7+ years of industry experience of developing successful Business Intelligence solutions, analyzing and interpreting data to support business operations. Excellent project management skills, multi-tasking and detail-oriented. Self-motivated problem-solver capable of prioritizing and managing complex projects in fast-paced working environment. Proficient knowledge in analytical tools such as Power BI, Tableau, Salesforce, SQL, SAQL, Einstein Analytics(EA), Excel Spreadsheet Modeling, and other CRM systems. Hands on experience and solid understanding of business operation to empower the organization with tools and applicable data that supports strategic programs.
• Creator, developer, owner and admin of the BI Solutions/Dashboards/Reports for the sales/field team
• Work closely with IT data migration and system integration and assist in the QA of the Data Warehouse Architect
• Understand business goals and strategies, transform business needs into BI requirements, and gather & manage user requirements to develop & implement BI solutions in line with the Business Operations goals and best practices
• Identify and analyze the data structure, logic, workflow and UI of the BI dashboards/solutions
• Utilize multiple BI tools such as Power BI and Tableau to design, develop and implement high-performance, enterprise-wide and real-time smart BI solutions (dashboards/Apps) that are operational, tactical and strategic
• Conduct data modeling, analysis and reporting from multiple data sources to discover insightful trends and patterns in a strategic approach for better decision making
• Main BI projects include Comprehensive Sales YOY Analysis, Customer Risk Analysis & Segmentation, Product Analysis, Sales Team performance KPI Analysis, Sales Funnel & Pipeline Analysis, ArcGIS Mapping, Tableau Usage & User behavior Analysis...etc.
• Plan, develop and execute the troubleshooting testing processes of BI solutions for quality assurance, keep tracking and documenting issues, and implement solutions to solve the issues
• Provide training, guidance and advice for users to align the business intelligence solutions and the business objectives
• Maintain, update CRM tools - NetSuite, Salesforce and Tableau, analyze CRM realignment requests, and run ad-hoc reports - particularly for strategic sales analysis such as rep deal allocation, revenue attainment, product performance and other sales-related activities to aid sales management in business operations for senior executives
• Support sales teams with training and guidance regarding field sales incentive compensation process and procedures, deal structure and policy guidance, and serve as the trusted advisor to communicate frequently with sales reps and sales management regarding commission cases, processing corrections and adjustments as needed
• Prepare and secure approval of monthly/quarterly commission calculation while ensuring accuracy of payments to execute on quote-to-cash process, and review, update and complete individual commission statements for team members
• Manage approval and calculation of rebate and MDF payments process and ensure proper and accurate payment of rebates to assigned accounts on a timely basis
• Responsible for providing analytical database support for sales and marketing projects and coordinating with others in developing database architecture for sales and marketing management and operation
• Conducted comprehensive data research and reporting that will drive revenue and assisted in the selling process including but not limited to: Sales Win/Loss Competitive Analysis, Sales KPI Reconciliation, Sales Lifecycle Analysis, Sales Forecasting, Sales Funnel Analysis, Product Analysis, Pricing Analysis and Marketing Campaign ROI Tracking
• Responsible for manipulating, organizing, integrating and operating database management systems, and providing advice to other team members regarding the application of database management tools
• Documented structure of company business data and performed data mining analysis which serves as a guide for the leadership of marketing and sales
• Co-ordinated with the IT team, Technical Writing team and other team to maintain the corporate knowledge database to serve as a resource for sales opportunities for RFP Process that directly drives revenue (Request for Proposal)
• Queried the NetSuite Customer Relationship Management (CRM) database and maintained the CRM Database Hygiene to conduct Ad-Hoc analysis for senior management to gain insights and better understanding of the market situation
• Measured marketing campaign ROI by working with database administrator to analyze big data based on the campaign situation
• Conducted in-depth marketing research and data mining about potential customer of key contacts, addresses, competitors and product characteristics to be promoted
• Monitored customer data from Survey Monkey and conducted data extraction, integration and analysis to specify potential opportunities and identify the key interests and concerns of the target audience
• Conducted weekly website traffic analysis from digital platform HubSpot to identify new sales opportunities and discover hidden patterns through sales life cycle
• Performed database hygiene using CRM database NetSuite and prepared for reports and other sales & marketing materials