Daniel Ngo
Lynnfield,MA
Summary
Diligent analyst and risk evaluator with a proven track record of generating revenue for organizations. Dynamic leader adept at navigating CRMs and internal applications to consistently exceed desired metrics. Eager to embrace a new role that fosters leadership and generate exceptional results while enhancing existing skill sets. Committed to leveraging current analytical expertise to contribute to organizational success and growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Success Manager
Thrive NextGen Managed Services
05.2025 - Current
- Fostered and enhanced client's relationship through productive communication and engaging support through proactive outreach.
- Managed portfolio of over 40+ clients and escalated associated cases to meet contractual agreements.
- Investigated and reviewed invoice/billing discrepancies to maintain organization's deliverables cost.
- Utilized risk assessment indicators to mitigate client's concern and dissatisfaction.
Sales Coordinator II
Forward Financing
05.2022 - Current
- Established as main liaison between ISOs/merchants and organization to fulfill 100+ inbound inquiries per business day.
- Provided 1 on 1 coaching to individual contributors in order to produce maximal potential output.
- Analyzed trends in data/reports to determine outcomes that align with organization's objectives.
- Developed and managed Go To Market product to generate additional revenue while meeting customer's needs.
Lead Supervisor / Management
Ecco Sko A/S
06.2016 - 12.2021
- Communicated organization updates and adjust processes accordingly to exceed goals.
- Supervised and evaluated staff performance while surpassing company goal metrics.
- Provided coaching to improve and increase efficiency to maintain productivity targets.
Lead Sales Associate
Calvin Klein
05.2015 - 12.2020
- Managed daily cash deposit and reported follow up data while providing main support to associates.
- Effectively sold products while building lasting relationships to ensure retention of future customers / sales.
- Provided insight and feedback to improve overall merchant experience.
Education
Bachelor of Science - Kinesiology
University of Rhode Island
Kingston, RISkills
- Critical thinking
- Risk management
- Generate key deliverables
- Data analysis and reporting
- Report documentation / presenting
- Stakeholder communication
- Cost-benefit analysis
- Exceptional organizational skills
- Strong interpersonal skills
- Proactive and self-motivated
Certification
- Project Management Training Certification - Umass Amherst - Simplilearn
- Implementing a PMO Training Certification Umass Amherst - Simplilearn
- Agile Scrum Master Training Certification Umass Amherst - Simplilearn
Timeline
Client Success Manager
Thrive NextGen Managed Services
05.2025 - Current
Sales Coordinator II
Forward Financing
05.2022 - Current
Lead Supervisor / Management
Ecco Sko A/S
06.2016 - 12.2021
Lead Sales Associate
Calvin Klein
05.2015 - 12.2020
Bachelor of Science - Kinesiology
University of Rhode Island
Languages
- English - Proficient
- Vietnamese - Proficient