Binh L.

Manager of Customer Success at Plansmith

Binh L. has a history of working in the banking industry. In 2009, they started their career as a Senior Banker at BMO Harris Bank. In this role, they were responsible for ensuring an excellent client experience, increasing client retention, and networking with the Chamber of Commerce. Binh was then promoted to Retail Bank Manager in the same company, where they prioritized performance improvements and professional development for associates, directed a portfolio of high value customers, and tracked branch performance. In 2015, they moved to Plansmith as the Manager of Customer Success, where they managed an existing team of Client Success and Implementation Specialists, collaborated closely with Product and Business development teams, and led multiple voice of customer initiatives. Finally, in 2009 they also started a role at U.S. Bank as an Assistant Branch Manager.

Binh L. began their educational journey at Champaign Centennial H.S. Afterwards, they attended Millikin University where they earned a Bachelor of Science (BS) in Business Management with an International Business Concentration, as well as a Bachelor's degree in Business Administration and Management, and a Bachelor's degree in Business Administration and Management, General.

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Timeline

  • Manager of Customer Success

    January, 2017 - present

  • Client Success Manager

    January, 2015