Tan(May)Ee P. Email & Phone Number

San Francisco, CA, US

California, United States

• Enterprise Account Strategy: Managed a portfolio of 30+ large-scale enterprise clients leveraging Salesforce Sales Cloud and Service Cloud to drive client-facing customer retention and revenue growth through tailored.
• Technical Solution Selling: Identified and mapped Slack and Salesforce products to specific client needs, integrating with third-party systems to provide seamless workflows and enhance overall efficiency. Demonstrated.
• Customer Success Initiatives: Spearheaded customer success strategies that resulted in a 20% increase in upsell opportunities and an 18% boost in cross-sell rates within the first six months. These initiatives were.
• Stakeholder Engagement: Established and maintained strong relationships with C-level executives and key decisionmakers, ensuring alignment on client objectives and delivering exceptional value. Demonstrated leadership.
• Product Demonstrations & Proof of Concepts (POCs): Led tailored product demonstrations and managed POCs to solve client-specific challenges, facilitating quicker adoption and smoother implementation. Provided.
• Data-Driven Insights: Utilized Salesforce Analytics, Microsoft Excel, and other data processing tools to track client engagement, monitor health scores, and identify growth opportunities contributing to a 10% reduction.

California (Remote)

• Business Development Manager (User Acquisition), Sofvie Inc. 01/2023 – 12/2023, California
• Spearheaded enterprise account management and user acquisition strategies, driving customer success and expanding user bases through targeted CRM campaigns and solution selling.
• Led technical solution selling initiatives, customizing Salesforce products to meet client-specific business and technical needs, including integrations with third-party systems and security enhancements.
• Drove strategic planning and business development for large-scale enterprise accounts, focusing on customer retention, upsell opportunities, and revenue growth.
• Negotiated complex contracts with enterprise clients, balancing customer needs with business objectives to secure winwin outcomes.
• Collaborated with internal cross-functional teams (Product, Engineering, Customer Success) to address unique client requirements and drive continuous product enhancements.

India

• Sr. Manager, Adobe 06/2020 – 07/2022, India
• Enterprise Account Management: Directed strategic account management for 40+ enterprise clients, focusing on maximizing retention and driving growth through effective CRM utilization (Salesforce, HubSpot, Zoho)..
• Customer Success & Expansion: Developed and executed customer success strategies that increased revenue by 22% through identifying upsell and cross-sell opportunities and managing renewal processes. Led sales pipeline.
• Data-Driven Decision Making:Analyzed client usage data and engagement metrics, leveraging insights to recommend optimizations that improved client satisfaction by 30%. Utilized Excel, Microsoft Office, and Salesforce.
• Cross-Functional Collaboration: Collaborated with Sales, Marketing, and Product teams to launch new initiatives, resulting in an 18% improvement in client engagement and a 10% reduction in issue resolution time. Used.
• CRM Administration & Analytics: Configured workflows, managed user roles, and customized dashboards within various CRM systems to streamline internal processes and enhance client service delivery. Demonstrated strong.

• Business Development Manager/Account Specialist, Bajaj Finance 06/2019 – 06/2020, India
• Managed a portfolio of mid-market financial clients, optimizing loan portfolios and driving client acquisition, resulting in a 12% increase in business development leads.
• Conducted financial analysis to identify key growth areas in lending, personal loans, and insurance products, contributing to a 15% increase in revenue.
• Collaborated with cross-functional teams to enhance the customer onboarding process, reducing turnaround time by 20% and improving client satisfaction.
• Analyzed client credit profiles and tailored financial solutions including personal and SME loans to meet customer needs, leading to a 10% improvement in loan disbursement rates.
• Utilized CRM tools like Salesforce to streamline client management, track key performance indicators (KPIs), and ensure compliance with regulatory standards.

Masters In Business Analytics, Business Analytics |Marketing Analytics | Product Management |Product Growth

Bachelor Of Engineering - Be, Information Technology, 3.8