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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

Featured Resume

Uploaded on Aug 5th 2024

Skills

Word
Excel
PowerPoint
Microsoft Office
Google Drive
Communication
word
Canva
Photoshop
powerpoint

Languages

English
Native or Bilingual
Chinese
Native or Bilingual

Work experiences

Merchant Operations Manager

ConnectWise

Dec 2022 ~ Present
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

BizPay

Dec 2021 ~ Dec 2022
1 yr 1 mo
* 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

Smartpay Australia

Jan 2019 ~ Dec 2021
3 yrs 0 mos
City of 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

Smartpay Payments

Apr 2017 ~ Dec 2019
2 yrs 9 mos
City of 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

Smartpay Payments

Jun 2014 ~ Mar 2017
2 yrs 10 mos
City of Sydney, New South Wales, Australia
•Technical •office admin • coordinator daily basis on POS/Payments solutions for merchants •Accounts and settlement issues

Customer Service Representative

Smartpay New Zealand

Jan 2013 ~ Jun 2014
1 yr 6 mos
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

New Age Advertising

Mar 2013 ~ Dec 2013
10 mos

Receptionist

Milford Physiotherapy

Jan 2012 ~ Mar 2013
1 yr 3 mos

Client Success Specialist

Fisher Adams Kelly

Feb 2010 ~ Mar 2012
2 yrs 2 mos
Melbourne, Victoria, Australia
Face to Face client services; enquiries; manage client's account.

Personal Assistant to National Sales Manager

DVS

Jan 2008 ~ Dec 2010
3 yrs 0 mos
Auckland, New Zealand

Educations

Massey University

Bachelor of Arts (BA)
Economics

2001 - 2005

Licenses & Certifications

Project Management Skills for Leaders

LinkedIn

Issued Apr 2023
No expiration

The Six Morning Habits of High Performers

LinkedIn

Issued Apr 2023
No expiration

Be the Manager People Won't Leave

LinkedIn

Issued Apr 2023
No expiration

Project Management Foundations: Requirements

LinkedIn

Issued Apr 2023
No expiration

Building and Maintaining Your UX Design Portfolio

LinkedIn

Issued Apr 2023
No expiration

Excel PivotTable Quick Tips

LinkedIn

Issued Apr 2023
No expiration

The Neuroscience of Strategy and Creative Leadership

LinkedIn

Issued Apr 2023
No expiration

Working More Effectively with Different Personalities

LinkedIn

Issued Apr 2023
No expiration

Becoming an Impactful and Influential Leader

LinkedIn

Issued Apr 2023
No expiration

Leadership Mindsets

LinkedIn

Issued Apr 2023
No expiration