Shay Wan
@shaywan
Client onboarding and operations manager improving international customer experiences.
IndonesiaWhat I'm looking for
I’m a Fintech Client Success & Operations Manager with international experience onboarding 700+ client accounts across Australia and the UAE. I lead client onboarding, KYC-driven workflows, and operational improvement—building efficient systems that strengthen client relationships and improve customer experience.
In my current role, I designed onboarding frameworks across retail, wholesale, trust, and corporate accounts, and I partner directly with senior leadership (including the Chairman) to redesign workflows across Customer Success and key business functions. I also develop executive dashboards to track conversion, retention, performance, and revenue, and I’ve managed and trained teams in international settings, overseeing onboarding of 500+ client accounts with a focus on compliance and operational consistency.
Experience
Work history, roles, and key accomplishments
Client Onboarding Manager
Wilfred Knight Pty Ltd
Sep 2022 - Present (3 years 10 months)
Designed onboarding frameworks supporting 700+ retail, wholesale, trust, and corporate accounts. Partnered with the Chairman to redesign workflows and managed HNW client relationships, presenting process improvements and tracking conversion, retention, performance, and revenue via executive dashboards.
Administration Manager
Altera Investment
Mar 2024 - Aug 2025 (1 year 5 months)
Established onboarding operations in Dubai by creating onboarding, KYC, and operational workflows to improve growth, cash flow, efficiency, and compliance. Oversaw onboarding of 500+ client accounts and managed and trained a team of three to run the administrative function.
Administration/Customer Liaison Officer
Wilfred Knight Pty Ltd
Jul 2022 - Sep 2022 (2 months)
Supported administrative operations and account setup, with a focus on documentation and data integrity. Demonstrated strong operational performance and was promoted into a management role within 3 months.
Sales Executive
OrangeTheory Fitness
Mar 2022 - Jul 2022 (4 months)
Increased revenue by 5% within three months through consultative sales and client engagement. Developed local business partnerships and community engagement initiatives to drive customer acquisition and brand visibility.
Sales Manager/Assistant GM
Goodlife Health Club
Apr 2021 - Mar 2022 (11 months)
Led and coached a sales team to consistently achieve and exceed revenue and membership targets. Was promoted into the management role.
Sales Manager
Goodlife Health Club
Feb 2021 - Mar 2022 (1 year 1 month)
Led, coached, and developed a sales team to achieve and exceed revenue and membership targets. Served as Sales Manager/Assistant Club General Manager starting April 2021.
Coffee Specialist
Nestlé Nespresso
Delivered customer engagement and supported team training as a Coffee Specialist for Nestlé Nespresso.
Operations/Events
Delta Force Paintball
Managed customer experience and events for Delta Force Paintball.
Education
Degrees, certifications, and relevant coursework
Swinburne University
Bachelor of Health Science, Biomedical Science
Grade: 3.5/4.0
Bachelor of Health Science (Biomedical Science) at Swinburne University; achieved GPA 3.5/4.0.
City University
Diploma in Medical Laboratory Technology, Medical Laboratory Technology
Grade: 3.65/4.0
Diploma in Medical Laboratory Technology at City University; achieved GPA 3.65/4.0.
Availability
Location
IndonesiaAuthorized to work in
Social media
Job categories
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