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Nam Tran, Cpm Email & Phone Number
Senior Technical Account Manager
at
Lead
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Senior Technical Account Manager
Location
San Diego, California, United States
Company size
Who is Nam Tran, Cpm? Overview
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Quick answer
Nam Tran, Cpm is listed as Senior Technical Account Manager at Lead, a company with 3 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Nam Tran, Cpm.
Nam Tran, Cpm previously worked as Bank and Customer Success Director at Synctera and Senior Client Services Manager at Fis. Nam Tran, Cpm holds Bachelor Of Science - Bs, Business-Human Resources Management from Western Governors University.
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Email format at Lead
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Lead
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Profile bio
About Nam Tran, Cpm
Dynamic Customer Success and Relationship Management professional with over 15 years of experience in banking and financial services. I'm passionate about delivering innovative solutions that meet the needs of diverse and complex clients. I am a Certified Product Manager (AIPMM) with a strong background in API-based and payment systems integrations, with an expertise in working with institutional clients in Fintech and Digital Assets. Throughout my career, I have successfully launched several products and services that are customized to our client needs, such as intrabank payments, ACH programs, and API payment integrations. I have also created a customer feedback funnel that serves as a formal input for product initiatives, enhancing customer satisfaction and retention. Some of my key achievements include scaling customer integrations to over $1T in payment volumes, and developing and delivering complex payment systems integrations. I leverage my skills in customer success, strategic account management, and customer relationship management (CRM) to deliver results and value for clients and strategic partners.
Current workplace
Nam Tran, Cpm's current company
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Lead
13 roles
Nam Tran, Cpm work experience
A career timeline built from the work history available for this profile.
Bank And Customer Success Director
Current
Nov 2024 - Present
Senior Client Services Manager
May 2024 - Nov 2024
Svp Head Of Customer Success And Product Development
Lead Relationship Management, Customer Success, and Product Development functions for Global Banking Division
May 2023 - May 2024
Director Of Client Solutions
-Led Client Solutions team responsible for generating revenue through API-based and complex payment systems integrations. -Exceeded revenue and payment volume goals for multiple payment channels, including wires, ACH, and intrabank transfers.-Developed and delivered several products and services customized to client needs.-Created customer feedback funnel.
Nov 2022 - May 2023
Client Integrations Manager
-Founding member of Client Integrations team-Technical Customer Success Manager responsible for E2E client experience, from initial prospecting through post-launch customer success.-Scaled customer integrations for intrabank payments volume to over $1B.-Launched ACH program that generated 7+ figures in ARR.
Dec 2019 - Nov 2022
Vp Private Client Services
-Led team of Private Client Managers that served as Customer Success Managers for most critical 20% of client relationships.
Mar 2019 - Dec 2019
Private Client Manager
-Founding member of Private Client Management team (Customer Success team).-Managed client relationships from initial onboarding and document review through account activation and ongoing customer success.-Served as primary point of contact for clients’ day-to-day banking and payments needs.
Nov 2017 - Mar 2019
Financial Center Manager
-Managed a team of client service representatives, sales and service specialists, and relationship managers in a financial center serving consumer and small business clients.-Responsible for P&L and exceeding sales and service quotas.-Indirect management of multiple cross functional business partners, including mortgage, wealth management, and small.
Aug 2016 - Nov 2017
Financial Center Operations Manager
Oct 2012 - Aug 2016
Operations Specialist
Apr 2011 - Oct 2012
Sales And Service Specialist
Sep 2010 - Apr 2011
Client Services Representative
Oct 2009 - Sep 2010
Team & coworkers
Colleagues at Lead
Other employees you can reach at synctera.com. View company contacts for 3 employees →
GK
Greg Keenan
Colleague at Lead
Boston, Massachusetts, United States, United States
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ZS
Zahra Shabannezhad Almani
Colleague at Lead
Waterloo, Ontario, Canada, Canada
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SB
Shawna Breslin
Colleague at Lead
San Francisco, California, United States, United States
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KD
Kayla Delaney, Cams
Colleague at Lead
Bellevue, Nebraska, United States, United States
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CB
Carter Bourette
Colleague at Lead
Canada, Canada
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DM
Diandra Markandu, Cpa
Colleague at Lead
Calgary, Alberta, Canada, Canada
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MK
Manisha K
Colleague at Lead
United States, United States
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NM
Natalie Melone
Colleague at Lead
Fredericksburg, Virginia, United States, United States
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LG
Laura Galeon
Colleague at Lead
United States, United States
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MB
Mary Bolen
Colleague at Lead
Wilmington, North Carolina, United States, United States
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Greg Keenan
Colleague at Lead
Boston, Massachusetts, United States, United States
View →
ZS
Zahra Shabannezhad Almani
Colleague at Lead
Waterloo, Ontario, Canada, Canada
View →
SB
Shawna Breslin
Colleague at Lead
San Francisco, California, United States, United States
View →
KD
Kayla Delaney, Cams
Colleague at Lead
Bellevue, Nebraska, United States, United States
View →
CB
Carter Bourette
Colleague at Lead
Canada, Canada
View →
DM
Diandra Markandu, Cpa
Colleague at Lead
Calgary, Alberta, Canada, Canada
View →
MK
Manisha K
Colleague at Lead
United States, United States
View →
NM
Natalie Melone
Colleague at Lead
Fredericksburg, Virginia, United States, United States
View →
LG
Laura Galeon
Colleague at Lead
United States, United States
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MB
Mary Bolen
Colleague at Lead
Wilmington, North Carolina, United States, United States
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1 education record
Nam Tran, Cpm education
FAQ
Frequently asked questions about Nam Tran, Cpm
Quick answers generated from the profile data available on this page.
What company does Nam Tran, Cpm work for?
Nam Tran, Cpm works for Lead.
What is Nam Tran, Cpm's role at Lead?
Nam Tran, Cpm is listed as Senior Technical Account Manager at Lead.
Where is Nam Tran, Cpm based?
Nam Tran, Cpm is based in San Diego, California, United States while working with Lead.
What companies has Nam Tran, Cpm worked for?
Nam Tran, Cpm has worked for Lead, Synctera, Fis, United Texas Bank Dallas, and Silvergate Bank.
Who are Nam Tran, Cpm's colleagues at Lead?
Nam Tran, Cpm's colleagues at Lead include Greg Keenan, Zahra Shabannezhad Almani, Shawna Breslin, Kayla Delaney, Cams, and Carter Bourette.
How can I contact Nam Tran, Cpm?
You can use AeroLeads to view verified contact signals for Nam Tran, Cpm at Lead, including work email, phone, and LinkedIn data when available.
What schools did Nam Tran, Cpm attend?
Nam Tran, Cpm holds Bachelor Of Science - Bs, Business-Human Resources Management from Western Governors University.
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