Yuxuan

Customer Success Data Analyst
FemaleLive in United StatesNationality
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Work experience

  • Customer Success Data Analyst

    Trading Technologies
    2025.02-Current(a year)
  • Consulting Associate

    RCM Alternatives
    2023.09-2023.12(4 months)
    Main Duty: Conducted comprehensive market and product analysis, provided essential support to senior management through detailed reporting and strategy development, and contributed to research and process improvements within the RM team. Market Analysis: Utilized WIND and Bloomberg Terminal to conduct comprehensive Chinese market research and collect economic data, generating actionable insights and strategic recommendations to optimize client decision-making and market positioning Product Analysis: Assessed the Chinese market trends and the performance of over 3,000 future products employing Excel and R, facilitating informed discussions and strategy formulation for delivering impactful consulting solutions through presentations. Whitepaper development: Authored a whitepaper on an updated RM system, simplifying complex concepts to facilitate teams in refining strategies and ensuring alignment with organizational goals, fostering proactive RM practices across departments.
  • Wealth Management Assistant

    CITIC Securities Company Limited
    2023.05-2023.06(2 months)
    Main Duty: Enhanced client engagement and relationships through planned events, supported financial product launches, conducted industry analysis to aid sustainable investment decisions, and managed client meetings and materials with precision and accuracy Product Launching: Led product launching meetings, coordinating cross- functional teams to facilitate discussions to align strategies with product features by executing detailed plans and conducting post-launch evaluations, achieving successful market entry. Industry Analysis: Researched and analyzed the waste recycling industry, utilizing Excel&Rto conduct evaluations of investment potential and market dynamics, presenting actionable insights to optimize portfolio diversification strategies within the team. Client Relationship: Engage with clients to understand their financial goals and risk tolerance by orchestrating high-net-worth client events, advising on investment strategies tailored to their needs and preferences, resulting in strengthened client trust and satisfaction
  • media planning

    Association(NUCSSA)
    2019.09-2023.05(4 years)
    (3 years 9 months) · Amplified the student union's media account followers to surpass 10,000 by adeptly managing platforms and optimizing content, leading to a robust 50% growth rate over the past year. · Orchestrated large-scale events with an outstanding 95% participant satisfaction rate, overseeing pre-event preparations and producing captivating articles with 20,000+ views to promote events. · Collaborated cross-functionally within NUCSSA to create and disseminate 30+ high-quality promotional articles, collectively amassing a total viewing rate exceeding 50,000.
  • Talent & Communication Analyst

    Wayfair
    2022.07-2022.12(6 months)
    Main Duty: Utilized advanced Excel skills to improve training efficiency, enhance organizational understanding through data analysis and visualization, and streamline processes for a smooth transition to a new employee database system. Data Optimization: Managed and analyzed employee feedback data from over 2,000 employees using R for visualizations of 40+ charts that provided actionable insights to the Talent team, resulting in a 30% improvement in training efficiency Data Analysis & Visualization: Employed Excel (Pivot Tables) for trend analysis and data visualization of the data departmental digest for 500+ employees to improve organizational understanding of sectoral engagement. Process Streamlining: Streamlined the incumbency status verification process for over 5,000 international employees using Vlookups, laying the groundwork for a seamless transition to a new data system
  • Digital Marketing Analyst

    FANTAI Financial information Co.Ltd
    2021.05-2021.09(5 months)
    · Restructured and embellished the contents, titles, and photos to boost the click rate from 3% to 17%. · Conducted the consumers' feedback and optimized production to increase video viewer counts by 120% in 4 months, helped the company achieve its new product sales · Assisted in improving marketing efficiency by researching more efficient marketing tools and attractive marketing strategies for future product development.
  • Administrative Assistant

    Michael Kors
    2020.07-2020.12(6 months)
    · Managed the procurement process for office supplies by carefully assessing the company's requirements and evaluating supplier product quality and pricing · Analyzed daily operations of various internal departments, including organizing meetings, facilitating cross-departmental communication, and implementing tracking and feedback mechanisms. · Participated in large-scale global campaign to launch new spring and summer season merchandise
  • Northeastern University Chinese Student and Scholar

Educational experience

  • Northeastern University

    Economics & Business Administration
    2019.08-2024.05(5 years)

Certificates

Communication Foundations Learning PPC with Google Ads Introduction to Business Analytics Excel: Lookup Functions in Depth Business Writing Principles
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