Andrew Poon

About Andrew Poon

I am currently a Senior Customer Success Manager at Coherent. Previously a Client Partner & Senior Customer Success Manager and Manager of Go-to-Market product development at Unqork with 13+ years of experience in various sectors. Recognized for demonstrating a natural aptitude for driving revenue growth while minimizing risk, I have a verifiable history of contributing directly to company growth and expansion throughout my career. As such, I have consistently exceeded performance goals, and I am adept at achieving maximum operational output with minimal resource expenditure. Professional focal points include vendor relations, product development, process improvement, strategic planning, trend analysis, team leadership, project management, and staff training. Prior to joining a SaaS organization, I was a Product Development Vice President at JPMorgan Chase & Co. Under my leadership, I oversaw the development, testing, and implementation of a new user interface to streamline the account opening process. In addition, I liaise with senior leadership, stakeholders, clients, and internal teams to ensure that the company’s support structure is driving the business forward with minimal expenditures.Colleagues describe me as a progressive, driven, proactive, diligent, product/client oriented technical expert who can be relied on to offer superior solutions that deliver profitable results on time with minimal expenditures.

Experience

1. Senior Customer Success Manager

   Coherent

   May 2023 — Present · New York, NY, US

Education

• Binghamton University

  Bachelor of Science (B.S.), Financial Economics

• Penn State University

  Bachelor's Degree

Skills

• Microsoft Visio
• Quickbooks
• Microsoft Word
• Financial Modeling
• Financial Services
• Business Analysis
• Invoicing
• Coaching
• Data Analysis
• Insurance Claims
• Finance
• Teamwork
• Banking
• Risk Management
• Spreadsheets
• Financial Analysis
• Leadership
• Insurance
• Lotus Notes
• Photoshop
• Analysis
• Economics
• Forecasting
• Retail
• Microsoft Office
• Sales
• Outlook
• Visio
• Management
• Team Building
• Mortgage Banking
• Time Management
• Entrepreneurship
• Customer Service
• Powerpoint
• Microsoft Excel
• Training
• E-Views
• Accounting
• Ibm Iseries