- Generated over $1M in revenue, demonstrating strong sales and client relationship management skills.- Was nominated and completed Account Executive training Q32024- Was nominated and completed Managers Launchpad training Q12024- Exceed KPIs and quotas, recognized as top-performing SDR in Q1 and Q2.- Achieve the highest score in SDR-wide product knowledge exam, bridging solutions and addressing product gaps with clients.- Engage high-potential prospects using sales technology, maintaining accurate CRM records.- Mentor new SDRs, facilitating training sessions on Tipalti features and effective sales techniques.

- Delivered premium service to over 100 clients, boosting satisfaction and retention rates.- Managed diverse client accounts, processing over 200 transactions monthly with 98% accuracy.- Ensured compliance with policies and regulations, analyzing and processing investment products.- Streamlined client experience, reducing resolution time and improving feedback scores.- Led process optimizations, increasing operational efficiency by 10%.

- Resolved escalated client requests, ensuring satisfaction and maintaining strong relationships.- Streamlined processes and enhanced client experiences through effective cross-departmental communication.- Provided quantitative data on product performance, demonstrating technical and analytical expertise.- Increased conversion rate by 30% and sales by 40% through effective engagement and marketing campaigns.- Communicated user feedback to R&D, contributing to product improvements.

Taught English and science to students in middle school and high school.Volunteered as an English tutor at Taiwan Redcross.