Yudan Jade Hu

Worked closely with Product Owner to identify the current state/process, business needs, and write user stories to get project backlog ready Acted as the liaison between IT development team and business group to refine business requirements into actionable user stories Performed integration analysis and design to integrate with Salesforce CRM Actively participated in Scrum daily stand-ups, sprint planning, and retrospective meetings as part of the Agile Project Management process Utilized Azure DevOps for planning, tracking, and testing Assisted in product delivery process and ensure the business acceptance criteria have been met

Worked with the internal sales team and business administrative group to understand the current process and missing features Performed gap analysis for company’s online insurance products Documented the business needs and use cases Drafted the business requirements and user stories for Scrum Product Owner Defined the acceptance criteria and helped with QA/UAT testing Gathered business clients’ feedback and refined the business process Created reports using the data collected from multiple applications Participated in Scrum & Kanban meetings to assist developers

Provided face-to-face meeting with clients and helped them review documents for account submission, transfer, or cancellation Followed up clients with phone calls and emails, built sustainable business relationships

Managed phone calls, emails, and backend data process requests Specialized in Registered Education Saving Plan (RESP) and helped financial advisors with reporting and tax regulation Provided accurate, concise answers to help customers resolve the issues in their plans Provided follow-up communication to maintain customer satisfaction