Tan Jie Yi
Customer Success Engineer @ IBM
About
Customer Success Engineer at IBM, owning end-to-end technical success for the IBM Automation portfolio across Financial Services Industry (FSI) clients. I support customers throughout the full lifecycle from presales discovery, solution design, demos, and PoCs, to post-sales onboarding, adoption, optimization, and expansion. My role focuses on helping FSI organizations implement secure, scalable, and compliant automation solutions that deliver measurable business outcomes. I work closely with sales, architects, product, and support teams to remove technical blockers, accelerate time-to-value, and ensure long-term customer success across complex enterprise environments.
Malaysia
WP. Kuala Lumpur
Computer Software
IBM App Connect, IBM API Connect, Presales, Automation, IT Integration, Application Modernization, Microsoft Power BI, Azure Databricks, Microsoft Power Automate, Project Management, Microsoft Excel, Microsoft PowerPoint, SQL, Data Science, Machine Learning, Data Visualization, Natural Language Processing (NLP), Data Analytics, Data Cleaning, Computer Science
Experience

Customer Success Engineer
Petaling Jaya, Selangor, Malaysia
• End-to-end Customer Success Engineer for IBM Automation portfolio, supporting FSI clients from presales through post-sales. • Lead technical discovery, solution architecture, demos, and PoCs/PoXs to support deal progression. • Own post-sales technical success, including onboarding, implementation guidance, adoption acceleration, and value realization. • Act as primary technical advisor for Automation solutions across complex, regulated FSI environments. • Collaborate with sales, support, services, and product teams to resolve issues and drive customer outcomes. • Monitor adoption, technical risks, and customer health to support renewals and expansion.

Partner Technical Specialist
Petaling Jaya
- Technical sales role supporting Public Sector (Government) - Deliver high-impact product demonstrations, immersive workshops, and Proofs of Concept (POCs) that clearly showcase the tangible business value of IBM’s integration and modernization solutions. - Partner closely with sales teams and business partners to architect tailored hybrid cloud and integration strategies that address complex client challenges while aligning with strategic business goals. - Stay ahead of industry trends in cloud, application modernization, and integration to provide innovative solutions. - Address client concerns with technical expertise and a problem-solving mindset to drive sales success.

Data Analyst (Region Overseas Data Experience Center)
- Spearheaded the development and enhancement of Power Automate flows to automate the extraction and dissemination of business reports. This initiative enabled timely and accurate delivery of critical insights to key stakeholders, steering business decisions and improving operational efficiency. - Collaborated with the team's Power BI expert to develop and refine Power BI dashboard, demonstrating my ability to create insightful and user-friendly dashboards that provide valuable insights to stakeholders. This project showcased my proficiency in data visualization and my commitment to delivering high-quality work. - Utilized SQL queries and joins to extract and combine data from multiple relational databases, ensuring data integrity for reporting purposes. - Designed and created impactful PPT slides to effectively communicate data insights and project updates to stakeholders. This skillful presentation of information facilitated better understanding and decision-making among team members and leadership.
Tan Jie Yi's Contact Information
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