Financial SaaS for SMB：·Promotion and business development planning·Pathway development planning and target analysis·Channel cooperation negotiation·Product education training ·External exhibitions and sales activities

·Industry analysis and information collection.·Detect customer needs and existing business challenges.·Customize presentations and system DEMO based on business goals and needs.·Draw up a Salesforce CRM blueprint for customer needs.·Communicate and coordinate cross-departmental and customer needs, and work with the team to plan CRM total solution.

·Approach target clients proactively (telephone, email, social networks, events, etc.) ·Maintain relationships with existing customers. ·Search for new leads. ·Conduct market research (analyze competitors, efficiency of sales strategies, etc.) ·Conduct website designing, building, and maintaining, includes proposal briefing, quotation drafting and scheduling.

·Customer relationship management. ·Website maintenance and online consultation for existing customer. ·Interview with corporate customers' usage habits and operating preferences. ·Website background system module process development and improvement plan.·Cross-functional communication and internal resource coordination.·Website construction project management and department resource integration.·Background operation education training and online services.·Consultant services to customers to analyze their product features, and provide marketing campaign recommendations and SEO operation recommendations.

·Software consulting for enterprise customer systems.·Analysis and introduction of product characteristics, and provide suggestions for enterprise customer system introduction.·System software introduction evaluation, online planning and execution.·Business development·Enterprise customer ERP system introduction planning and project implementation.·Software operation instructions and education training.