Tim Chin Email & Phone Number

San Francisco, CA, US

• Achieved personal goal of an average of 83% GRR goal for 9 of 10 quarters and at 15+ EBRs each quarter
• Managed approximately $5M book of business annually while partnering with Enterprise and Mid-Market account executives to promote land-and-expand motions
• Partnered cross-functionally with Deal Desk, Legal, Sales Engineering, and Sales leaders on growing pilot groups of 21-100 licenses into larger organizational-wide contractsFY2023 Achievements / Awards:
• CS Retention Impact award - achieved the highest average GRR% in the fiscal year President’s Club Honors - awarded to the highest performing CSM on the team based on highest combination of GRR and upsell revenue

San Francisco, CA, US

• Achieved personal goal of an average of 82% GRR for 7 consecutive quarters and goal of 10 EBRs each quarter
• Closed $800K+ in mid-cycle upsells and a total of $1.5M revenue, ensuring at least 93% renewal opportunities closed at or before contract expiration date
• Launched an expansion/growth playbook primarily focusing on working efficiently with account executives and connecting with executive sponsors to generate upsell and expansion during both the mid-cycle and renewal.
• Results Driven award - created new tactics and playbooks on how to drive expansion & upsell within the Enterprise segment

San Francisco, California, US

• Managed a team of 7 Customer Success Managers (CSMs) with a combined book of business totaling $13M revenue
• Introduced and piloted Matik to the Customer Success (CS) team to create efficiencies and lowered CSMs’ slide deck turnaround time from 45 to 15 minutes
• Created and maintained Confluence pages within the Customer Success wiki to consolidate workflows and processes
• Oversaw an enterprise book of business with a total of $1.3M in revenue over 75%+ usage, 100% retention rate, a 55 Net Promoter Score (NPS), and completed 90% of Quarterly Business Reviews (QBRs), meeting individual.
• Formed a training program for new hires consisting of the “Three Pillars” exams focusing on platform/product, industry and CS knowledge, facilitated weekly meetings with different members of the team, and created.
• Conducted various team-building activities through GatherTown, a virtual remote workspace that helped promote and improve CS team culture within a fully-remote working environment

San Francisco, California, US

• Managed 30+ enterprise clients with a book of business totaling $1.8M revenue, 95% and an average of 45 NPS
• Completed 95% of QBRs which met the team and individual goals for two consecutive quarters
• Lead weekly Office Hours to CSMs, Implementation Managers, and Support reps to discuss processes, platform features and complexities, overcoming objections on client calls, and identifying at-risk clients
• Provided platform trainings, Q&As with admins and end users, and usage campaigns to increase client usage/adoption up 50%

San Francisco, California, US

• Acquired by Applied Systems, Inc. (January 2020)
• Maintained 50%+ usage, 90% retention rate and NPS of 35+ for book of business consisting of mid-market to enterprise clients with a total of $1.2M in revenue
• Navigated clients throughout the entire contract lifecycle including onboarding, training, quarterly check-in, renewal, and potential upsell opportunities
• Improved processes and communication between the Customer Success team and other teams (Product, Engineering, Sales, and Design) that resulted in higher transparency during each product release cycle

Global, US

• Serviced 40 clients’ global property & casualty insurance programs for a Private Equity book of business totaling $10M
• Devised marketing strategies with the domestic property & casualty and management liability teams that resulted in 90% retention at renewal

Chicago, IL, US

• Resolved clients’ daily inquiries regarding policy coverages, policy-change endorsements, and exposure data
• Invoiced endorsements and renewals for Property & Casualty and Executive Liability full-term and short-term policiesIssued Certificate of Liability and Property Insurance and AutoID cards to clients along with policy.

Chicago, IL, US

• Issued Certificate of Liability and Property Insurance and AutoID cards to clients along with policy issuance and filing
• Handled clients’ accounts receivables and internal accounting resolution
• Reported claims for clients with regards to General Liability, Property, Workers Compensation and Automobile incidents

Sacramento, California, US

• Conduct economic, fundamental and risk analysis for a $425,000 large cap portfolio on behalf of University Enterprises Endowment
• Utilize financial models, ratio analyses, sector outlooks, and equity valuations and in process of preparing buy and sell recommendations to the fund’s voting board for the Healthcare Sector
• Lead a team of security analysts and interns on stock screening, valuation models, and competitive ratio analysis

Milwaukee, WI, US

• Devised marketing strategies to aid full-time financial representatives with networking to qualified prospects
• Advised potential clients on life insurance, disability income insurance, long-term care insurance, and investments
• Executed personalized plans for clients that represented specific methods to reaching financial goals best suited to their needs
• Attained Life, Accident, and Health licenses upon completion of assigned coursework from the California Department of Insurance

• Evaluated case notes for major criminal trials at the Yolo County Superior Court of California
• Co-authored 8 articles for the People’s Vanguard of Davis covering high profile criminal cases
• Facilitated set-up and providing of refreshments for the audience and participants of the community panel discussion at the Holy Cross Church Auditorium concerning anti-gang laws and Latino discrimination
• Directed and supervised interns during trials and constructed follow-up articles for each case

Bachelor Of Science - Bs, Business Administration: Finance, Minor: Risk Management

Education record

Education record