Britney Xu Email & Phone Number

Canada

Toronto, Ontario, Canada

• Develop 10+ custom Excel templates to enhance the accuracy and efficiency of financial transactions, enabling the provision of accurate and up-to-date documentation to support these transactions.• Conduct daily reconciliation of cash deposits to bank(s) and generate well-organized reports to guarantee transaction accuracy.• Produce more than 20+ comprehensive and organized articles for each new product feature to deliver a seamless user experience.• Monitor all… Show more • Develop 10+ custom Excel templates to enhance the accuracy and efficiency of financial transactions, enabling the provision of accurate and up-to-date documentation to support these transactions.• Conduct daily reconciliation of cash deposits to bank(s) and generate well-organized reports to guarantee transaction accuracy.• Produce more than 20+ comprehensive and organized articles for each new product feature to deliver a seamless user experience.• Monitor all transactions regularly and provide updates to management to ensure prompt resolution of any issues.• Analyze operational data to identify opportunities for improvement and recommend strategies to management to drive operational efficiencies.• Collaborate with Accounting, Trading, and Compliance teams to develop 10+ comprehensive Standard Operating Procedures (SOPs).• Streamline external inquiries by creating a 20,000-character email template that resolved 95% of customer inquiries, resulting in increased customer reply efficiency rate.• Maintain effective communication with service providers to quickly resolve any problems that arise.• Create and maintain various reports, tracking spreadsheets, and on-demand ad-hoc report requests, as needed, and within specific timeframes. Show less

Toronto, Ontario, Canada

• Updated various data including customer profile, contact information, contact history, and other relevant information in internal CRM system.• Constructed forecasting models using Excel to prepare weekly and quarterly sales forecasting reports and organized, maintained sales revenue data collection, reporting and communication.• Worked closely with Sales Management and individual Sales Reps to develop targeted lists, call strategies, and messaging to drive appointment setting… Show more • Updated various data including customer profile, contact information, contact history, and other relevant information in internal CRM system.• Constructed forecasting models using Excel to prepare weekly and quarterly sales forecasting reports and organized, maintained sales revenue data collection, reporting and communication.• Worked closely with Sales Management and individual Sales Reps to develop targeted lists, call strategies, and messaging to drive appointment setting for new business.• Assisted in analyzing businesses, market and economic trends to provide qualitative and quantitative decision support.• Evaluated the work performance of sales representatives by capturing data, monitoring sales metrics, and presenting to sales management team. • Utilizes relationships with gemstone accessories vendors to purchase goods for sale and makes sure to compare both prices and quality of items with 3 suppliers before finalizing the purchase.• Built and fostered strong customer relationships and handle after sales services, such as addressing and resolving complaints and all other post purchase questions from customers. Show less

Chicago, Illinois, United States

• Conducted in-depth research and analysis on Volantsys Analytics and its industry to identify areas for improvement in marketing, business development, and solutions implementation processes.• Achieved high levels of client satisfaction by providing comprehensive and strategic recommendations based on industry research, including value chain analysis, SWOT analysis, competitor analysis, and risk analysis.• Developed and presented a range of strategic recommendations, including… Show more • Conducted in-depth research and analysis on Volantsys Analytics and its industry to identify areas for improvement in marketing, business development, and solutions implementation processes.• Achieved high levels of client satisfaction by providing comprehensive and strategic recommendations based on industry research, including value chain analysis, SWOT analysis, competitor analysis, and risk analysis.• Developed and presented a range of strategic recommendations, including SEO improvements, incorporation of a pull marketing strategy, client digital maturity assessment model, business development pipeline model, and impact assessment, to drive sustainable growth and competitive advantage.• Conducted a performance analysis and created an implementation plan to guide the successful execution of the recommended strategies, ensuring the achievement of desired outcomes. Show less

Vancouver, British Columbia, Canada

• Communicated with 150 to 200 clients per day, keeps records of customer compliments, complaints, interactions, transactions, and comments, resulting in increased customer retention and repeat business.• Utilized Client Relationship Management (CRM) software to facilitate the process of responding to and addressing client inquiries and concerns, as well as data and information import/export into enterprise system.• Maintained regular contact with clients on an ongoing basis by… Show more • Communicated with 150 to 200 clients per day, keeps records of customer compliments, complaints, interactions, transactions, and comments, resulting in increased customer retention and repeat business.• Utilized Client Relationship Management (CRM) software to facilitate the process of responding to and addressing client inquiries and concerns, as well as data and information import/export into enterprise system.• Maintained regular contact with clients on an ongoing basis by phone call, emails and online chat and track and update their needs; Handled customer request appropriately, timely and participated in the negotiation and resolution.• Developed and maintained positive client relations and coordinated with a team of 20 colleagues within the company to ensure clients’ requests and questions are handled appropriately and in a timely manner. Show less

• Engaged in new client acquisitions, implemented new data collection strategies, and worked closely with the sales managers to engage local merchants and partners to support numerical findings and promotional best practices.• Introduced Excel function to the company, used functions to collect sales data and predict sales of each item and to analyze key metrics of products for the sales & services organization.• Presented, promoted, and products to both new and existing clients,… Show more • Engaged in new client acquisitions, implemented new data collection strategies, and worked closely with the sales managers to engage local merchants and partners to support numerical findings and promotional best practices.• Introduced Excel function to the company, used functions to collect sales data and predict sales of each item and to analyze key metrics of products for the sales & services organization.• Presented, promoted, and products to both new and existing clients, maintained and built healthy relationships with customers, and reached out to customers for after sales service.• Used Excel to record sales and manage inventory and notified warehouse to produce short stock products. Show less