Opptymizer is a certified Salesforce partner specializing in the implementation of Sales & Service Cloud, Marketing Cloud, and Agentforce & Data Cloud. With 10+ years of Salesforce delivery experience and industry know-how, our team brings deep domain knowledge and proven execution capability. We also offer in-house proprietary AI solutions to enhance Salesforce experience - including our AI MCP Server for Sales Cloud and Marketing Cloud - powering advanced data visualization, AI-triggered campaigns, and intelligent automation at scale. See less

(2 years 11 months) Project Management and Business Analysis - Managed end-to-end IT system projects for financial institutions, including a listed Chinese securities firm, ensuring timely delivery and regulatory compliance. - Led requirement gathering, project planning, progress tracking, and stakeholder communication, aligning business needs with technical solutions. - Acted as a bridge between clients and technical teams, driving effective collaboration and successful system implementation. Client Service - Acted as contact point for 2 major clients by providing ongoing support to users; Managed Change Requests or Enhancements from clients and proposed effective solutions making timely decisions to address challenges

Business Analysis - Revenue Growth: Analyzed the revenue structure of the running department, leading to a remarkable 30% year-over-year sales increase within a single fiscal quarter. - Automated Reporting: Developed an automated Excel tool for streamlined data retrieval and analysis, enabling timely and accurate decision-making for management. - Monthly Reporting: Constructed comprehensive monthly business reports for the Hong Kong management team, enhancing visibility into departmental performance. Customer Solutions - Online Shopping Revamp: Collaborated with a customer service team of 12 to successfully revamp the online shopping journey system, improving user experience. - Team Coaching: Mentored junior colleagues to cultivate a user-centric mindset, resulting in a measurable increase in customer satisfaction rates. - Enhanced Customer Relations: Strengthened customer relationships by providing prompt responses to inquiries, fostering loyalty and trust. Recruitment and Training - Strategic Recruitment: Recruited over 4 staff members for the department, contributing to over 10% of the company’s total sales. - Product Knowledge Training: Provided in-depth training on product knowledge and customer service techniques to junior staff, enhancing overall service delivery.

Latham & Watkins is a top tier US international law firm offering wide range of legal services with over 100 staffs in Hong Kong office. Business Research -Resolved over 5 research requests covering various topics (M&A, DCM,PEetc.) daily by attorneys with quality output -Collaborated with global research team on complex cross border requests. Knowledge and Data Management -Collaborated with knowledge lawyer on consolidating the documents into knowledge database -Facilitated the KYC process for onboarding clients by collecting, verifying the required documents according to compliance guideline. Training -Complied training manuals for new trainees, increasing the utilization rate of resources and trainee’s knowledge on research skill.