Allan Tran
Principal Solutions Engineer at Twilio Segment
8.4
Years of Experience
Education
Companies
segment, segment, salesforce, salesforce, commonwealth bank, commonwealth bank, commonwealth bank
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Email (Verified)
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Experience
2023 - Present
segment
Principal Solutions Engineer
Technical pre-sales with a specialised focus in Asia market (ex. Japan) & data ecosystem. Key highlights: - Sales Club Award 2023 - Influenced over >50% of APJ region ACV quota in FY '22 - Developed key go-to-market assets specific to sub-regions and industries
2021 - 2023
segment
Senior Solutions Engineer
A technical pre-sales role partnering with account teams and customers to solve business challenges revolved around CDP and their first-party customer data strategies. I support businesses from high growth start-ups to mid-market and enterprise across both ANZ and Asia markets. Key highlights: - Influenced $3.1M USD ACV in FY '22 - Experience in selling into and expanding both emerging and developed markets across APJ
2021 - 2021
salesforce
Account Executive - Financial Services
As an Account Executive at Salesforce working in the financial services industry, I help businesses across multiple sub-verticals including banking, lending, wealth management, insurance, and many more leverage the Salesforce Platform alongside their adjacent technologies to create better customer experiences, and unlock greater business value.
2019 - 2021
salesforce
Solutions Engineer - Financial Services
A technical pre-sales role partnering with account teams and customers to understand business challenges, create unique solution prototypes, and present demonstrations that highlight compelling business value. I help businesses across multiple sub-verticals including banking, lending, wealth management, insurance, and many more leverage the Salesforce Platform to deliver better customer experiences. • Q3 FY20 ANZ Rookie of the Quarter • Q2 FY21 ANZ All Over It SE Award • 5x Salesforce Certified • B2B Marketing Automation Specialist
2017 - 2018
commonwealth bank
Customer Service Specialist
An in-branch role where I helped retail banking and small business clients meet their financial goals. Knowledge spanned across all retail banking products and services including: • Small Business Banking • Mortgage Lending • Consumer Credit • Insurance • Securities
2017 - 2017
commonwealth bank
Personal Loan Sales Specialist
Inbound sales role helping retail clients with: • Consumer lending • General insurance needs Continuous Improvement Champion
2015 - 2017
commonwealth bank
Customer Service Representative
Experience
13 Skills
Automation
banking
CRM
Customer Relationship Management (CRM)
financial services
infra
Infrastructure
marketing
Marketing Automation
Pre-sales
Sales
Salesforce
strategy
Education
