Ray Ng
Customer Success & SaaS Leader
Tomball, US.About
Accomplished Customer Success and SaaS Leader with over 15 years of global experience managing a cumulative $22M+ ARR portfolio, consistently exceeding retention and expansion goals. Drives significant adoption and revenue growth through strategic customer journey optimization, technical enablement, and data-driven methodologies. Proven expert in building long-term client loyalty and delivering substantial value for enterprise clients.
Work
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Summary
Led the end-to-end development and launch of a sentiment-driven SaaS trading platform, driving innovation in financial research and empowering users with data-driven insights.
Highlights
Developed and launched a sentiment-driven SaaS trading platform from the ground up, onboarding 21 early adopters and reducing weekly analysis time by 30% through centralized unstructured news and community data.
Collaborated with active users to design and launch the Backtesting & Strategy Simulation module, achieving 73% user adoption at rollout and sustaining high engagement in subsequent releases.
Released five major product updates in 80 days by integrating client feedback into analytics, alerting, and visualization modules, leading to a 50% increase in weekly active users within 3 months and accelerated feature adoption.
Implemented a tiered SaaS monetization strategy for advanced AI-powered modules, facilitating pilot partnerships with fintech clients and attracting early investor interest for pre-seed investment.
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Summary
Drove client adoption and platform utilization for a $3T AUM real estate data platform by translating customer needs into Agile user stories and optimizing product priorities.
Highlights
Drove client adoption and maintained a 72% MAU for a $3T AUM real estate data platform by aligning product priorities with business objectives and implementing onboarding initiatives.
Elevated team responsiveness to client feedback by leading Agile sprint ceremonies and implementing continuous backlog refinement, enabling faster prioritization of customer requests.
Achieved a 25% faster delivery cycle for enterprise clients by collaborating with cross-functional teams to implement infrastructure enhancements and consistently meeting all client SLA requirements.
Enhanced platform data quality and reliability by optimizing SaaS analytics workflows and streamlining product integration through ERD design optimization, reducing average monthly client-reported issues by over a third.
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Summary
Delivered SaaS talent management deployments and strategic consulting for HR leaders, driving adoption and strengthening workforce planning.
Highlights
Delivered SaaS talent management deployments, accelerating internal mobility by 22% and strengthening workforce planning through job architecture standards, succession models, and skill-based assessments.
Managed Agile client projects for 20+ enterprise and mid-market teams, overseeing delivery, mitigating risk, and leading enablement workshops that raised platform proficiency scores by 28% and boosted post-launch CSAT to 4.8/5.
Led RFP strategy and executive proposal development, directly securing $1.8 million in new annual recurring revenue within one fiscal year through tailored client solutions.
Accelerated onboarding and adoption by architecting tailored client environments and POC solutions during pre-sales, elevating QBR participation from 55% to 90% across managed accounts.
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Summary
Championed lift-and-shift migrations from legacy Hyperion to Oracle EPM Cloud, optimizing data loads and cutting client maintenance costs.
Highlights
Championed lift-and-shift migrations from legacy Hyperion to Oracle EPM Cloud, automating nightly multi-source data loads by scripting PowerShell-to-SQL workflows.
Significantly reduced manual errors, accelerated time-to-value, and cut client maintenance costs by over 20% through optimized data migration processes.
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Summary
Directed managed services projects and ERP implementations, optimizing CAM expense pools and data migrations, significantly reducing team workload and improving data accuracy.
Highlights
Directed managed services projects and ERP implementations in ARGUS and Yardi as Argus SME, optimizing CAM expense pools, reconciliations, and data migrations.
Reduced team workload by over 180 hours each quarter, enabling faster reporting cycles and improving data accuracy.
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Summary
Implemented new change management procedures and monthly BI reporting workflows, improving financial reporting accuracy and enabling data-driven decision-making for Commercial Real Estate clients.
Highlights
Implemented new change management procedures and monthly BI reporting workflows, improving financial reporting accuracy and enabling data-driven cash flow modeling.
Supported acquisition and disposition decisions for Commercial Real Estate clients through enhanced asset valuation processes.
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Summary
Conducted risk management analysis for over 60 subsea projects with $200M+ AUM, leveraging RCA and regulatory compliance frameworks to mitigate operational vulnerabilities.
Highlights
Conducted risk management analysis for 60+ subsea projects ($200M+ AUM), leveraging RCA, risk assessment, and regulatory compliance frameworks.
Mitigated operational vulnerabilities and ensured regulatory compliance across a significant portfolio of subsea assets.
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Summary
Spearheaded Asia-Pacific consulting operations, leading a team to deliver Argus solutions for $300M+ in client assets and significantly increasing usage through training and strategic partnerships.
Highlights
Spearheaded Asia-Pacific consulting operations, leading a team to deliver Argus forecasting and portfolio management solutions for $300M+ in client assets.
Conducted 100+ training sessions that significantly increased usage and adoption of Argus solutions.
Forged strategic partnerships (including AREA) to expand ARGUS's global market footprint.
Skills
Core Competencies
Client Retention & Expansion, VOC/NPS/QBR, Strategic Customer Engagement, Onboarding, Cross-Functional Collaboration, Process Operations, Enablement & Training, Playbook Management, Customer Journey Mapping, Data Analytics, Health Monitoring, Integration Management, Project / Risk / Change Management, Implementation, AI / ML Solutions Architecture, RFP Strategy.
Tech Stack
Salesforce, Netsuite, Zendesk, Power BI, Looker, SQL, Snowflake, BigQuery, Azure AWS, Oracle EPM Cloud, Hyperion, API Integration, Jira, Asana, Miro, Monday.com, Taskray, Slack, Visual Studio, LangChain, RAG, AI Workflow, LLMs, NLP, Predictive Analytics, Yardi, ARGUS, Enterprise, TalentGuard, JDE, GraphQL.