Andy T. P.
Client Success Manager | Implementation Lead | Project Manager | VP of Business Development
- Role
- Client Success Manager at Solovis
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Andy T. P.
Has over 10 years of professional experience with an MBA and has a passion for developing client-based relationships, project management, financial reporting/forecasting, and leadership development. Highly skilled to analyze and forecast potential variables then synthesizing all the relevant information in order to produce critical data-driven business decisions. Adept at assessing needs, generating options and contingency plans, and implementing solutions in collaboration with clients and managers.Specialties: Client Success Manager, Financial Reporting, SaaS Implementation, Sales, Data Management, Agile/Scrum, Pipeline Reporting, Product Development, Negotiations, Private Equity, Endowments, Pricing Structure Analytics, Microsoft, Financial Planning & Forecasting, Promotional Planning, Marketing, Leadership Development, Time Management, Real-Time Data Analytics, Competitive Analysis, Client Relations, Event Coordinating, Project Management, and Native Proficiency in Vietnamese
Experience
Client Success Manager
Oct 2023 — Present · US
Manages end-to-end client success for 30+ concurrent institutional clients representing $20B+ in asset under management, serving as primary strategic advisor to CIOs and investment teams through onboarding, adoption, renewals, solutions and ongoing value realization-Drives structured client engagement through business renewal reviews, proactively mitigating risks as escalation owner, product enhancement roadmap presentations, and adoption gaps to maintain high client satisfaction-Partners cross-functionally with Product, Engineering, Legal, Support, and Data teams to translate client investment workflows into scalable SaaS configurations
Education
Indiana University Bloomington
Finance, General
2011 — 2012
Louisiana State University
Master of Business Administration - MBA
2019 — 2021
University of Wisconsin-Madison
Bachelor's of Arts, Political Science
2012 — 2015
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