Michelle (Pei-Chi) Chang

Salesforce, Workato, and Netsuite Implementation
• Managed CRM and ERP integration across sales, marketing, finance, and operations, ensuring seamless data flow and improved cross-departmental collaboration.
• Led a cross-functional team of 10+ professionals in the end-to-end implementation of Salesforce CRM and NetSuite ERP, improving data accuracy and reporting efficiency by 30%.
• Streamlined business processes by identifying inefficiencies and automating workflows, resulting in a 25% reduction in manual tasks and enhanced employee productivity.
Splashtop Unified Product Implementation
• Led global collaboration with in-house development, product, and marketing teams in Taiwan, the US, and Japan to execute a successful product migration with zero system downtime and no major data issues.
• Designed and optimized data flow within Salesforce to support the new product structure, ensuring seamless integration with business processes and system scalability.

• Manage Salesforce.com CRM, including evaluating complex business and technical requirements, communicating inherent security risks and solutions to technical and non-technical business owners
• Focus on user efficiencies, solving business/customer issues, inventing creative solutions, and ensuring data accuracy across the system.
• Partner with global business stakeholders to proactively identify, drive, and build improvements, enhancements, and system customization that solve critical business needs.
• Keep up to date with Salesforce releases, features, and best practices. Make recommendations to management regarding implementation as appropriate

• Interview and collect business requirements. Create project plans, scope documents, schedules, and forecasts. Provide timely communication on the impacts of changes and decisions
• Develop best practices and tools for project execution and management which align with company strategy and comply with policies
• Work with management to identify and address any issues that may impact the project.
• Provide project progress reports to the project team, stakeholders, management, and executives

Achievements

• Implement the contract E-sign platform in multiple devices and management processes to replace the paper contracts practice. Onboard 300+ regional sales to the platform and reduce three man-days per month in managing the paper contracts.
• Approach and cooperate with local vendors to deliver the company LINE Official Account. Integrate the service into the global cooperate website to have the stream consumer experience.

Responsibilities

• Communicate with worldwide key business users on requirements and had a thorough understanding of interpreting business needs and translate them into operational requirements.
• Coordinate with cross-functional teams, including Sales Team, Marketing Team, and Business Intelligence Team to ensure effective utilization of the Salesforce platform.
• Leading software projects for the global channel team, including the external-facing platform and internal-facing management system.
• Studying, researching, and designing feasible solutions based on business requirements.
• Composing user-facing documents and preparing functional specs to key technical teams.
• Advanced knowledge of Sales and Service Cloud in Salesforce, including Classic/ Lightning Experience setting, Accounts, Contacts, Opportunities, Quotes, Cases and other custom objects .
• Expensive hands on experience in Salesforce system structure including access permission control, data modeling, object management, app builder, process builder etc.
  

Achievements

• Mainly focus and work with the projects of the company's global partner portal. The portal provides the accessibility and knowledge sharing of company sales information and business-related functions to over 20,000 cooperated channel partners, who come from more than 100 countries.
• Re-design and re-built the Trend Micro Global Partner Portal with new UX technical skills and functions, which successfully attracted over 5,000 global partners to register as new partners and increase the existing partner login rate by 183% (compare to YoY logins).
• Launch Marketing Central to global partners with co-branding services, auto-syndication with marketing contents between Trend and partners, focusing on through marketing modules. Make up the last piece of Trend Micro partner life cycle.
• Leading the project Trend Micro Global Partner App with 10 people team members, including developers, UI/UX designers, QA. The Trend Micro Global Partner App will launch by the end of 2020 with both iOS & Android operation system.
• Trend Micro Employee of the Quarter - 2019 Q3

Responsibilities

• Developing target market and potential customers for the Singapore local startup company; making technical presentations and demonstrating how a product will meet client needs
• Managing customers’ requirements and discuss with programmer team with feasible solutions.
• Providing pre-sales technical assistance and product education. • Providing support to existing customers with professional consultancy.

Achievements

• Generated and increased company revenue by 30% annually by closing customer deals as the top sales in the company
• Organized several international exhibitions for the company in Singapore such as Tech in Asia, TechAlley etc.
• Consolidate sales and marketing guideline for the company and newcomers.

Responsibilities

• Provided and implemented ideas for displaying and introducing new products at a product launch exhibition. Designed print advertisements for the exhibition using Word Publisher and Photo Impact.
• Responsible for establishing and managing the company’s external social platform, such as Facebook which had increased around 1200 followers since the Pages been set up.