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George Tan

Sales, Customer Success, Key Account Manager

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Intro
George Town, Malaysia
Studied English, Psychology, Economics at Taylors University College
Studied English, English Literature, Maths, Biology, Chemistry, Art & Design, Economics, Business Studies, History, Chinese, Malay at Garden International School
Information Technology & Services
Joined July 5, 2022

Skills

About
To me sales has always been about serving, helping clients find solutions to their problems with passion and integrity. Over the last 8 years since graduating college with a major in English, I have been working in sales and key account management positions where I have been able to forge authentic and genuine relationships with clients across various industries from human capital development to IT solutions and financial services. I believe in always keeping an open-mind towards learning and mastering new skills, I work best in dynamic situations, where I am challenged to solve problems collaboratively.
Experience
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Great Eastern
Mar 2020 – Jun 2022
Penang, Malaysia
Unit Manager
• Providing financial advisory to prospective clients. • Leading a team of sales agents. • Digital transformation of sales processes, making and implementing data driven sales strategies. • Coaching and mentorship for sales agents, through daily sales meetings and huddles. • Strategising, planning and developing sales and marketing initiatives. • Expanded coverage to corporate clients gaining new sources of revenue. • Attending online marketing events to network with prospective clients. • Recruiting additional agents (onboarded an additional 10 members to the team) • Preparing Sales Budget and maintaining Sales Pipeline for forecasting purposes. • Keeping the CRM up-to-date and generating sales reports for management. • Achieved policy lapse rate of under 5% per quarter. • Achieved team quarterly revenue of over 500K. • Achieved personal quarterly revenue of over 100K.
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SelfDrvn Enterprise
Jun 2019 – Mar 2020
Kuala Lumpur, Malaysia
Sales Manager
• Providing consultation to prospective clients in the area of Employee Engagement, covering pulse surveys, reward and recognition plans, peer feedback and employee goal setting. • Negotiating packages, prices while maintaining a high profitability of 50% for each deal undertaken. • Working together with the Customer Success team to ensure that new clients have a seamless onboarding onto the platform. • Strategising, planning and developing Sales Outreach Campaigns and working with Marketing Team to execute Electronic Direct Mailing Campaigns. • Attending marketing events to network with prospective clients. • Preparing Sales Budget and maintaining Sales Pipeline for forecasting purposes. • Developing strategic partnerships to cross-sell solutions with Business Consultant Firms. • Achieved personal quarterly target for 150k revenue with 3 major clients onboarded. • Keeping the CRM up-to-date and generating sales reports for management. • Training and managing 2 executives and 3 interns within the sales team.
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HealthMetrics
Oct 2018 – Jun 2019
Petaling Jaya
Sn. Customer Success Consultant
• Ensuring that all Service Level Agreements are maintained at 95%. • Engaging with existing user base to collect feedback through online surveying, client meetings and organising quarterly focus groups with targeted users and creating detailed reports for Operations, Product and Marketing Teams to improve quality of service level and helping them make data-driven decisions. • Providing consultation to existing users in the area of Employee Benefits, covering medical benefits, group insurance plans, flexi-benefits and ad-hoc services like annual medical check-up and wellness programs. • Working together with our onboarding team to ensure that new clients have a smooth and seamless transition over to our service. • Strategising, planning and developing Customer Success Outreach Campaigns and working with Marketing Team to execute Electronic Direct Mailing Campaigns. • Organising monthly webinars to promote stronger engagement with existing user base, creating awareness about solutions to industry specific health/benefits issues and generating leads for upsell and cross-sell opportunities. • Attending marketing events for existing users. • Maintaining quarterly churn rate to be less than 3% of quarterly revenue and user headcount.
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HealthMetrics
Dec 2017 – Sep 2018
Penang, Malaysia
Sales & Implementation Specialist
• Spearheaded market penetration into Malaysia’s northern corporate market. • Recruiting General Practitioner Doctors to increase panel coverage. • Speaking to HR Managers to understand their unique workflows and working with the development team to customize features to help ease the pains of manual work and save time and money for their company through technological enablement of automation for administrative tasks. • Implementing, deploying and training new corporate and clinic users on how to use HealthMetrics System. • Cold-outreach and tele-marketing to acquire new leads and setting up product demonstrations. • Achieved 14 corporates closed won in Penang, Butterworth and Kulim area in 6 months • Achieved 32 clinics implemented, deployed and active in 6 months. • Clinic sign-up target: 2 clinics/week - Achieved 50 clinics/6 months (104% hit rate) • Company sign-up target: 3000 employee headcount /quarter - Achieved 7500 employee headcount /6 months (125% hit rate)
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PrimaLink Training & Consultancy
Jul 2016 – Nov 2017
Penang, Malaysia
Training & Development Consultant
• Managing key accounts within the portfolio consisting of MNCs, enterprise and SMB market, delivering soft-skills training and teambuilding. • Providing consultative services to new and existing clients for strengthening cross-functional teamwork and team soft-skills. • Negotiating packages, prices while maintaining a high profitability of 30% for each deal undertaken. • Sourcing external associate trainers to fulfil training orders. • Bidding for annual tender projects for major team building. • Overseeing event day by ensuring that all participants have a pleasant and enjoyable experience • Prepare and analyse sales reports for Quarterly Business Review and for next quarter sales forecasting. • Achieved total sales value of over RM 200K within each quarter, company quarterly target RM 150K (166% target hit).
Education
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Taylors University College
Jan 2013 – Aug 2014
Advanced Levels , English, Psychology, Economics
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Garden International School
Jan 1999 – Aug 2012
IGCSE, English, English Literature, Maths, Biology, Chemistry, Art & Design, Economics, Business Studies, History, Chinese, Malay