opportunity mapping , tender preparation , progress tracking , Lead Generation, Manual record keeping, Negotiation, Consultancy market analysis, Persuasive Communication, Progress review, Relationship Building, Prospect engagement, Strategic Planning, Market reporting, Presentation, Key account management, trend identification, Execution of business growth initiatives, Problem-solving, Proposal development, Sales process management

HNW life insurance case management, documentation compliance, operational requirements surrounding HNW insurance, life insurance application and underwriting processes

product discovery , Product Manager, Digital Transformation, Business Process Design, Salesforce, Agent portals, Generative AI, Lead Management, Business Analyst, Agile delivery, Customer journey mapping, Adviser workbenches, Sales Enablement, Llm, Stakeholder Management, Insurance sales and advisory lifecycle, Customer 360, Digital insurance sales onboarding platforms, Conversational AI, Insurance distribution platforms, CRM

System Configuration, Research, market user research, cloud product management, KPIs, Performance Tracking, Competitive Analysis, go-to-market materials, training rollout, Documentation, enablement content, reporting with dashboards, delivery enablement, Product Planning, English, operational toolkits, drafting PRDs, Mandarin, Pricing

workshop facilitation , traceability , smartsheet , Jira, Confluence, Requirements Engineering, Excel, dependency management, Process Mapping, Powerpoint, Clear reporting, Governance discipline, Stakeholder Management, Integration interface coordination, Story Writing, MS Project, UAT SIT support, Planning

solution implementation , project plans , Requirements Gathering, User Acceptance Testing, control initiatives, Process Mapping, change initiatives, operational improvements, Business Transformation, migration implementation, Business Analysis, implementation strategies, project estimates, delivery timelines

Excel, Automation, Sql, AI tools, Documentation Standardization, Operational Playbooks

Tableau, Hubspot, Slack, Salesforce, Vanilla, Program operational excellence, Sops, Documentation Management, Tooling health, Atlassian products, CRM migration, Higher Logic, Bevy

Power Platform, Microsoft Office, AI tools, Process Mapping, Transformation initiatives, Accounting, Root-cause analysis, Process optimisation, Reporting, Financial Operations