Zhen Zhao Email & Phone Number

New York City Metropolitan Area

San Francisco Bay Area

Selected for and completed a three-year leadership program. Promoted from Senior Manager to Principal Manager in March 2024.- Proactively define & execute Salesforce products* adoption & continuous improvement strategies serving 50+ teams and 1,000+ users. User count & revenue grew +50% over a two-year period.- Responsible for exec-level presentations diagramming solutions & analyzing ROI to secure buy-in & propose de-risking strategies.- Provide consulting services and manage partnership with 12 Circe Technologies (subsidiary of Felton Institute, Salesforce ISV partner) customers through business changes. - Collaborate with the business development team in cultivating opportunities, proposing high-level solutions, and securing buy-ins.- Pitched and secured executive sponsorship to expand the team. As a result, I manage two analysts/system admins responsible for Salesforce customization. - Develop MediCAL & private insurance claim and reconciliation processes with an in-depth knowledge of billing rules & matrices.- Build integration with Heroku, Zoom, Twilio, Tableau, Mulesoft and Okta, resulting in improved security and boosted productivity.- Project manage and control the quality of advanced flow, Apex, REST API and LWC development in multiple orgs.- Deliver ETLs with Python/SQL, and scheduled batch Apex. Data scope exceeds half a million rows with interdependencies.- Consolidate multi-environment data into Tableau Cloud and craft enterprise KPIs based on org priorities and audience types.- Identified operational needs for a new engagement channel; I designed & deployed an integrated chatbot for 250+ enterprise users utilizing Heroku, Twilio, Python, and Salesforce.- Design and test dynamically grounded LLM apps with Data Cloud and AI products to summarize key context for clinical users.*Sales Cloud, Service Cloud, Experience Cloud, Nonprofit Cloud, Data Cloud, Tableau, Mulesoft (Dataloader.io).

San Francisco, Ca

- Led Service Cloud adoption following the best practices & delivered the first Salesforce-based 988 suicide call center in California.- Developed the digital backbone in a month for Todo Por Mi Familia, a federally sponsored project in collaboration with Seneca and ACLU, featured in national media.- Established the DevOps model including running weekly stakeholder meetings, release sprints and package-based management.- Packaged an AppExchange solution which received consistent five-star ratings and successfully passed security reviews.- Designed and produced exec-level KPIs with Tableau on productivity, service outcomes and regulatory compliance.- Managed the health informatics rollout of over 10 programs meeting Medi-CAL billing and Justice system service requirements.- Sole representative of the company at Dreamforce conferences for four years and participated in Trailblazer group events.- Analyzed health outcome and clinical training data. Published two peer-reviewed journal articles in the field of psychiatry.

Promoted from Research Assistant to Research Scientist in March 2016- Oversaw data collection & analyses with Python and Stata of NIH sponsored clinical trials in sites spanning two states.- Collaborated with multidisciplinary researchers on academic writing, reach methodology and conference presentations. - As the principal Salesforce admin, delivered system customization with a focus on healthcare billing and service outcomes.

Berkeley, Ca

- Conducted public health law research on the effectiveness of distracted driving laws with synthetic control.- Managed traffic collision database from 24 states involving ETL process to standardize 1 million+ records in various formats.- Co-presented the research findings at a national research conference organized by Robert Wood Johnson Foundation.

Mumbai Area, India

- Conducted research on the impact of computer coaching targeting pre-college students in rural India, covering 600+ research participants.- Operated propensity score matching and asset mapping.

Beijing City, China

- Compiled annual corporate social responsibility report for the largest development agency globally (asset-wise).- Drafted agency-wide memorandum on social investing.

Shanghai City, China

- Organized networking events for 300+ entrepreneurs, angel investors and VCs in the launch year of SVB-China.- Managed SVB-China's presence on social media platforms to promote events and drive engagement.- Generated business leads including third party referrals, prospective investment opportunities.

Master'S Degree (Now Under Goldman School Of Public Policy), Development Practice

#Courses Development Economics Quantitative Methods and Impact Evaluation Innovation Product Development and Marketing Social Investing.

Bachelor'S Degree, International Economics & Trade (国际贸易）

#Courses Microeconomics Macroeconomics International Economics International Finance Accounting Marketing (exchange program in Innsbruck.