Professional Services
Technology, Information and Media
Wholesale
Consumer Services
Active

Terry C

Customer Success

About Me

Customer Success

Jurisdiction

Hong Kong S.A.R. | China | Taiwan

Experience

Seniority LevelMid-Senior level
Years of Experience10-15 years
Current StatusActive
Customer Success ManagerTradeBeyond
2025 - Present

• Serve as the primary liaison for a diverse portfolio of clients, cultivating high-value relationships across key stakeholder groups. • Partner cross-functionally with internal teams to streamline product adoption and elevate the overall client experience. • Drive revenue growth by identifying and executing strategic upselling and cross-selling initiatives. • Facilitate comprehensive business reviews to deliver actionable, strategic guidance aligned with client objectives. • Monitor account health through data-driven analysis of KPIs to proactively mitigate churn and optimize retention rates. • Communicate performance insights and success metrics to executive leadership to inform high-level decision-making.

Team Leader, Customer Success (APAC)Odoo
2022 - 2024

• Manage a team focusing the Greater China market + APAC markets • Work with our Odoo Partners to ensure customer retention, customer satisfaction and project growth • Sales reporting (incl. Forecasting & KPI's) • Budget management (individual and team budget) • Involved in Hiring process & on-boarding new hires for the Customer Success Department • Provide training and mentorship • Ensure a consistent growth in revenue for the team • Overachieve team’s 2022 quarterly revenue target by 21% in 3rd quarter and by 123% in 4th quarter (meeting annual target by October) • Overachieve team’s 2023 quarterly revenue target by 26% in 1st quarter and by 101% in 2nd quarter

Senior Account Manager (APAC)Odoo
2021 - 2022

• Provide trainings on product knowledge, relationship management, and selling skills • Mentor new team members • Participate in interviews with new candidates & on-boarding new hires • Facilitate effective communications among departments and teams • Overachieve sales target by 132% in 1st quarter of 2022 • Overachieve sales target by 138% in 2nd quarter of 2022

Account Manager (APAC)Odoo
2020 - 2021

• Manage and maintain the tri-party relationship with Odoo partners and end customers, work hand-in-hand with partners to provide excellent service to end customers • Responsible for client onboarding • Follow up existing clients' Odoo projects, taking responsibility for the satisfaction, retention and growth of each account • Advocate for customers. Ensure excellent communications with clients, support teams, and partners • Demonstrate Odoo functions to clients, ensure customers are informed about the new features • Provide excellent customer service to clients, answering questions and helping troubleshoot any issues they may encounter • Report any technical issues and provide feedback from clients on new features or products to our product team • Qualify customers' needs and identify upselling opportunities • Upsell customers with extra modules / services / multi-year contracts • Overachieve sales target by 130% in 3rd quarter of 2021 • Overachieve sales target by 150% in 4th quarter of 2021

Business Development OfficerPhilippe Charriol Far East Limited
2019 - 2020

• Responsible for the brand's sales turnover in China, Taiwan and Hong Kong • Provide account servicing to the local distributor in Taiwan, travel retail agents, and retail dealers in Hong Kong • Formulate tactics for the brand's development at its own POS and retail dealers in Hong Kong. • Participated in the negotiation with SOGO HK for opening a new POS at SOGO CWB

Senior Brand AmbassadorChang's Optical Asia Limited
2017 - 2019

• Plan, formulate and execute sales strategies and business plans to maximize sales potential in HK and China market (e.g., bundle sales). • Build, sustain and manage relationship with optical shops • Handling customers' requests and problems • Provide product training to clients • Explore and open new accounts to meet sales target • Negotiate contract renewals, increase client’s contract size from $280K to $600K by developing our brands to become the major brands of the shops

Account ExecutiveChang's Optical Asia Limited
2016 - 2017

• Manage key accounts in Taiwan and responsible for selling luxury designer eyewear brands which includes: DITA, THOM BROWNE, LINDA FARROW, ic!berlin, 999.9, Christian Dior, etc. to local eyewear shops • Manage key accounts with annual sales turnover over NTD $50,000,000 in total

Sales & Marketing AssistantChang's Optical Asia Limited
2015 - 2017

• Coordinate with sales team to improve sales performance and customer services. • Assist sales team in account servicing and follow-up orders. • Visit clients, i.e. optical shops, with sales team to enhance sales activities and maintain good relationship with them. • Offer support to marketing team on visual merchandising. • Ensure products are displayed in line with brand image and increase end consumers' purchase intention.

Education

Degree of International Business and TradeMing Chuan University
2011 - 2015

Skills

Core skills0
Languages3

Languages

English
Cantonese
Chinese