Work experience

• Sales Development Representative, APAC

  APAC

  2025.08-Current

  (9 months)

  Hired as 1st employee from Taiwan, covering Greater China, ASEAN, India & ANZ - Identifying and engaging key decision-makers across fintechs and banks through strategic, consultative outreach using Email, LinkedIn, and calls, leveraging HubSpot and AI tools to manage campaigns and build lasting partnerships. - Engaging prospective clients through personalized, value-driven interactions, acting as a trusted advisor to align Paymentology’s solutions with their needs while coordinating meetings and ensuring seamless communication with the sales team. - Representing Paymentology at major fintech events to engage prospects, strengthen relationships, coordinate meetings and follow-ups, and facilitate post-event debriefs to capture insights and enhance future event strategies. - Maintaining accurate outreach data in HubSpot, provide weekly performance reports, share prospect insights to refine strategies, and collaborate cross- functionally to align outreach efforts with campaign goals and business objectives.
• Sales & Implementation Consultant, APAC

  VISEO

  2024.02-2025.01

  (a year)

  - Conducted discovery calls for SaaS solutions (ERP, CRM, POS), presenting value propositions, qualifying leads based on business requirements, and successfully onboarding 3 retail clients, generating over $500K in revenue. - Collaborated with application teams to assess clients' enterprise software and identify functional gaps for developing tailored strategies, and maintained accurate CRM records, pipeline progression, and sales metrics in Salesforce. - Implemented ERP and CRM transformation projects by facilitating Scrum development meetings and managing data migration for finance and retail client in APAC, achieving 85% accuracy in time and budget across all milestones. - Executed E-commerce and POS upgrades by transitioning on-premises systems to SaaS and multi-cloud environments in alignment with the functional roadmap for retail client in GCR, fostering continuous collaboration with SaaS partners.
• Intern

  EY

  2023.01-2023.04

  (4 months)

  - Provided support for 2 clients in finance and tech to progress systems implementation projects and integration capabilities regarding software deployment (CRM & Loyalty program, ERP, Cloud) and enabled broader transformation offerings. - Identified technology risks related to application governance among business processes and proposed processes reengineering solutions for the clients to meet compliance obligation and increase operational efficiency by 25%. - Facilitated procurement process for 3 clients’ CIO and CTO buyers related to IT operating model & enterprise architecture selection, comparison and price negotiation, with success rate over 90% in the ultimate meeting.
• Intern, Digital Project Management

  Advantech

  2022.06-2022.09

  (4 months)

  - Participated in a project regarding digital transformation for product lines, assisted in database management, integration and upgrade for 5 Industrial IoT product groups using SQL to develop new database system for marketing automation. - Refined a new software for marketing purpose of US branch by performing 500+ User Acceptance Test (UAT) cases and informed technical team of possible compliance improvements, bugs, and missing information through conference calls. - Established product selector on e-business platform to optimize user experience, achieved 8% increase in conversion rate. - Implemented data cleansing and standardization tasks for sales data and proposed 29 suggestions for table improvement.
• Intern, Financial Product Management

  Manulife

  2021.09-2021.12

  (4 months)

  - Performed quantitative analysis & visualization on product performance and customer data using Tableau and Microsoft Excel & Access to evaluate 3 insurance products and provided enhanced strategies to the sales & marketing team, improving the sales for 4%. - Structured an innovative financial product based on financial data and assessed its feasibility with the product team, and coordinated with internal parties and regulatory bodies (e.g. SFC) for compliance and evaluation of loaning leverage. 學歷

Educational experience

• 香港城市大學

  Management, Minor in Business Intelligence

  2019.09-2023.06

  (4 years)

Certificates