Robert Li Email & Phone Number

San Francisco, Ca, Us

San Jose, Ca, Us

• Strategic Planning & Execution: Led DEI strategy development and socialization sessions, refined strategic vision through workshops, and integrated DEI into portfolio lifecycle processes.• DEI Organization Redesign & Change Management: Led and executed the redesign of the DEI organization to align employee strengths with organizational needs, ensuring alignment with strategic goals and fostering an environment conducive to open and courageous leadership conversations• Leadership & Team Development: Managed and mentored team members, facilitated talent reviews to foster a supportive and growth-oriented environment.• Operational Efficiency & Excellence: Developed an agile operational framework using project management tools, led regular team meetings, and ensured compliance with corporate standards to optimize customer success operations.• Promoted to also leading Strategy and Planning (creation of a new team) for the DEI Organization after 7 months of being Chief of Staff

San Jose, Ca, Us

2016 - 2023: Connected Asian Affinity Network (CAAN) - San Jose Chapter Lead2012 - 2015: CAAN Leadership & Professional Development Team

San Jose, Ca, Us

• Led development of a standardized marketing metrics and related dashboard creation across EN&C and MIG• Drove initial measurement of Hybrid Work results, including defining, measuring and insight generation• Designed and developed a standardized cross architecture tagging, tracking and optimization strategy, connecting our strategic offers to the customer priorities

San Jose, Ca, Us

• Developed Demand Forecasting model and drove process improvements through focused strategic demand and lead-handling, resulting in increased volumes, conversions and bookings quarter over quarter. • Connected the dots between the inner workings of Eloqua and VDC processes for our global marketing teams to aid in understanding and implementing a more successful lead generation pipeline.

San Jose, Ca, Us

• Brought together marketing community to drive functional, regional and portfolio alignment towards a common analytics goal and understanding

San Jose, Ca, Us

• Domopalooza Speaker - Culture, Change & Adoption• Implemented new data visualization platform (Domo) for Marketing (1,200+ employees in 14 months) to change their approach in how data is used. • With over 484+ million rows of data and 40+ business applications, Marketing needed to shift from historical reporting from multiple sources to using data to optimize using a single source of truth.• Ran global optimization calls, campaign and content reviews and multiple initiatives to drive use and understanding of new award winning B2B marketing engagement methodology.

San Jose, Ca, Us

• Team won the Sirius Decisions ROI Award• Led a team and managed external stakeholders to drive the transition to an effective, efficient, scalable Marketing Engine to measure Marketing’s contribution to Revenue • Actively monitored key metrics and provided predictive, actionable insights to optimize the global marketing lead pipeline, achieving $2.8B in Sales Qualified Leads (against a goal of $1B)• Pioneered initiatives to thread inbound & outbound marketing leads, sales qualified opportunities, and bookings data across multiple reporting platforms to achieve end-to-end pipeline visibility.

San Jose, Ca, Us

• Managed a $6M global budget, working with VP and regional managers to determine strategic use of funds • Developed a metrics framework to measure efficiency and effectiveness of Contact Centers while increasing communications between regions on best practices and knowledge-sharing

New York City, Ny, Us

• Identified opportunities to increase revenue and mitigate risk through evaluation of account pricing for a business segment with over 12,000 accounts and $215 million in annual revenue• Collaborated with Global Pricing, Segment Management, and Sales teams to develop a consistent model across segments to analyze pricing• Analyzed cancellation trends and insights based on customer-based research

Worldwide, Oo

Audit Manager• Led a 13-member team of accounting professionals to perform the audit of a $50 billion (assets) online financial services company• Managed a 30,000 hour, $7 million project budget (including a 7% reduction in hours from the prior year)• Coordinated a cross-functional team of auditors, tax professionals, computer audit experts, and specialists • Doubled retention of returning staff members on the team after 2006 promotion to Lead Senior Auditor• Conducted industry and client specific development training for internal staff and external client personnel based on research of current industry trends and issues• Counseled and mentored six staff, guiding them in forming their career goals and advising them on their performance and learning opportunities• Promoted from Staff Auditor to Senior Auditor in 2004 and to Audit Manager in 2007

Washington, Dc, Us

• Designed, developed, implemented, and maintained webpages for the McDonough School of Business using Adobe Photoshop and Homesite• Provided technical support to resolve application problems and network errors

• Analyzed and developed ideas for new product introductions, including pearl tea drinks for the largest retail store in Hawaii specializing in local Asian snacks• Developed online media strategy targeting island-expatriates increasing sales by 16%• Redesigned the look and flow of the company’s online ordering website based on consumer insight• Conducted customer service training and developed a standardized training manual for new employees

Mba, Marketing, Entrepreneurship & Innovation, Management & Organizational Behavior

Bsba, Accounting, Finance

High School