Nancy Wang

Experience

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  Citi

  Oct 2007 - Oct 2009

  • Worked on the end-user team to implement system integration, system modification, enhancements and new products features. • Collaborated with foreign IT programmers, focused on Foreign Bonds/Fixed Income Securities products and successfully completed system integration from UAT to PAT.• Conducted and planned training materials. Coached new staffs for system operation, internal SOPs , rules and regulations. • Served as a liaison between customers and bank departments, specialized in foreign customer problem resolutions.• Assisted customers in completing financial transactions, including Time Deposits, Mutual Funds, Fixed Income Securities and US Stocks.• Coordinated with marketing department for bank promotion and customer campaign.

  • User Acceptance Tester

    Jul 2008 - Oct 2009

  • Financial Associate

    Oct 2007 - Jun 2008
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  Diamond Wipes International

  Jan 2013 - May 2019

  • Conducted customer meeting, on-site audit, and press check. Participated new/existing vendor presentation to gather new packaging solutions for project continuous improvement. • Liaised cross-functionally with internal and external stakeholders to address product quality issues, resolved customer complaints, and implemented CAPA plans. • Mentored two Jr. project coordinators on project management processes and product knowledge including raw material selections, formulation development, stability testing and packaging printing techniques.Career Highlights:• Initialized and managed 10~15 concept-to-launch NPD projects/month. Gathered client requirements, built project plans, delegated project tasks to cross functional teams (Sample, R&D, Procurement, QA/QC and Production). Monitored and reported timely project status to all stakeholders. • Prepared project quotation sheet and provided cost-benefit analysis to evaluate project feasibility. Identified key drivers of cost changes and facilitated cost reduction efforts. • Partnered with US-based and Asia-based suppliers to source for primary/secondary packaging materials including flexible film, peel and reseal/rigid labels, plastic containers, and printed display boxes. • Consolidated label packaging specifications to improve manufacturing process efficiency. Consolidated label packaging pricing sheet to reduce project quotation turnaround time from 1 week to 3 days. Show less • Coordinated and consulted with technicians to analyze product design and machine capability. Responsible for creating product specification sheets used for production.• Worked with MRP team on production scheduling to ensure product on time delivery.• Collaborated with packaging vendors on material options, determined compatible packaging and provided packaging design idea to customer.Career Highlights: • Managed over 300 accounts with sales revenue of $13 MM/year. Partnered directly with VP of sales to develop turnkey products (spout pouch, wet wipe products, cream/toner filler sample, tub and jar) for high profile accounts including Urban Decay, Clinique, Rodan + Fields, Kate Somerville, Tarte Cosmetics, Murad, Pula’s Choice, Wet n Wild Beauty, Hain Celestial Group Inc, Yesto Inc, Bausch + Lomb, ITW Global Brands, Dude Products Inc, Forever 21. • Proven ability to simultaneously manage multiple project development for large and complex accounts with sales revenue between $350k to $500k/ month.• Resolved issues from the projects that were previously in jeopardy, successfully reinitiated and closed projects with sales revenue of $100k in 2017.• Received the award to signify 5 years in service and honored the contribution to consistently meet expectation for productivity and efficiency. Show less

  • Product Development Project Supervisor

    Jun 2018 - May 2019

  • Project Coordinator

    Jan 2015 - May 2018

  • Product Specification Coordinator

    Jan 2013 - Dec 2014
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  Senn Delaney, a Heidrick & Struggles company

  Sept 2019 - Aug 2020

  Senior Project Coordinator

  • Co-managed all phases of client engagement projects (sales revenue $2.5 MM/year) with project managers, consultants, and client PMO in the areas of leadership development and organizational culture transformation.• Updated 18 operational SOPs and created 2 new SOPs to facilitate day to day project administrative efficiency and enhanced processes consistency in 2020. • Led an integration project with cross functional teams to review and update 100+ client facing documents and materials.• Implemented new project management software tool – Smartsheet, training and onboarding 10+ users in client service team. Delivered continuous system support such as functional dashboards configuration, project plan templates, workflows, and reports creations. Show less

• 

  Currency

  Dec 2020 - Apr 2022

  Salesforce Business System Analyst

  • Experienced in administering 100+ end users and hands-on experiences in configuring and maintaining user security access.• First point of contact for daily end-user support, tracked and resolved user issues using Jira Help Desk ticketing system. Created and maintained technical documentations for Salesforce system configurations and user support resources in Confluence.• Worked with product manager, developer teams and business units to analyze business processes, gathered requirements and proposed Salesforce-based solutions to achieve back-office automation.• Conducted user training sessions and provided training documentations. Monitored system adoption after a new feature was deployed.• Experienced with data migration and update through Data Loader to complete mass data imports/exports (200k+ records).Key Projects:• Automated two sales handoff processes on Sales Cloud. Successfully Improved data entry accuracy to 100% and decreased handoff turnaround time from 3 days to 1 day. • Delivered a custom sales process by creating a defined opportunity record type and sales path on Sales Cloud to improve opportunity management. The implementation completely reduced communication on chatter post by 90%, obsoleted manual entry in spreadsheet and achieved real time collaboration through Salesforce tasks automation. • Streamlined two approval processes which were previously managed by emails on Sales Cloud. The automated credit approval process successfully reduced email overload for the credit team. • Created data-driven reports and dashboards to monitor resource allocations and KPIs on cases and calls for customer service team. Improved cases response time by 25% on Service Cloud using email templates and automated processes. • Built outbound platform event to enable integration with 3rd party lending partners and inbound platform event to retrieve unique data point created in the remote system and update in Salesforce record. Show less

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  Axos Bank

  Jun 2022 - Nov 2022

  Sr. Salesforce Business System Analyst

  • Partnered with business process teams to identify operational issues/gaps and opportunities. Collaborated with technology team, responsible for developing use cases and defining technical requirements using Azure DevOps. • Participated in a variety of software development projects related to Axos Salesforce Instance for commercial landing. Created UAT testing script, facilitated UAT processes, and documented results. • Led bi-weekly Sprint Planning sessions and Sprint Review sessions with in-house Salesforce developers and business stakeholders. Show less