Commodity and Energy seatrade solution service provider
Managed 20+ existing accounts and new business development in Southern China and achieved 100% of Q1 and Q2 2023 targets
Worked as a pioneer to expand Kpler business in Taiwan starting in Q3 2023 and established several collaboration deals with Taiwan's oversea branches in Europe
Additionally working as China marketing team to bring in partnership within the commodity sectors (Guangdong Oil and Gas/ HK LME)
Senior Account Manager
S&P Global Market Intelligence
01.2022 - 08.2022
Capital IQ
Worked on renewal and cross-sell within the terrorities of exisiting NFC and academia clients in Eastern China, account for 40+ accounts and worth 1.7M USD
Coordinated with marketing team to organise university campaigns and valuation challenge to boost upsell opportunities
Successfully generated 4 valid leads and confirmed closing in 2022
Account Manager
S&P Global Market Intelligence
12.2019 - 12.2021
Capital IQ
In 2020, I managed 1M USD in FI/NFC segments and achieved 103.5 % renewal retention rate
Ranked 3rd in Greater China team
In 2021, my client segments had expanded to mid size NFC/academia clients accounted for 1.4M USD
Achieved 100% renewal retention rate and generated 30K+ new business sales opportunities and generated 150K+ USD sales referral in whitespace.
Team Lead, Product Operation
S&P Global Market Intelligence
08.2018 - 12.2019
Capital IQ
Assisted US client service manager on setting up and managing first Greater China client service team in Shanghai, including hiring and new joiner onboarding trainings
Also, worked as product specialist to facilitate sales pitch and directly assisted the commercial team on closing deals which accounted for 200K+ USD.
Education
BA (Hons) (Class II Division 1) - Business Finance