Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Heidi Leung

Heidi Leung

Melissa,TX

Summary

Dedicated customer service with extensive experience in fast-paced, customer focused call centers who excels at collecting and interpreting data, using data to drive process improvements. A detail-oriented individual who thrives in event planning, execution as well as a team player who is always willing to go above and beyond.

Skilled in negotiations and customer retention strategies, I consistently deliver actionable insights that drive revenue growth and enhance client relationships. Adept at leveraging CRM tools to optimize sales processes and exceed performance targets.

Overview

19
19
years of professional experience

Work History

Field Development Agent

Mannatech Inc
09.2023 - Current

-Consistently provide VIP concierge service to both Mandarin and English Team to inform of incentives, commissions and ad hoc requests

-Received, reviewed, and responded to product complaints submitted by customers

-De-escalated and resolved customer issues with professionalism and diplomacy

-Assisted execution of Mannafest

-Top sales in CARE retention program

-Answered 50+calls per day to assist cutomers with questions and placing orders

Real Estate Agent

Keller Williams Dallas Preston Road
04.2017 - 06.2023

-Utilized MLS, CRM, social media, and email campaigns to generate high conversion leads

-Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

-Presented purchase offers to sellers for consideration.

-Liaised between buyers and sellers to provide positive experiences for both parties.

-Rental property locator

Auto Loan Sales Associate

East West Bank
02.2012 - 12.2015

-Provide options where car Buyers and auto dealers mutually win and succeed financially through understanding the ins and outs of credit reporting and the loan underwriting structure.

-Partner closely with product, tech, and design partners to be the voice of the customer in developing and improving bank products and offerings.

-Guide loans from application to funded status.

-Plan and prepare productive sales calls and visits by leveraging data and interest rate packages

-Attend trade shows and events

Associate Client Manager

Nielsen (client for Nestle Confections)
08.2009 - 12.2011

-Served as primary point of contact for client requests, ensuring timely and accurate delivery of Nielsen-based media analytics and audience data

-Prepare regular performance reports and dashboards using Nielsen tools and Excel/Powerpoint to support strategic decision-making

-Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

-Assist in preparing and delivering presentations that translate complex metrics into clear, actionable insights

Financial Analyst

Sony Pictures Entertainment Inc
11.2006 - 06.2009

-Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

-Analyze performance data and prepare detailed variance analysis reports for production budgets

-Partner with content, marketing and distribution teams to align budgeting with business objectives

Education

Bachelor of Arts - Economics

University of California, Berkeley
Berkeley, CA
08-2006

Industrial Engineering

University of California, Berkeley
Berkeley, CA
08-2006

Skills

-CRM (Salesforce)

-Negotiations and Deals closing

-Customer Retention Strategies

-Revenue Forecasting

-B2B /B2C sales

-Project Management

-Data Analysis using Excel

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual

Timeline

Field Development Agent

Mannatech Inc
09.2023 - Current

Real Estate Agent

Keller Williams Dallas Preston Road
04.2017 - 06.2023

Auto Loan Sales Associate

East West Bank
02.2012 - 12.2015

Associate Client Manager

Nielsen (client for Nestle Confections)
08.2009 - 12.2011

Financial Analyst

Sony Pictures Entertainment Inc
11.2006 - 06.2009

Bachelor of Arts - Economics

University of California, Berkeley

Industrial Engineering

University of California, Berkeley
Heidi Leung