Edwin Chin

Experience

• 

  Union Bank of California

  Jul 1997 - Dec 1999

  Account Manager
• 

  Bridge Information Systems

  Jan 1999 - Jan 2001

  Relationship Manager

  • Established and managed relationships with client market data groups, end-users and technical contacts to address the daily needs for strategic accounts including: Banc of America Securities, Banc of America Prime Brokerage, Credit Suisse, Wells Fargo, and Charles Schwab• Leveraged internal resources to coordinate training, software installs and upgrades• Researched and resolved client issues related to user access, billing, and order management

• 

  Reuters

  Jan 2001 - Jan 2008

  Sr. Client Training Executive

  • Conducted user interviews to determine data needs and end-user workflows to ensure delivery of customized training sessions• Delivered training through pro-active client visits, live classroom settings and webinars to maximize clients’ ROI and improve revenue retention• Managed training programs for a portfolio of major accounts including Merrill Lynch, Credit Suisse, Goldman Sachs, UBS, Dodge & Cox and Merriman Curhan Ford• Improved customer satisfaction scores by 40% over a 5 year period by understanding client needs, delivering relevant training and consistent follow-up on outstanding issues• Exceeded targets for delivering training and retention campaigns by 30% annually• Managed two large scale upgrade projects at Banc of America Securities and Thomas Weisel Partners involving over 1,000 desktop conversions Show less

• 

  Thomson Reuters

  Jan 2008 - Mar 2011

  Product Specialist

  • Supported the US West regional sales teams with product expertise to drive the sales process by managing pre-sales opportunities to closure• Led product demonstrations for new prospects and up-sell opportunities at existing clients• Assisted the Business Direct group in closing new revenues• Managed post-sales activities including implementation and client training programs• Executed outbound call campaigns to drive product usage, protect existing revenues and identify growth opportunities Show less

• 

  Nasdaq

  Sept 2012 - now

  • Manager, Client Success

    Apr 2019 - now

  • Account Manager

    Sept 2012 - Mar 2019