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 SaaS solutions. Focused on developing a vision for clients to maximize their usage of Slack’s tools, ensuring continuous improvement and adherence to best practices.• 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 expertise in software development, consulting, and problem-solving during solution architecture discussions.• 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 driven by market research, feedback loops, and a consultative approach to pricing.• 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 in managing stakeholder expectations and entrepreneurial approaches to sustain long-term partnerships.• 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 documentation, written reports, and dash performance summaries to key stakeholders on product performance and client health status.• 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 in churn rates.

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.• Utilized data-driven insights and Salesforce analytics tools to monitor user engagement, optimize customer journeys, and identify new opportunities for expansion and retention.• Provided ongoing customer support and issue resolution, ensuring high levels of satisfaction and quick problem-solving using Agile methodologies.

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). Delivered written reports on client status and developed strategic vision for each client to ensure long-term engagement, utilizing market research and forecasting to anticipate needs.• 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 and B2B expansion strategies to scale services and enhance product adoption.• 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 reports to deliver key insights on client performance and recommend continuous improvements.• 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 communication skills and interpersonal skills to address client concerns.• 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 classification, database management, and documentation skills in managing CRM systems and ensuring data integrity.• Product Demos & Presentations: Delivered in-depth product demos and created Proof of Concept (POC) projects tailored to client-specific challenges, contributing to a 15% increase in product adoption rates.

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.• Developed strategic business development initiatives by identifying potential cross-sell and upsell opportunities within existing accounts, driving a 5% boost in overall revenue.• Negotiated contract terms and structured financing deals to align with client business goals while ensuring adherence to Bajaj Finance’s risk and credit policies.• Led training sessions for junior account managers, focusing on financial product knowledge, client-facing management, and long-term client retention.

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

Bachelor Of Engineering - Be, Information Technology, 3.8