Britney Xu Email & Phone Number

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
• 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.

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
• 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.

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
• 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.
• 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
• 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.
• 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.
• 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
• 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