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Nancy
Financial Services Expert and Fintech Innovator
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Nancy

Financial Services Expert and Fintech Innovator
As a Managing Partner at Helping business to succeed, I lead a team of consultants who provide tailored solutions and services to clients across various industries and domains. My mission is to help them achieve their most ambitious vision of success by leveraging cutting-edge technology, data-driven insights, and strategic partnerships. I have over 3 years of experience in this role, and I have delivered multiple projects that resulted in increased revenue, efficiency, and customer satisfaction for our clients. I also serve as a Merchant Operations Manager at ConnectWise, where I oversee the product development and sales cycle of the payment platform for IT services. I work with internal and external stakeholders to assess and prioritize product ideas, create detailed business plans, and drive major enterprise accounts. I have over 3 years of experience in this role, and I have contributed to the growth and retention of the payment user base, as well as the optimization of the payment process and support. I have a strong background and expertise in SaaS, fintech, and financial services, as well as leadership, communication, and goal-setting skills. I am passionate about solving client issues, improving operational activities, and empowering my team to achieve their full potential.
ConnectWise
Massey University
高雄市, 台灣
台湾・澳大利亚

精选履历

上传于 2024年8月5日

专业背景

  • 目前状态
    待业中
  • 专业
    其他
    财务顾问
    老师
  • 产业
    投资管理
    事件管理
    公共关系
  • 工作年资
    15 年以上 (15 年以上相关工作经验)
  • 管理经历
    我有管理 5~10 人的经验
  • 技能
    Word
    Excel
    PowerPoint
    Microsoft Office
    Google Drive
    Communication
    word
    Canva
    Photoshop
    powerpoint
  • 语言能力
    English
    母语或双语
    Chinese
    母语或双语
  • 最高学历
    大学

求职偏好

  • 目前状态
    正在积极求职中
  • 预期工作模式
    全职
    对远端工作有兴趣
  • 希望获得的职位
    PM/產品經理/專案管理
  • 期望的工作地点
    台灣
  • 接案服务
    全职接案者

工作经验

Merchant Operations Manager

2022年12月 - 现在
Australia
* Merchant Operations: Appraise product ideas pertaining to Merchant Operations and Support, effectively includes those in the roadmap based on priority and availability of resources. * SaaS: Create detailed business plans to facilitate the attainment of sales goals / KPI throughout entire sales cycle from finding a client tosecuring a deal. * Payment Process: Receiving payments checking logged-ins, updating payment accounts, preparing billing statements, financial statements. * Financial services: Driving major enterprise accounts, establishing relationships, providing direct touch across all levels of the end customers whist engaging with the top SI's. * FinTech: Competing with traditional financial methods by adopting the latest technologies to ease partner's in providing financial services. * Drive the execution of the Merchant Journey and lifecycle through product development, merchant and industry research, market research, competitive analysis, planning, positioning, roadmap development requirements development and product launch. * Translate operations strategy into detailed requirements for prototype construction and final product development by engineering teams. * Manage the Support Team and translate support analytics to product enhancements, improvements. * Create operations strategy documents and processes that describe business cases, high-level use cases, technical requirements, revenue and ROI * Analyse Merchants Data to develops upsell and cross-sale strategies, define product objectives for effective marketing communications plans. * Liaise with relevant teams and cross functions to ensure merchant lifecycle management is seamless. Example: Customer Success for activations, Finance for billings, Collections for overdue payments, TechOps for ticket resolution. * Collaborate closely with Tech, Productions, Marketing and Commercials team on the development. QA and release of products and features.

Client Onboarding Specialist

2021年12月 - 2022年12月
1 年 1 个月
* Assesses and approves clients applications within Delegated Lending Authority of $50k * Merchant Operations: Merchant Operations and Support, effectively includes those in the roadmap based on priority and availability of resources. * SaaS: Create detailed business plans to facilitate the attainment of sales goals / KPI * Payment Process: Receiving payments checking logged-ins, updating payment accounts, preparing billing statements, financial statements. * Financial services: Driving major enterprise accounts, establishing relationships, providing direct touch across all levels of the end customers whist engaging with the top SI's. * FinTech: Competing with traditional financial methods by adopting the latest technologies to ease partner's in providing financial services. * Drive the execution of the Merchant Journey and lifecycle through product development, merchant and industry research, market research, competitive analysis, planning, positioning, roadmap development requirements development and product launch.

Senior Operation Executive

2019年1月 - 2021年12月
3 年 0 个月
Sydney, New South Wales, Australia
• Ordering office supplies • Prepare paperwork and conduct orientation for new employees. • Delegate, mentor, coach staffs. • Greeting company visitors, Handling incoming calls and other communications. • Resolve disputes and grievances. Overseeing administrative support. • Supervising personnel and managing office expenditures and budgets. • Developing and implementing new administrative systems and undertaking accounting responsibilities, Set up appointments and conferences, managing meeting rooms. • Managing fi ling system, maintaining documents, and updating paperwork

Merchant Services Consultant

2017年4月 - 2019年12月
2 年 9 个月
Sydney, New South Wales, Australia
• Initiate and implement process enhancements. • Ensure adherence to relevant compliance and regulatory requirements. • To ensure the all the merchants pass the compliance checks by checking KYC and AML, communicate the potential risks. • Analyse current merchants and review the experiences criteria appropriateness. • Delivery the quality framework to appropriately meet the business needs. • Establish and maintain excellent relations with merchants and coordinate with quality personnel to ensure smooth delivery. • Communicate any issues and problems or additional information to staff s as soon as its available. • Merchant onboarding - in conjunction with others, onboard merchants covering plan drafting, set up, training, payment options selection and integration; implement and maintain system settings and configurations including knowledge bank. • Assist with the roll out of integration solutions, working with various external partners and internal IT teams; become a subject matter expert for the training and support of internal and external stakeholders; implement and maintain system settings and configurations including knowledge bank • Refine and coordinate data transfer and periodic reporting for internal and external stakeholders • Responsible for day-to-day merchant services administration activities surrounding the onboarding and ongoing support to the merchant / risk and fraud assessments • Provision of eff ective administrative and customer service support to a wide range of clients, resolving administrative problems through the coordination of reports, data analysis and identification of solutions • Managing merchant accounts, responding to orders and general enquiries, and ensuring effective resolution of customer issues • Overseeing merchants invoices, book keeping and administering rental contracts to a high degree of accuracy

Junior Office Coordinator

2014年6月 - 2017年3月
2 年 10 个月
Sydney, New South Wales, Australia
•Technical •office admin • coordinator daily basis on POS/Payments solutions for merchants •Accounts and settlement issues

Customer Service Representative

2013年1月 - 2014年6月
1 年 6 个月
Auckland, New Zealand
•Excellent Phone Manner, answer inbound calls and respond to email enquiries •High attention to detail • Team player •Strong customer service and communication skills (verbal and written) •Self-directed and motivated with an innovative approach to conflict or issue resolution •Striving to achieve individual and team SLA's •Record customer information on CRM systems •Liaise with internal and external stakeholders in a professional manner •Assisting customers and helping resolve general queries •Provide internal customer service to the sales team

National Accounts Manager

2013年3月 - 2013年12月
10 个月

Receptionist

2012年1月 - 2013年3月
1 年 3 个月

Client Success Specialist

2010年2月 - 2012年3月
2 年 2 个月
Melbourne, Victoria, Australia
Face to Face client services; enquiries; manage client's account.

Personal Assistant to National Sales Manager

2008年1月 - 2010年12月
3 年 0 个月
Auckland, New Zealand

学历

文学士(BA)
Economics
2001 - 2005

资格认证

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职场能力评价