Joyce Lin Email & Phone Number

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

• Act as subject matter expert to support Institutional Sales & Marketing, affiliate and other retail teams’ utilization of the CRM system• Lead the development and implementation of ad-hoc / new reports• Collaborate with end-users, Systems team, and other CRM administrators on issues relating to CRM system utilization and reporting• Create Visio process flow diagrams for business/technological improvement initiatives• Develop process documents for data management/reporting• Create project and test plans for CRM data / system upgrade projects• Facilitate testing and training, as well as implementation and communication with end-users• Perform analysis to streamline CRM related processes

Toronto, Ontario, Ca

• Support Sales & Marketing team utilization of CRM system (Advent APX) for sales/prospect data and provide end-user training and technical support• Liaise with end-users, Systems team, and other CRM administrators on issues relating to CRM system utilization, reporting, and application upgrades• Monitor processes to ensure integrity of CRM prospect data and trouble-shoot data issues• Creating ad hoc queries, exporting data and maintaining distribution lists using MS Access and the CRM system• Provide data management support for event planning and execution and develop pre-event/campaign data analysis as required

Toronto, Ontario, Ca

• Create, test and distribute the Firm’s announcements (events, bulletins and surveys etc.) through Ticket Emerge and Lexis Nexis InterAction programs• Handling data change management tickets by monitoring changes made by users in an effort to prevent problematic data from entering InterAction. Researching and processing these changes and following up with the user as necessary• Work with practice groups, marketing managers and directors in establishing, modifying and maintaining lists for targeted business development.

• Create and design publications and promotional materials such as brochures and pamphlets using Adobe Suite• Gather, summarize and provide accurate data for informational reports• Conduct market research on prospective clients as well as industry competitors• Market research and recommend strategies such as online marketing, pricing, and other direct marketing methods

• Handling incoming phone and e-mail inquiries regarding company's product and services.• Screen the support line for technician support team and open new tickets for technical issue • Follow up with customers to schedule software training and system upgrades• Consult the customers to analyze the system specifications to ensure their computers meet the requirements for the upgrade or re-installation • Conduct customer service survey to ensure the technical support meet the customer's needs

• Worked on a Market Research Project to identify any additional outlet for Northeast’s current existing hockey products (sticks/replacement blades) outside of OEM market. • Conduct research on the target market, demographics and pricing strategies.• After conducting the research, come up with recommendations to help expand the company's market base.