Cornell University

Seattle Preparatory School

City College of San Francisco

The Wharton School

MBA Candidate at The Wharton School

Philadelphia, Pennsylvania, United States

Recipient of the Hugh Edward Kinley Scholarship

MBA Candidate

Culture Amp

Lead Solutions Consultant

- Strategically partner with the sales team as the technical and product resource, providing support to SMB, MM, and ENT AEs for net new business, as well as Account Managers for upsells.
-  Directly aligned to 3 MM AEs, leading technical discovery and qualification of Reflektive's people management suite while providing consultative guidance on technical deal strategy.
-  Lead optimization of technical sales process, including maintaining and enhancing Reflektive's demo environments.

Reflektive

Solutions Consultant

- Successfully transitioned from BDR role to technical pre-sales solutions consulting role, supporting accounts from 100 - 2500 ee
-  Lead and manage technical POCs for SMB and MM accounts
-  Demonstrate, educate, and ensure successful understanding of Reflektive's continuous performance management solution in a variety of accounts across industries
-  Conduct technical solutions training and new salesperson product training
-  Collaborate with product team, marketing, and customer success to help drive Reflektive roadmap with input from the field

Associate Solutions Consultant

- Total pipeline sourced: $5.2M, highest among BDRs
-  Total pipeline closed won: $800k, highest among BDRs
-  Exceeded meeting & opportunity quota (130%+) for 6 consecutive quarters (Q2 2016, Q3 2016, Q4 2016, Q1 2017, Q2 2017, Q3 2017)
-  Trained and mentored incoming BDRs to full ramp

Business Development Representative

- Primary lead generator in enterprise project portfolio systems for 4 account executives across the E&C, higher-ed, and CPG industries, engaging clients in qualifying and discovery meetings to create incremental pipeline and new business opportunities in both install-based and greenfield accounts
-  Dial minimum of 40+ calls per day, prospect 16+ accounts per week, follow-up daily on in-bound leads, and present quarterly business reports to account executives, sales managers, and VP of Sales
-  Exceeded pipeline quota by 235% and achieved 145% of overall sales metrics during first quarter of employment
-  Received the award for Business Development Consultant of the Month by creating the most pipeline revenue (Oct 2015/Jan 2016) and by working as a team player, helping others on the sales team achieve call metrics and fine-tune prospecting strategies

Oracle

- Constructed and updated balance sheets from assets provided by clients and calculated client pro-forma asset allocations based on J.P. Morgan macroeconomic theses.
-  Worked with bankers and investors to run performance reviews on client portfolios and to build client pitch books for new business.
-  Analyzed portfolio holdings in J.P. Morgan managed accounts for two major accounting firms to ensure their top concentrations were in compliance with their independence standards.

J.P. Morgan

Investment Management Summer Analyst

- Analyzed and summarized policy presentations at senate hearings and briefings to present them to legislative aides.
-  Corresponded with constituents, through phone and e-mail, explaining how new or existing policies affect them and managed their expectations by delivering information succinctly and providing recommendations.
-  Helped design email campaigns and event invitations that effectively communicated the senator’s message to constituents.
-  Led U.S. Capitol tours and provided administrative support.

United States Senate

Legislative Intern for U.S. Senator Patty Murray

- Worked seasonally in the busy summer and winter months between longer breaks during college tenure
-  Attained $34,000 in net sales during a two week period, achieving #1 in volume for department, outselling full-time employees.
-  Developed business and client resource management skills to build personal trade at Nordstrom’s flagship store.
-  Learned to efficiently assess customers, direct them to product and channel them to point of sale, while partnering with the rest of department sales team to reach department and store goals.

Terence Looi