Hyun Yu
Norwalk
Summary
Motivated Sales Operations Manager with a proven track record at Bridgeport Worldwide, specializing in process optimization and CRM management. Expert in data analysis and vendor coordination, driving significant improvements in operational efficiency. Adept at fostering strong customer relationships and executing successful upselling strategies to enhance client satisfaction and retention.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Sales Operations Manager
Bridgeport Wordwide
Bridgeport
08.2023 - Current
- Pioneered '2.0' innovation for optimizing enterprise interdepartmental processes for requests and reporting using CRM, ERP and Project Management applications.
- Created reporting, tracking vendor shipments, and on-time and in-full measures.
- Coordinated routine vendor meetings aimed at resolving quality-related challenges.
- Enhanced collaboration efforts to drive consensus on operational strategies.
System Implementation Manager
Solidus Labs
New York
02.2022 - 12.2022
- Co-led the global implementation of a crypto market surveillance platform.
- Supervised complex implementation processes for up to ten clients spanning exchange networks and brokerage firms.
- Developed strategies and roadmaps for Cloud, applications, operations, and analytics.
- Executed effective upselling strategies alongside daily customer assistance.
Solutions Architect
GAN Integrity
New York
08.2020 - 02.2022
- Collaborated with project teams to translate business requirements into technical specifications.
- Lead the design and implementation of client business use case requirements projects, facilitating either best practices or bespoke solutions.
- Conduct both training and demonstration of the product, effectively presenting and articulating the GAN Integrity SaaS ecosystem.
- Pre-sales support, including module demonstrations, dollar cost estimates based on customer business use cases, resourcing and duration analysis, and Statements of Work (SOW).
Senior Product Implementation Manager
GAN Integrity
New York
07.2019 - 08.2020
- Implementation and onboarding of a web-based Integrated Compliance Management platform for multifaceted global enterprises, covering various industries, company sizes, and types.
- Project Manager (PMO) leads through the life cycle of the implementation project, including build, testing, and training.
- Led and completed multimodule implementations for a Fortune 100 heavy equipment company, a Fortune 300 transportation company, an NFL team, a top 10 semiconductor company, a Dow Jones company, among others.
Senior Customer Success Manager and Team Lead
ComplySci
New York
10.2017 - 07.2019
- Oversaw relationships for Tier 1 (top 1% in ARR) clients, including some of the largest financial services companies in the world.
- Maintain the overall health of customer relationships, including platform adoption, utilization, retention, and renewals.
- Cross-functional liaison/lead for Client Support, collaborating with internal and customer stakeholders.
- Regulatory audit client support - FINRA, SEC, and internal audits.
Senior Relationship Manager
Financial Tracking Technologies, LLC
Greenwich
04.2013 - 10.2017
- Hands-on pre- and post-sales functions, such as RFPs, proof-of-concepts, implementation/onboarding, roll-out, and support.
- Analysis and understanding of the business case for the deployment of sophisticated SaaS platforms for Code of Ethics requirements, and other compliance elements, such as Employee Trade Surveillance, Anti-Money Laundering, and Portfolio Monitoring.
- Close collaboration with compliance and legal teams for optimal platform configuration for adherence to FINRA and/or SEC regulatory requirements.
Relationship And Operations Manager - U.S. Markets
Remy Cointreau USA
New York
01.2008 - 04.2013
- Sole Relationship Manager managing the operational and service relationship with the U.S.
- Implemented service and operational metrics for direct import to the customer supply model: OTIF, quality, and perfect order.
- Management role to drive efficiencies, margin improvement, and transparency of supply.
Relationship Manager - Private Wealth Management Group
Fidelity Investments
Stamford
05.2004 - 01.2008
- Managed institutional client relationships with a focus on hedge funds, money managers, traders, and Fortune 100 executives.
- Operational responsibilities included equity and fixed-income trades, and treasury functions such as wires.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Provided ongoing support throughout the sales cycle (pre and post) by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
Financial Planning Consultant
Fidelity Investments
Stamford
04.1999 - 05.2004
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Investment Representative
Charles Schwab & Co.
Stamford
02.1996 - 04.1999
- Assisted customers with the education of, and opening of, Mutual Fund accounts.
Education
Bachelor of Arts -
University of Connecticut
StorrsSkills
- ERP systems
- CRM management
- Data analysis
- Project management
- Vendor coordination
- Process optimization
- Customer relationship management
- Product training
- Upselling strategies
Certification
- FINRA Series 7
- FINRA Series 9
- FINRA Series 10
- FINRA Series 63
Timeline
Sales Operations Manager
Bridgeport Wordwide
08.2023 - Current
System Implementation Manager
Solidus Labs
02.2022 - 12.2022
Solutions Architect
GAN Integrity
08.2020 - 02.2022
Senior Product Implementation Manager
GAN Integrity
07.2019 - 08.2020
Senior Customer Success Manager and Team Lead
ComplySci
10.2017 - 07.2019
Senior Relationship Manager
Financial Tracking Technologies, LLC
04.2013 - 10.2017
Relationship And Operations Manager - U.S. Markets
Remy Cointreau USA
01.2008 - 04.2013
Relationship Manager - Private Wealth Management Group
Fidelity Investments
05.2004 - 01.2008
Financial Planning Consultant
Fidelity Investments
04.1999 - 05.2004
Investment Representative
Charles Schwab & Co.
02.1996 - 04.1999
Bachelor of Arts -
University of Connecticut
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