Anna Tseng
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Account Manager
Vancouver, British Columbia, Canada
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Résumé
Jobs
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- CCustomer Success ManagerApr 2024 - Current (2 years 7 months)
Account ExecutiveWishpond (TSXV:WISH)May 2023 - Aug 2023 (4 months)- Secured four major clients within the first two months by conducting thorough discovery sessions and positioning myself as a strategic partner for clients, demonstrating my ability to understand and meet the growth requirements of various businesses. - Collaborated with technical teams to ensure clients' requirements were translated into actionable project plans. This led to a 95% project success rate and increased client satisfaction scores. - Onboarded a significant account within the first month, resulting in nearly $80,000 in annual recurring revenue (ARR). Further upsold solutions post-deal closure to ensure the client's objectives were met.- Account ExecutiveBJK UniversityJan 2022 - May 2023 (1 year 5 months)- Developed a strategy to spearhead client engagement, conducting tailored demos and calls that led to new business acquisitions. Secured 6 top performance awards in 2022 through account plans and strategies. - Grew account portfolio by 40% in a year through a client-centric approach, building relationships, and ensuring the success of each client through personalized service. - Collaborated with 5+ cross-functional teams, emphasizing the importance of teamwork both within the company and with client accounts. - Conducted outbound sales campaigns that led to a 30% growth in new client acquisitions, focusing on discovery and pipeline management.
- AAccount ManagerMay 2021 - Jan 2022 (9 months)The leading sales and entrepreneur training platform and learning ecosystem headed by Canadian sales leader, Dan Lok. Winner of the $100k Closer Award and named to the Dan Lok Inner Circle, key accountabilities revolved around: - Acted as the main point of contact for key accounts, managing and prioritizing the needs of 20+ high-value clients, ensuring timely execution of deliverables. - Demonstrated by understanding and addressing client challenges, leading to a 15% increase in client retention. - Identified and capitalized on upsell opportunities in 30% of existing accounts, anticipating client needs and addressing potential roadblocks ahead of time. - Implemented a remote-first system for tracking and prioritizing tasks, resulting in a 2
- SSales Development RepresentativeNov 2020 - May 2021 (7 months)Identified and nurtured 150+ potential leads monthly for SMB and Mid-Market clients ensuring a robust pipeline for the sales team and converting up to 30% of nurtured leads into qualified opportunities.
- AAffiliate ManagerNov 2020 - Mar 2021 (5 months)• Conducted due diligence to assess and value potential acquisitions in the digital badge industry; assessed 30+ companies and recommendation was acquired by the company
• Developed and implemented comprehensive strategies to optimize product marketing and maximize performance.
• Negotiated and coordinated the launch of campaigns that delivered a 200% return on investment with 21 new market partners. - Certified Field DirectorPremier Financial AllianceMar 2018 - Jan 2021 (2 years 11 months)- Managed a territory of 30 key accounts, achieving a 15% growth in account engagement. - Expanded the team from 1 to 15 agents within a year, a 1400% growth, boosting the marketplace share. - Established Seattle's first office, leading to a 25% increase in regional client acquisitions. - Identified growth opportunities within existing accounts, leading to increased business and solidifying Premier Financial Alliance's position as a trusted partner.
- Premier mortgage consultantHSBCJun 2017 - Mar 2018 (10 months)- Evaluated the financial status of loan applicants, including credit and property to determine load feasibility. - Partnered with title agencies, real estate agents/brokers, insurance agents, and homebuilders/remodelers to market mortgage products to existing clients. - Drafted loan applications while ensuring the availability of required information and processing files for underwriter approval. Liaised with potential clients to pre-qualify for refinancing and purchasing. - Meticulously analyzed all operations to ensure execution is in adherence to federal regulations, such as Truth in Lending, RESPA, HMDA, and Regulation Z, by delivering appropriate disclosures to borrowers. - Accelerated client base by hosting open houses and attending
- Account Relationship Manager/ Mortgage OfficerEast West BankJan 2015 - May 2017 (2 years 5 months)- Managed a portfolio of over 50+ high-net-worth clients, ensuring personalized banking solutions and top-tier service. - Achieved a 95% client retention rate by proactively addressing concerns and providing timely solutions. - Collaborated with cross-functional teams to identify and capitalize on upselling and cross-selling opportunities. - Conducted quarterly reviews to assess client needs and adjust strategies accordingly. - Evaluated and processed over 200 mortgage applications, maintaining a 98% accuracy rate. - Provided clients with detailed information on mortgage options, interest rates, and terms. - Collaborated with underwriters and loan processors to expedite loan approvals
- Senior Customer Service RepresentativeEast West BankJan 2015 - May 2017 (2 years 5 months)
Education
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- University of Washington — Bachelor’s Degree Communication and Media StudiesUniversity of WashingtonJan 2012 - Dec 2014 (3 years)
- Bellevue College — Associate's degreeBellevue CollegeJan 2010 - Dec 2012 (3 years)