John Ryan

About John Ryan

Experienced Customer Success Manager with a proven track record in managing enterprise…

Experience

1. Client Relationship Advisor (Customer Success Manager)

   Qcash Financial, Cuso

   Jan 2024 — Present · San Diego, US

   Manage and maintain relationships with a portfolio of approximately 50 credit union clients, serving as the primary point of contact for key business executives and stakeholders- Led the development and implementation of a new underwriting framework for onboarding new clients and reviewing existing client programs, significantly enhancing risk assessment capabilities and streamlining the implementation process- Collaborate with cross-functional internal teams to ensure timely and successful delivery of QCash’s innovative SaaS-based lending platform, tailored to each credit union\'s specific requirements- Drive platform adoption and utilization through regular client engagement, training sessions, and strategic recommendations aligned with credit union goals- Proactively identify and mitigate potential client issues to maintain a high level of client satisfaction and retention

Education

• Trinity College Dublin

  MSc, Entrepreneurship and Innovation

  2017 — 2018

• University of Delaware

  Bachelor of Science (B.S.), Finance

  2007

Skills

• Financial Research
• Bond Markets
• Banking
• Risk Management
• Uat Coordination
• Credit Risk
• Manage Client Relationships
• Financial Market Research
• Salesforce.com
• Product Launch
• Municipal Bonds
• Financial Analysis
• Financial Risk
• Capital Markets
• Finance
• Strategic Planning
• Microsoft Office
• Financial Services
• Crm
• Fixed Income Analysis
• Marketing Strategy
• Bonds
• Portfolio Management
• Customer Service
• Sales Management
• Credit
• Financial Modeling
• Software Documentation
• Fixed Income
• Team Building