Stephen So

Stephen So

Senior Customer Success Manager @ Indio Technologies

About Stephen So

Stephen So is a Senior Customer Success Manager at Indio Technologies Inc., where he has fostered strong client partnerships and significantly improved customer usage and adoption metrics. He has a diverse background in customer success and management, with experience in various roles across multiple companies.

Work at Indio Technologies

Stephen So has been employed at Indio Technologies Inc. since 2021, currently serving as a Senior Customer Success Manager. In this role, he focuses on developing strong client partnerships by monitoring bi-weekly customer health metrics. His efforts have led to a 100% improvement in usage and adoption among clients. Prior to his current position, he worked as a Customer Success Manager at the same company from 2020 to 2021 and as a Support Specialist from 2019 to 2020.

Education and Expertise

Stephen So holds a Bachelor of Psychology from the University of California, Los Angeles. His educational background in psychology informs his approach to customer success, allowing him to understand client needs effectively. He provides mentorship to junior team members, enhancing their understanding of the company platform and product knowledge.

Background

Before joining Indio Technologies, Stephen So worked in various roles that contributed to his customer service expertise. He was an Agency Owner and Insurance Agent at Farmers Insurance from 2011 to 2017, where he managed a book of business exceeding $1.25 million across more than 35 accounts. He also served as an Assistant Manager at Enterprise Rent-A-Car from 2005 to 2011 in Los Angeles, California.

Achievements

During his tenure at Indio Technologies, Stephen So has achieved significant results in customer success metrics. He has maintained a 99% retention rate and a Net Promoter Score consistently above 40. Additionally, he has achieved over a 95% completion rate of Quarterly Business Reviews, meeting key performance indicators for three consecutive quarters. His collaboration with cross-functional teams, including Engineering and Product Development, has helped advocate for client needs and recommend product improvements.

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