Clutch
Phil Huynh is a seasoned professional in customer success management with extensive experience in the financial services sector. Currently serving as a Senior Customer Success Manager at Clutch since July 2024, Phil manages relationships with mid to large-sized Credit Unions, focusing on project leadership, data analysis, and strategic planning. Prior to this role, Phil worked at TruStage as a Senior Engagement Manager, where 35 Credit Union clients were managed through data-driven insights and C-Level executive consultations. Phil's earlier experience includes serving as the Training, Quality, and Sales Manager at Point Loma Credit Union, where training programs were developed to enhance staff capabilities, and as a Business Training Consultant at Wells Fargo Bank, focusing on training and skill enhancement for team members. Phil holds a Bachelor of Business Administration from California State University San Marcos and has furthered education at the Western CUNA Management School.
This person is not in any teams
This person is not in any offices
Clutch
4 followers
We build loan application and recapture portals for Credit Unions. Through intelligent and highly converting user experiences, we turn every Member touchpoint into a recapture opportunity.Hundreds of integrated third party data sources allow us to discover debt your applicants and Members have elsewhere. We surface these savings opportunities inreal-time so that your applicants and Members can save thousands of dollars while you increase share of wallet.