Overview
Work History
Education
Skills
Timeline
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RYAN LEUNG

San Francisco,CA

Overview

10
10
years of professional experience

Work History

Customer Success Manager

Klear Business
San Francisco, CA
02.2025 - 07.2025
  • Led bi-weekly check-ins with clients to drive platform adoption, resolve onboarding issues, and increase trading activity, resulting in more invoice purchase volume and stronger client retention
  • Leveraged usage data and client feedback to prioritize onboarding improvements and personalize outreach efforts for higher engagement
  • Collaborated cross-functionally to build outreach campaigns, enhance client communications (via one-pagers, blog posts, and marketing rollouts), and create Account-Based Sales templates tailored to high-value clients

Account Executive

GoFreight
Los Angeles, CA
02.2024 - 10.2024
  • Leveraged a consultative sales approach and MEDDPICC to qualify and build deep client relationships, securing high-value enterprise contracts ($50k+ ARR) and driving growth across the West Coast region
  • Partnered with Solutions Architects and Engineering to design tailored product packages aligned with each prospect's operational model, ensuring strong solution-fit and long-term client value
  • Uncovered market gaps and refined go-to-market strategy to strengthen positioning against legacy providers

Senior Account Executive

LTSE Equity
San Francisco, CA
03.2023 - 08.2023
  • Designed and implemented a full-cycle outbound sales playbook, streamlining workflows and improving conversion rates across the sales funnel
  • Spearheaded expansion into untapped markets, generating 2,500+ net-new leads and significantly contributing to company’s pipeline and market share growth
  • Partnered with Onboarding and Customer Success teams to refine the buyer journey, enhancing communication touchpoints and increasing post-sale satisfaction

Account Executive

Pilot
San Francisco, CA
08.2021 - 10.2022
  • Managed a pipeline of 25+ active deals from discovery to close, contributing $950K+ in ARR in 2022 with consistent overachievement at 107% of quota.
  • Collaborated cross-functionally with the Solutions Architect, Finance, and other internal teams to conduct in-depth analysis of client financial operations and back-office workflows, developing tailored sales strategies that drove customer satisfaction and long-term value.
  • Led one-on-one onboarding and training sessions for new hires, promoting a collaborative, high-performance team culture.

SMB Account Executive

Carta
San Francisco, CA
07.2020 - 08.2021
  • Navigated complex sales cycles involving prospects’ Finance and Legal teams to close $840K+ in annual revenue, achieving 115% of quota
  • Applied deep understanding of venture capital and private equity to uncover client needs and deliver value through a consultative sales approach, leveraging MEDDIC and Sandler methodologies.

Outbound SDR

Funding Circle
San Francisco, CA
04.2019 - 07.2020
  • Partnered closely with Account Executives to execute strategic outbound campaigns, delivering qualified, high-value leads tailored to each AE’s target accounts. Self-generated $1M+ in opportunities.
  • Maintained a full and consistent pipeline by making 200+ calls and prospecting 100+ accounts weekly, contributing to overall team pipeline health and revenue growth.

Account Manager

Funding Circle
San Francisco, CA
02.2017 - 04.2019
  • Managed a portfolio of 245+ small business clients, helping secure $23M+ in funding while providing ongoing support throughout the loan lifecycle.
  • Conducted quarterly check-ins to assess changing business needs, evaluate eligibility for renewal or refinancing, and ensure clients remained on track with their financing goals.

Front Desk Agent & Night Audit

Westin St. Francis
San Francisco, CA
11.2015 - 09.2016
  • Delivered exceptional guest experiences through friendly and service-oriented interactions, contributing to consistently high satisfaction scores and return guest rates
  • Managed nightly audits and financial reporting, balancing daily transactions and identifying discrepancies to uphold operational accuracy and trust.

Education

B.S - Hospitality Management

Cal Poly Pomona
Pomona, CA

Associate Degree -

Skyline Community College
Pacifica, CA

Skills

  • Sales methodologies: Sandler sales training 2019 and 2021, MEDDIC, consultative selling
  • Tools: experienced with Salesforce, HubSpot, Outreach, PitchBook, Crunchbase, ZoomInfo
  • Expertise: pipeline management, outbound prospecting, relationship building, full sales cycle experience

Timeline

Customer Success Manager

Klear Business
02.2025 - 07.2025

Account Executive

GoFreight
02.2024 - 10.2024

Senior Account Executive

LTSE Equity
03.2023 - 08.2023

Account Executive

Pilot
08.2021 - 10.2022

SMB Account Executive

Carta
07.2020 - 08.2021

Outbound SDR

Funding Circle
04.2019 - 07.2020

Account Manager

Funding Circle
02.2017 - 04.2019

Front Desk Agent & Night Audit

Westin St. Francis
11.2015 - 09.2016

B.S - Hospitality Management

Cal Poly Pomona

Associate Degree -

Skyline Community College

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RYAN LEUNG