Mandy Pham Email & Phone Number

San Francisco, California, US

San Francisco, California, US

San Francisco, California, US

• Deliver 1:1 consultative engagements to support customer onboarding and product adoption
• Help customers define their business goals and objectives as well as map their goals to product functionality and metrics
• Collaborate with account teams to gain insights on accounts, create buy-in and connect customers to the best resources
• Manage an ongoing queue of 30+ engagements in various stages on a daily basis
• Review customer progress through quarterly check-in reviews

San Francisco, California, US

San Francisco, California, US

• Inspired customers to accelerate specific business initiatives and adoption by promoting best practices that support short-term success and long-term business goals
• Facilitated customer meetings by delivering cloud-specific Expert Coaching Sessions that were targeted at all levels of an organization, tailoring presentations to meet customer’s needs and producing quantifiable.
• Identified and proactively managed risk to mitigate attrition, increase customer adoption, drive growth and improve overall business value.✔ Passed the Salesforce Sales Cloud Consultant Certification on the first.

San Francisco, California, US

• Accurately answer and solve complex technical questions and problems as well as suggest appropriate workarounds
• Resolve customer service issues and skillfully manage complex customer service problems while managing customers’ expectations and experience in a way that results in high customer satisfaction
• Develop and maintain technical expertise in assigned areas of product functionality and utilize that expertise effectively to assist customers and collaborate with teammates
• Act as the frontline for cases that come to the CRM Configuration Team on a daily basis as well as manage case volume to prevent management escalations, low CSATs and maintain the morale of the team during high volume.

Seattle, Washington, US

• Act as a primary point of contact (via oral or written communication) for a dedicated portfolio of clients in order to manage and grow account
• Perform customer product training ensuring strong adoption and ongoing engagement throughout the customer’s lifetime
• Manage the renewal and upgrade process with each assigned account
• Serve as the subject matter expert, promptly and accurately providing guidance and addressing any critical situations
• Provide expert customer insight to leadership team on what innovation and continuous improvement is needed in the user experience, product and customer engagement processes that ensure rapid adoption, usage velocity.

Seattle, Washington, US

• Generated and qualified potential clients from sources including: internet research, marketing campaigns, trade shows, newsletter subscriber lists, attendee lists, groups, and networking events
• Prospected new business opportunities by leveraging personal networks with potential and current clients
• Guided potential clients through needs analysis and discovery sessions to drive new opportunities
• Established valid appointments for discovery calls and demos with Business Development Managers and Directors
• Worked in close partnership with Business Development Managers and Directors, as well as the Inside Sales Lead, Inside Sales Manager and/or VP of Sales to develop appropriate sales and discovery strategies and tactics

Seattle, WA, US

• Accepted, rejected, and/or modified new business and renewal business for personal lines policyholders
• Involved in risk management to determine the appropriate rate and market for each policyholder to maximize profitability and growth
• Marketed company products and services to the agents and kept agents up-to-date with underwriting and/or product changes through written and verbal communication

Milwaukee, WI, US

• Built and maintained relationships with clients by providing expert guidance in financial planning and saving strategies
• Created innovative communication techniques to reach out to clients and the community
• Developed financial plans and solutions to ensure clients reach their financial goals
• Attended daily mentor and training meetings to enhance skills and knowledge of various financial products

Spokane, WA, US

• Worked with department staff members to maintain effective organization of photos through Flickr.
• Designed presentations with PhotoStory, PowerPoint and Photoshop for various GU departments and faculty members, such as President Thayne McCulloh.
• Participated in the development of advertisements including annual web and local ad campaigns
• Assisted in executing internal and external events, including conferences and parties

Business Administration, Marketing And Finance

Marketing And Finance