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Tristan D. — Senior Customer Success Manager from Philippines

Tristan D.

Senior Customer Success Manager

Philippines 6+ years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Tristan D. is a seasoned Customer Success and Operations Leader with over 15 years of comprehensive experience in managing customer relationships, client retention, onboarding, and quality assurance for global organizations. In his current role at Selly Automotive CRM, he leads end-to-end client onboarding across the US, facilitating CRM setup and training for dealership partners. At Microsourcing, he excelled as a Customer Success Manager, managing relationships and retention for enterprise clients using Wrike's Project Management Software. Previously, as Senior Client Success Associate at Sterling Talent Solutions, he led a team in managing escalations and trained clients and staff in best practices. His extensive background includes quality management at Serco Global Services and financial advisory work at JPMorgan Chase, demonstrating proficiency in CRM platforms, process improvement, and data analysis. Tristan’s career commenced at ePLDT Ventus, where he provided customer support for telecommunications clients. He possesses strong interpersonal skills, honed through collaboration with diverse teams and clients in the U.S., U.K., and Asia.

Experience

  • Onboarding and Success Manager

    Selly Automotive CRM · 2021 — Present
    Facilitated comprehensive client onboarding, establishing CRM setups and training for dealership partners in the US. Cultivated long-term relationships to enhance client satisfaction and product adoption. Partnered with sales and support teams to implement strategic CRM initiatives aimed at improving sales performance. Recognized upsell opportunities based on clients' business objectives and CRM usage.
  • Customer Success Manager

    Microsourcing (Wrike – Project Management Software) · 2020 — 2021
    Oversaw customer relationships, onboarding, and retention efforts for enterprise clients. Established retention milestones and strategies, ensuring client satisfaction and successful project delivery. Advocated for software value to enhance both adoption and ongoing client engagement.
  • Senior Client Success Associate

    Sterling Talent Solutions · 2014 — 2020
    Directed a team focused on client success, managing key client relationships and handling escalations. Educated new clients and team members on system usage and best practices. Monitored performance metrics, compiled reports, and provided coaching to team members to meet and exceed objectives. Assisted in managing major enterprise accounts, ensuring SLA compliance and resolution of client escalations.
  • Quality Team Lead / Quality Analyst / Customer Service Executive / Engagement Associate

    Serco Global Services (Intelenet Global Services) · 2010 — 2014
    Conducted quality audits and team evaluations to align with client standards. Initiated and implemented quality initiatives along with reporting on site-wide performance metrics. Engaged in employee development programs and led training sessions for new employees.
  • Financial Service Advisor / Management Trainee

    JPMorgan Chase · 2007 — 2009
    Provided customer support in financial services and promoted banking products along with protection plans. Managed a small team in the capacity of Management Trainee, preparing performance reports and operational presentations.
  • Customer Service Representative

    ePLDT Ventus (Parlance Systems Inc.) · 2005 — 2007
    Delivered inbound customer support and managed accounts for telecommunications clients.

Skills & Expertise

Education

  • Bachelor of Science in Computer Science (Undergraduate)
    STI College

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