Yisi Lu Email & Phone Number

• Work closely and professionally with local Territory Sales Managers & different departments to serve customers in the territory.• Actively conducting prospecting calls & generate leads through all sources such as Dodge, Databid, tableau, referrals, local media, etc. Respond to all incoming leads daily. • Convert leads, perform quality calls and emails, anticipate and overcome objections and ask for the deal.• Prepares customer quotations based on their specifications to meet their requirements, deliver customer excellence that drives sales revenues, and process order, account activation through Salesforce and confirm order accuracy, • Review pipeline daily, and follow up with every customer/opportunity to convert more sale and minimize the risk of losing business.• Create action plan to meet daily, weekly, monthly and annual sales quotas • Grow sales of 360 offerings in addition to other potential new initiatives.• Maintain and grow relationships with existing customers to ensure best value is achieved.

• Deliver outstanding service and sales support with minimal to moderately complex transactions with the aim to provide complete and correct solutions the first time• Working towards achieving set goals while being an ambassador for innovation by offering legendary experience and trusted advice • Proactively connected with customer to identify sales and opportunities • Effectively follow KPI and goals and objective, track progress versus goals and make adjustments ad needed

Markham

• Performing invoice, A/R, A/P, shipping task by using Complus & Rogers Sale System and complete all tasks by required timeline• Data entry for order placement and performing inventory management• Verified completeness and accuracy of data and documentation of hundreds of invoices monthly and resolved any discrepancies• Help rebuild customer and vendors profile to be complete and accurate • Delivery of professional customer service through efficient communication, fast and accurate processing of orders, and coordinating with other departments to resolve inquires.• Promoted to handle multiple sales accounts and every aspects of office administration

Markham

• Identify and understand customer needs and complete transactions with speed, efficiency, professionalism and certainty• Helping promote digital banking, created Internet banking profiles and assisted in the registration process • Ensured growth in sales of products and banking services by recognizing opportunities and making referrals for client conversion and acquisition of new account relationships • Boosted branch sales of personal accounts, investments, and credit cards by conveying applicable services and products that developed client relationships. • Ensured 100% accuracy at the end of day reconciliation by balancing debit and credit transactions made by clients.• Adhere to operational controls, including legal, corporate and regulatory procedures to ensure the safety and security of customer and bank assets

• Assisted health professionals to plan events and seminars• Coordinated and set up conference calls and meetings, special events and travel arrangements• Bookkeeping related activities

• Provides legal administrative support services to the Lawyers/Licensed Paralegal in APS, Family Act, Will and POA• Receive, sort and file a high volume of diverse documents received by mail, fax, e-mail, and walk-in deliveries• Communicating with clients, real estate agents and brokers in a professional manner• Open files for client, and organize files and closings, and assisting other Clerks when needed• Drafting and coordinating necessary documents required for closing and other matters (including agreements, closing documents, ledgers and etc.)

Markham

• Provides legal administrative support services to the Lawyers/Licensed Paralegal in Personal Injury Law and Highway Traffic Act Sections• Receive and respond to incoming correspondence and prepare ancillary correspondence as required; arrange medical legal assessments as required in order to proactively manage clients’ cases.• Prepare and dispatch OCF forms, medical briefs and records, as well as ancillary correspondence and attend to administrative tasks related to ongoing files as directed• Maintains case costs by verifying outstanding balances with attorney, clients, and providers• Maintain stationary and mail inventory

Toronto, Canada Area

• Assist in opening and closing procedures at the facility.• Promoted a positive work atmosphere by behaving and communicating in a manner that supported students, staff, parents, and the general public• Performed multifaceted general office support. Established strong internal and external communication skills

Toronto, Canada Area

• Performed generally daily job, such as shelving, shifting, resorting, delivering and maintenance books. • Assisted with the library’s 2011 shifting project. Established strong team player skills• Maintenance of the library and its collections: circulation files, records and statistics.• Assisted the students by answering reference questions, locating books/publications and processing checkout and return requests.

Bachelor Of Administrative Studies, Specialized Honour, Finance

Business Diploma, Accounting

Activities and Societies: Awards: -Got International scholarship - Academic Scholarship, Won top prize entire grade - Academic Award.