personalized experience for each client and address and changes to improve the overall customer experience.• Provide guidance and support to junior team members during training sessions.

Schaumburg, Il, Us

• Develop and present a customized implementation strategy—including kickoff calls, training sessions, technical setups, and Q&A discussions—that ensures successful adoption. Coordinate with all project stakeholders and clearly communicate a unified vision for success.•Conduct engaging training sessions, provide online resources, and create relevant documentation to help customers understand the value of Plansmith Products and Services.• Work together with cross-functional teams, such as Sales, Programming, and Design & Integration, to pinpoint customer training and knowledge needs, while optimizing implementation and onboarding processes.•Develop deep expertise in Plansmith Software to provide customers with effective guidance on setup, software installation, onboarding training, e-learning best practices, and additional cross-selling opportunities.

Chicago, Illinois, Us

•Focused on enhancing performance and professional growth for team members by providing one-on-one shadow coaching, engaging team-building activities, and regular monthly coaching reviews to strengthen interpersonal skills.•Managed a portfolio of over 75 high-value consumer and business clients, fostering and sustaining key relationships to enhance both new and existing revenue streams.•Proactively monitored branch performance and shared results in weekly managerial meetings using Salesforce Reports Generator, ensuring alignment with our mission and achievement of set targets.•Regularly conducted thorough organizational audits, promptly reporting potential issues or irregular activities through the appropriate channels to effectively mitigate and manage risk.•Consistently performed SWOT analyses and evaluated market conditions to identify industry trends, effectively educating the team on product and service positioning.•Acted as the main liaison for all escalated client matters, successfully resolving 95% of cases.

Chicago, Illinois, Us

•Delivered a top-notch client experience by assessing needs and fostering strong relationships, recommending the best products and services to meet both immediate and long-term goals.•Boosted client retention and net promoter score (NPS) by implementing the 6-in-6 follow-up method, maintaining regular communication with customers to uphold the brand's reputation for quality service.•Served as the primary contact for 50-75 consumer clients, ensuring consistent support and communication.•Collaborated with the Chamber of Commerce to strengthen community partnerships and build relationships with local stakeholders, expanding the pipeline of potential customers.•Regularly achieved and exceeded internal performance benchmarks by employing strategic methods to surpass enterprise targets set by the Market President.•Acknowledged as a Touchpoint Sales & Service (TPSS) Super User for offering prompt support to neighboring markets and ensuring the team stayed updated on best practices.•Acted as a member of the Bank Conversion Team, leading on-site support services for banks undergoing acquisitions and facilitating a smooth transition.

Minneapolis, Mn, Us

Bachelor Of Science (Bs), Business Management - International Business Concentration

Education record

Bachelor'S Degree, Business Administration And Management

Bachelor'S Degree, Business Administration And Management, General