Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Anqi (Angie) Sun

Atlanta,GA

Summary

Results-oriented Customer Success Manager specialized in technical onboarding, stakeholder engagement and commercial growth. Proven track record of implementing onboarding strategies that strengthen client relationships and uncover customer objectives. Proficient in proactive problem-solving and cultivating strategic relationships. Skilled in consultative discovery to surface customer goals, challenges, and growth opportunities.

Overview

7
7
years of professional experience

Work History

SR CUSTOMER SUCCESS MANAGER

MongoDB, Inc
Atlanta, USA
06.2022 - Current
  • Owned a $3M enterprise book of business, consistently exceeding expansion quota by over 150%, and achieving 200% for three consecutive quarters
  • Spearheaded the launch of the enterprise onboarding playbook using Salesforce and Gainsight, standardizing success milestones by persona and use case, increasing onboarding velocity, and YoY Speed-to-Spend by 10%
  • Served as a strategic advisor to executive stakeholders, using data-driven QBRs to reinforce value, influence renewal decisions, and align MongoDB’s value to key business outcomes
  • Acted as a trusted advisor to technical stakeholders, guiding strategic conversations on architecture design, success metrics, and best practices; building tailored enablement plans to develop technical champions
  • Leveraged Salesforce, Tableau, and internal analytics dashboards to monitor account health, identify churn risks, and partnered cross-functionally with Solutions Architects, Product, and Support to proactively mitigate risks, resolve technical blockers, and accelerate time to value

CUSTOMER SUCCESS MANAGER

Impact Tech, Inc
Santa Barbara, USA
11.2020 - 06.2022
  • Oversaw diverse portfolio of agency clients with $2M in business, providing strategic digital marketing guidance.
  • Cultivated strong client relationships, achieving 97% renewal rate through emphasis on retention and growth.
  • Conducted regular business reviews and industry benchmark reports to assess performance against OKRs.
  • Collaborated with product, sales, and support teams as project manager for customized solutions.

CUSTOMER SUCCESS CONSULTANT

QGenda, LLC
Atlanta, USA
12.2018 - 03.2020
  • Managed and controlled new customer implementation process in order to meet milestones and go-live dates
  • Successfully managed 70+ accounts with great enthusiasm, improving customer retention by achieving a 100% renewal rate
  • Provided effective and dynamic technical solutions for customers' changing requirements
  • Consulted for academic departments, private groups, and enterprise clients on departmental best practices based on medical specialty, work flow, and technical workforce to efficiently manage the database and workforce
  • Actively tracked and elevated customer use of QGenda application through implementation of new features and functionalities
  • Managed Salesforce and relevant documents for existing accounts and active implementations

Education

BACHELOR'S DEGREE OF BUSINESS ADMINISTRATION - ACCOUNTING

EMORY UNIVERSITY
05.2014

Skills

  • Project Management
  • Stakeholder Engagement
  • Customer Advocacy
  • Customer onboarding and enablement
  • Proactive Problem Solving and Risk Mitigation
  • Cross-sell and Up-sell Strategies
  • Renewal strategies
  • SaaS Account Management
  • Customer Lifecycle Management
  • Active Listening and In-depth Discovery Questions
  • Strategic Account Planning
  • Technical Acumen
  • CRM Tools (salesforce, gainsight, salesloft)

Languages

Mandarin
Native/ Bilingual

References

References available upon request.

Timeline

SR CUSTOMER SUCCESS MANAGER

MongoDB, Inc
06.2022 - Current

CUSTOMER SUCCESS MANAGER

Impact Tech, Inc
11.2020 - 06.2022

CUSTOMER SUCCESS CONSULTANT

QGenda, LLC
12.2018 - 03.2020

BACHELOR'S DEGREE OF BUSINESS ADMINISTRATION - ACCOUNTING

EMORY UNIVERSITY

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