Eric Li Email & Phone Number

Vancouver, British Columbia, Canada

• I ensured the continued success of our clients once they complete their implementation cycle. It is my team's role to lead and provide technical expertise in the training and building of a myriad of financial planning.
• Provided post-implementation support for developing optimized solutions for client's budgeting and accounting functions.
• Proactively identified and trained clients on how to resolve potential issues within their model, ensuring organiziational-wide financial time savings and efficiencies.
• Led training sessions on software functionalities to increase end-user involvement and optimize client's overall experience with Prophix.
• Achieved a personal Net Promoter Score of 85.7% from client feedback in my first year for this role.

Vancouver, Canada Area

• I co-managed the Oaken Branch to oversee all the daily operations in Vancouver. As such, I quickly became the first mode of contact and the face of Oaken to my clients in Vancouver.
• Co-led the successful launch of the Vancouver Oaken branch, establishing the culture-customer journey
• Leveraging CRM tools such as Salesforce, SAP, and Microsoft Dynamics 365 to build deeper relationships with clients, improving customer satisfaction, referrals, and retention.
• Proactively and consistently engaged in cross-training by providing business support to visa, call center, underwriting, and deposit processing departments
• Built internal systems in excel to track significant dates and work progress for the department, resulting in increased organizational communication and efficiency.
• Diversified brand image and customer engagement by representing Oaken at trade shows and conventions.

Nairobi, Kenya

• Shortlisted to work for Aga Khan University in Kenya as one of the recipients of the prestigious Queen Elizabeth Scholarship Program. The University's mission is to improve the quality of life in the developing world.
• Conducted and provided in-depth analysis of excel data charts timely and accurately to help facilitate stakeholder directives for the initiation and closing of major grants.
• Streamlined processes by proactively creating a simpler classification system for organizing grant initiation documents; championing best practices to reduce operational inefficacies.
• Proficiently collected, compiled, and analyzed data to ensure the timely completion of timelines and projects within the department.

Taipei, Taiwan

• A national program launched under the Ministry of Education in Taiwan, aiming to provide global exposure to less connected and rural Taiwanese children.I was able to match with a group of middle school students with.
• Cultivated and enhanced youth development by providing an invaluable and uniquely global perspective to their lives.
• Enhanced youth confidence by providing a safe platform in a cross-cultural environment to learn English.

• I worked in one of the busiest TD retail branches in Vancouver, professionally delivering exceptional customer experiences in a fast-paced environment.
• Consistently exceeded quarterly sales goal pacing at 150-200%.
• Enhanced client banking experience by adding informational and interpersonal value to every transaction.
• Proven top performer by consistently placing first within friendly sales blitz events organized by the branch to boost sales.
• Reduced fraudulent activity with proactive and accurate analysis of every situation.
• Greeted and approached customers with enthusiasm and professionalism to create a legendary customer experience.

• Expanded customer reach by attracting a diverse clientele through communicating and selling in 3 different languages (English, Mandarin, and Cantonese).
• Created a customer catering and comfortable environment which resulted in exceeding weekly sale goals consistently by 110-150%.

Bachelor Of Business Administration (Bba), Entrepreneurship/Entrepreneurial Studies

Social Value Award for 2018 Peter Thomas Innovation Project: • Formal competition where Entrepreneur students compete against each other.

Business Administration And Management, General

Exchange from Sept 2017 - January 2018

Associate Of Arts And Sciences - Aas, University Transfer Program

Activities and Societies: Arts and Science Commerce Focused Diploma Completion of over 90 credits.