Thomas Truong

Experience

• 

  Year Up

  Sept 2017 - Jul 2018

  Year Up Trainee

  - Specialized in Project Management

• 

  Salesforce

  Jan 2018 - Aug 2019

  - Enhance the scorecards by adding color coding, commentary from the leadership team, metric definitions, and publishing to greater CSG team by week 2 of every month- Create and design the CSG site through google sites with monthly updates to use as a one-stop shop for all things metrics related including monthly scorecards, attrition insights, metric definitions, and data source repository- Construct a repository of all data sources for over 100 metrics centralized on one spreadsheet making data accessible while creating transparency as the single source of truth- Create reports and dashboards for leadership team to see the status of their scorecard metrics versus their targets at any point in time- Supported the CSG team by analyzing attrition on a product level and identify opportunities for Renewal Managers to engage with customers that have low engagement through Microsoft excel and Salesforce applications on a monthly basis Show less - Built a repeatable process to track Customer Success Group's Scorecards on a monthly basis by aggregating multiple data sources for Business Executives to make informed decisions- Compiled and edited scorecards content of Quarterly Business Review deck and manage analysis by Vice Presidents and Senior Directors on their metrics- Constructed the heatmap of scorecard data through google sheets allowing all CSG employees to see data evolution over time- Created a monthly pipeline of HT Customer’s Forecasted Premier AOV through data calculation to measure expected business growth in the upcoming months for Business Executives- Maintained accurate data for Salesforce.org community user profiles through daily data cleanup and monitoring Show less

  • CSG Operations Associate Specialist

    Jul 2018 - Aug 2019

  • Customer Success Operations Intern

    Jan 2018 - Jul 2018