Lauren Chong Email & Phone Number

New York, NY, US

New York, New York, US

• Oversee multiple SaaS projects, using Agile methodologies, throughout the entire project lifecycle to deliver comprehensive digital solutions
• Work with creative team to develop and execute various customer's creative projects, such as branding, advertising, and content creation
• Main point of contact for all Customer communications, scope, timeline, and budget
• Accurately identify and mitigate project risks, forecast development timelines and budget accordingly
• Facilitate communication among team members - internally and with the Client
• Thorough understanding of digital web development in all its forms (design, UX, content, UI development, engineering and quality assurance)

New York, New York, US

• Responsible for overall client satisfaction, quality of service, and on-time, on-budget completion of the agency's services
• Advised and collaborated with internal and external stakeholders on digital design, strategy, and optimizations
• Managed global paid media and digital strategy by collaborating with the Digital Development, Creative, Finance, and Operations Teams
• Oversaw all performance of Digital and Paid Media for ROI and optimize where needed; providing insights and recommendations to the clientto align with KPIs
• Ensured the profitability and growth of Accounts portfolio, through quarterly client team resource planning, budget management, and regularlyreviewing the Account P&L with the Account Team
• Maintained financial management and the processes for following and executing revenue recognition rules and policies

Milwaukee, WI, US

• Acquired extensive knowledge and achieved proficiency in the following areas: financial and accounting techniques, financial modeling including economic scenario models, budget models, forecasting models, and cash flow.
• Built meaningful client relationships through prospecting and referrals; generating a solid and growing Book of Business ($8M)
• Provided high-quality guidance to clients in making financial decisions and developed personalized investment strategies through portfolioanalysis, resulting in a 100% client retention rate
• Maintain and develop customer CRM
• Developed comprehensive knowledge of financial products, including employee benefits, retirement, disability, and life insurance
• Obtained investment broker licenses (FINRA Series 6 & 63) by gaining expert knowledge of regulatory and legislative policy and procedures

Milwaukee, WI, US

• Provided administrative and accounting support to senior management to enable workplace efficiencies
• Compiled and organized client data to facilitate the preparation of tax returns and other financial reports
• Performed bookkeeping and data entry of accounting records for various clients on QuickBooks

• Identified new business opportunities and generated customer pipeline in various international markets
• Updated and maintained customer CRM databases
• Created content for digital marketing and social media
• Assisted with new product development and carry out market research
• Acted as brand ambassador at promotional events and trade exhibitions
• Assist with the day-to-day business operations

Honolulu, Hawaii, US

Bachelor Of Science, Business Administration (Bsba), International Business

High School Diploma