Jeffrey Y. Email & Phone Number

Toronto, Ontario, Canada

•Net 20.37% closed profits since inception•Create Excel trackers to automate calculating positions' risk metrics, floating+realized profit, & average cost•Create trading frameworks to minimize input required for decision-making •Self-reflect and journal to identify psychological fallacies and eliminate emotional trades

Toronto, Ontario, Canada

•Guide childcare directors and ECEs end-to-end in their 90 day journey towards centre-wide adoption of our app, whilst expediting time-to-value•Maintain 93.3% customer retention via active listening to identify and resolve customers' pain-points to mitigate risk of churn•Analyze usage data and trends on Salesforce to identify upsell opportunities, triage risk, and manage floating pipeline of ~75 accounts•Foster and manage customer relationships via multiple channels (Zoom, SalesLoft, Salesforce)•Objection handle and challenge customer's status quo to advocate for digital-focused solution

Ontario, Canada

•Emotional intelligence to empathize with customers and transform frustrating experiences into exceptional ones•Stay level-headed in navigating COVID-19 and deliver exceptional experiences despite unfamiliar challenges•Form long-term relationships, continuous dialogue, and memorable interactions with customers•Support customers in their orders by addressing concerns about preferences/nutrition/allergies

Toronto, Canada Area

•Generated cumulative ~$1,500 MRR via leads generation and email marketing•Managed emails (~60-100 inbounds/day) to address inquiries and explain products in simple terms•Created framework to streamline lead generation - used Excel to transform raw bulk data into actionable leads•Updated Salesforce DB via large-volume interactions on multiple channels (email, Intercom, phone)•Collaborated with sales team to transition qualified leads in order to streamline demos and closing sales•Consulted client-success team to identify clients' challenges, then tailored marketing communications accordingly

Toronto, Canada Area

•Provided pro bono legal services to small businesses under supervising lawyer•Collaborated with teammates to resolve client's challenges whilst incorporating client's and lawyer's feedback •Engaged in client meetings to ascertain their needs, set expectations, and advise on resolutions•Managed and developed client's file by conducting legal research and drafting contracts