Beatrice Wong

In my role at Boomi, I played a crucial part in driving pipeline generation across the APJ region. • Engaged in outbound prospecting via calls, emails, and LinkedIn to identify and qualify leads. • Researched and developed target accounts aligned with the Ideal Customer Profile (ICP) to optimize outreach efforts. • Maintained accurate activity tracking in Salesforce and Gong, ensuring seamless collaboration with Account Executives.

-Sales & Client Acquisition: Actively pursued new business through cold calling and networking, presenting clients with a range of financial products, and closing sales to meet monthly targets. -Investment & Financial Planning: Studied market trends and analyzed investment products to offer clients customized financial plans that balanced risk and return. -Health & Financial Products: Provided expert advice on health insurance plans and investment products, helping clients make informed decisions for their future. -KPI Monitoring & Achievement: Consistently achieved and exceeded KPIs, focusing on client acquisition, product sales, and maintaining high customer satisfaction. -Client Meetings & Relationship Building: Met with clients one-on-one to assess their financial needs, offering guidance on budgeting, financial management, and future investment strategies. -Event & Roadshow Participation: Played an active role in organizing and presenting at roadshows and financial events, educating the public and driving business growth. -Budgeting & Financial Management: Assisted clients with managing their budgets, providing actionable advice on saving, spending, and financial decision-making to help them achieve financial security.

-Client Engagement: Built and nurtured client relationships through regular calls, meetings, and roadshows, providing guidance on investment and financial management. -Cold Calling & Sales: Initiated outreach efforts through cold calling to generate new business, followed by pitching financial products and closing deals to meet sales targets. -Investment Strategy: Studied market trends and financial products to develop personalized investment strategies for clients, focusing on both short-term and long-term growth. -Event & Roadshow Management: Organized and participated in events and roadshows to engage potential clients, educate them on financial products, and generate leads. -KPI Achievement: Successfully met and exceeded key performance indicators (KPIs), including sales quotas, lead generation, and customer retention. -Financial & Budget Management: Assisted clients with budgeting, providing guidance on how to manage expenses, save effectively, and make informed financial decisions. -Health & Investment Products: Advised clients on investment products, as well as health insurance and other related financial products to ensure comprehensive financial well-being.

-Research & Data Collection: Assisted in research related to conservation issues across Southeast Asia, gathering data, analyzing trends, and supporting the development of strategic conservation plans. -Project Coordination: Helped coordinate conservation projects, ensuring tasks were completed on time and within scope while liaising with stakeholders across multiple Southeast Asian countries. -Fundraising & Grant Writing: Played an active role in fundraising efforts for environmental projects by identifying funding opportunities, writing proposals, and organizing campaigns to raise support for conservation causes. -Stakeholder & Community Engagement: Built relationships with local communities, organizations, and government representatives across SEA countries to ensure project success and foster collaboration. -Team Collaboration: Worked closely with cross-functional teams, contributing ideas, sharing insights, and ensuring seamless communication between local teams and project leaders. -Event Planning & Outreach: Organized and facilitated events and workshops aimed at raising awareness about environmental conservation and engaging with stakeholders. -Communication & Reporting: Regularly communicated project progress, research findings, and challenges to both internal teams and external stakeholders, ensuring transparency and effective problem-solving.