Bowen Zhao

I am a personable and performance-driven professional with over 5 years of experience in client relationship management, solution-based consulting, sales, and team leadership. My ability to quickly understand client needs and communicate value has driven high retention and satisfaction rates throughout my career. I am currently seeking a Customer Success Manager position where I can leverage my client-centric mindset and analytical thinking to help businesses build loyal customer relationships and achieve sustainable growth.

In my current role as an Energy Management Consultant at Solify, I serve as the main point of contact for clients interested in energy upgrades. I provide tailored recommendations on solar, HVAC, and rebate-backed solutions, generating over $500,000 in sales revenue by closing high-value contracts. My efforts have also led to a 12% increase in lead generation through effective follow-up strategies and optimization of the sales pipeline.

Previously, as a Sales Manager at Dimov Tax CPA, I maintained and grew key client relationships, achieving a 6% annual increase in retention. I trained and managed junior sales representatives and contributed to strategy sessions focused on customer needs and service delivery improvements. My educational background includes an Honours Bachelor Degree in Behavioural Psychology from York University, which has further enhanced my understanding of client behavior and needs.