Fox School of Business at Temple University

Senior Customer Success Manager at CB Insights

CB Insights

Strategic Account Manager

Senior Customer Success Manager

Customer Success Manager

Sisense

-Improved collaboration for the Monetary Authority of Singapore by implementing a Document Management System.
     -In 6 weeks, users migrated over 125,000 documents from their desktop and emails.
     -Reduced 35,000 email attachments through Quick Share function.
-Appointed main point of contact responsible for managing inquiries and technical issues across 1,200 users across all departments.
-Identified and managed over 100 items for improvement after initial launch, leading Phase 2 of project.
-Collaborated with cross functional teams across China and Australia to successfully implement all Phase 2 items.
-Led efforts in SIT and UAT testing to ensure system stability and functionality.

AvePoint

Lead Business Analyst

-Provided technical support for infrastructure management platform, managing up to 36 technical cases at one time.
-Managed client expectations to ensure that the use case/end goal is successfully reached.
-Resolved an escalated data migration issue preventing client from replacing legacy system.

Senior Technical Analyst

Provided support for the development of financial applications in support of SEI's various market units. Help maintain and define changes to the existing processes, looking to simplify and lower costs where possible. Create an inventory system to keep track of all software licenses obtained and maintained by the Distributed Apps team and our vendors. Maintain and improve existing workflow for open source approval process. Gather requirements for changes and improvements to client sensitive data.

Key Accomplishments:
• Created a more efficient workflow in Sharepoint Designer for open source approval process.
• Aided in CrossBrowserTesing Service rollout, improving time and efficiency of identifying compatibility defects across multiple browsers and operating systems.
• Responsible for migration of open source inventory from Excel to Sharepoint to allow for a more automated input of data.

Anthony Im