Patrick Chang Email & Phone Number

New York, NY, US

New York, New York, United States

• PROJECT MANAGEMENT | CUSTOMER SUCCESS MANAGEMENT | CONSULTATIVE SELLINGCONSULTING SERVICES | SALES MANAGEMENT LIFECYCLE | STAKEHOLDER ENGAGEMENT
• Lead the creation and execution of tailored customer success strategies to ensure high-level client satisfaction and long-term retention for strategic accounts worth $6M+ each.
• Manage $15M book of business with a 97%+ renewal rate, consistently exceeding yearly quotas by approximately 325%.
• Support Fortune 500 clients, including Verizon, Liberty Mutual, Accenture, Mastercard, and LL Bean, with proactive guidance and support to maximize the value of organization products and services.
• Established and globally expanded a robust staff onboarding program across the USA, Mexico, and EMEA.
• Serve as a long-term customer relationship manager and product expert, driving renewal and expansion of XM programs.

New York, New York, United States

• CLIENT ACQUISITION & RETENTION | BUSINESS DEVELOPMENT | ACCOUNT MANAGEMENT HIGH NET-WORTH CUSTOMER MANAGEMENT | VENDOR MANAGEMENT
• Assume a highly-visible customer experience and client success management position, aligning customer needs with business requirements, thus achieving mutual-beneficial outcomes.
• Implement account management best practices while managing the largest Fortune 500 organization accounts, including McCormick, AMD, and MetLife as well as various government entities.
• Serve as an active member of the business development team, leveraging advanced sales expertise across multiple departments while maintaining a large business book in an efficient manner.
• Oversee all aspects of inbound/outbound client engagement, acquisition, and retention while managing high net-worth customers, thus improving the overall client experience.
• Liaise with the director and project team, analyzing existing processes and providing experience-based insights to develop program strategy in alignment with stakeholder requirements.

New York, New York, United States

• ACCOUNT MANAGEMENT | CLIENT RELATIONSHIP DEVELOPMENT | BUSINESS DEVELOPMENTCONTRACT NEGOTIATIONS | RESEARCH & ANALYSIS | DIGITAL OUTREACH | ISSUE RESOLUTION
• Acquired and retained new business, on-boarding Fortune 500 organization accounts, along with identifying client business objectives and project goals to formulate customized solutions in alignment with specifications.
• Retained long-term relations with Fortune 500 clientele, including Georgia Pacific, Ralph Lauren, Enterprise, and Vanguard while managing ($3.5M+) in combined contracts.
• Enhanced sales via up-selling and cross-selling ($300K+) involving multiple products and services.
• Served as a main account lead for delivering client consultations, securing (95%) client retention and year-over-year success through achieving win-win agreements.
• Developed long-lasting customer relationships, offering after-sales support, handling renewals, and following-up with clients to identify new potential business, thus securing multi-year contracts.

• OUTREACH CAMPAIGN DEVELOPMENT | NEW BUSINESS DEVELOPMENT | LOGISTICSSALES CYCLE MANAGEMENT | PARTNERSHIP DEVELOPMENT | VALUE OPTIMIZATION
• Exhibited innovative mindset in designing, implementing, and evaluating captivating outreach campaigns.
• Promoted new business development and coordinated logistics for the entire sales life cycle.
• Led diverse engagements with CXOs and VPs of client companies regarding strategic research partnerships.
• Optimized product value to fulfill existing market demand across multiple B2C and retail industries.
• Nurtured mutually beneficial relationships with cross-cultural clientele, executing effective sales strategies while positively influencing prospects by utilizing sales best practices.

New York, New York, United States

• CLIENT ONBOARDING | ACCOUNT MANAGEMENT | LEAD GENERATION | REVENUE GROWTHTRAINING & DEVELOPMENT | CUSTOMIZED REPORT DEVELOPMENT | USER INTERFACE
• Delivered customer-centered services, overseeing (300+) accounts and (2000+) contacts via Salesforce while generating leads for the sales team and yielding an additional ($100K) in sales revenue.
• Administered product training for (30+) clients per week; handled (40+) inquiries per day; drafted customized reports; and assisted software engineers in upgrading software to improve user interface (UI).
• Enhanced and optimized data collection from state and private sources, thus acquiring an (80%) validity increase in email addresses and phone numbers for database.
• Earned increased responsibilities and promotion based on performance excellence and a strong work ethic.
• Analyzed market needs and devised account strategies while effectively proposing new products to clients by utilizing data sources, along with identifying new business opportunities.

New York, New York, United States

• Gathered data using informational sources to meet specific project objectives as well as planned research methodologies while determining impactful trends and discrepancies.
• Effectively managed data using statistical analysis processes and project management techniques.

New York, New York, United States

• Researched and analyzed market trends to identify business development opportunities while supporting the creation and presentation of new ideas to add value to products, thus increasing sales and company revenue.

New York, New York, United States

• Drafted corrective action plans, processes, and procedures while coordinating documentation and administration, along with assisting researchers by leveraging industry best practices.

New York, New York, United States

• Analyzed client financial data insights to craft personalized strategies and promote customized experiences for clientele while implementing financial planning recommendations in alignment with expectations.