EDUCATION
University of California, Santa Cruz Fall 2014 – Spring 2018
B.A., Business Management Economics
Minor, Technology & Information Management
Major Coursework: Business Information Systems, Product Development, Supply Chain Management, Systems Analysis and Design, Business Strategy, eCommerce Strategy, Intermediate Java Programming, Business Strategy, Econometrics, Corporate Finance, Technology & Innovation of Economics, Economies of East and Southeast Asia
Dean's List: Winter 2016, Winter 2016, Spring 2017
The University of Hong Kong, Hong Kong Summer 2017
Global Business in Asia Summer Programme 2017
Hands-on multi-city business program in Hong Kong and Shanghai
Multi-city site visits to multi-national companies
Coursework: China Business Economy and Chinese Economy
Fudan University, Shanghai, China Fall 2017
Global and International Studies through the University of California Education Abroad Program
Major Coursework: Chinese Commercial and Business Practices, China's Economy
EXPERIENCE
Okta, Inc. San Francisco, CA August 2019 — Present
Developer Success Engineer
Consistently the highest achieving Developer Success Engineer at Okta – 171% attainment – FY21 Q3 /148% attainment – FY21 Q2 / 133% attainment – FY21 Q1 / 212% attainment – FY20 Q4
Support all 50+ N. America account executives in technical use-case validation and product demos across all market segments
Identify & qualify new business opportunities from 20+ direct inbound developer sales inquiries daily
Successfully identified key pain-points and engaged in technical validations for companies such as (but not limited to): Sony Entertainment, Tandem Diabetes Care, 10X Genomics, Compass Real Estate, Cole Haan and Sabre
Recommend & create custom integration & migration strategies based on needs & requirements to prospects looking to implement Okta APIs and initiate their cloud focused digital transformations
Initiate outbound email cadences to 6,000+ qualified new leads on our developer.okta.com site each month, resulting in constant prospect-customer engagement for up to 80 days and exceeding $1m in pipeline each quarter
Run live demos to validate the capabilities and translate prospect requirements in real-time to demonstrate adaptability of Okta’s Developer REST APIs and SDKs
Spearheaded relationship with Sr. Developer Experience PMs to help achieve 80%+ qualified activations from monthly trial sign-ups
Lead monthly training sessions on technical aspects of Okta’s Identity Cloud for other N. America sales development team members
Business Development Representative January 2019 — August 2019
Vet incoming leads to determine good fit for company and Okta
Provide product knowledge and insight for prospects to pique interest in Okta
Set meetings with Account Executives to establish a working relationship with new accounts
189% attainment - April 2019
131% attainment - June 2019
150% attainment - July 2019
Visa, Inc., Foster City, CA June 2018 – September 2018
Enterprise Technical Support Engineer Intern - CyberSource
Enterprise facing technical support for CyberSource, a Visa solution
Demonstrated expert knowledge of CyberSource payment gateway in 2.5 months time
Provided eTicket and phone support to enterprise level merchants using Salesforce CRM
Provided insight to merchants regarding payment processing status (auth, decline, credit, debit)
Researched and helped merchants implement different API connection methods (Simple Order API, SOAP Toolkit API, Secure Acceptance API) to CyberSource gateway
Use knowledge of payment processing, batching, and reporting details using VisaNet and other payment processors
Created global KBs and other documentation regarding normal processes to provide customer support
Collaborated with full-time and intern team members to create training and knowledge documentation
Kwan Insurance Services, Dublin, CA June 2012 — Present
Utilized quoting systems to provide auto and home liability insurance quotes for prospective clients
Explained technical insurance liability limits, coverages, and terms to undereducated clients
Update and maintain website and social media to promote growth and gain new clients
Provided technical support and troubleshooting to IT equipment in-office
UCSC ITS Support Center, Santa Cruz, CA August 2015 – June 2018
Help Desk Technician
Troubleshot MacOS, Windows 7/10, iOS and Android OS issues for staff, students, and faculty
Triaged and escalated over 15,000 tickets in ServiceNow to proper departmental IT for support
Conveyed technical knowledge for the general public using non-technical terminology
As the most experienced student tech lead, initiated training and provided help and institutional knowledge to all new hires to ensure operational efficiency
Information Security Analyst May 2017 – June 2018
Analyzed, identified, and reported major security vulnerabilities in school-wide network across 3 UCSC campuses using Cyphort, FireEye, and Kibana SIEM systems
Cross-referenced malware and virus notifications using Emerging Threats and VirusTotal
Documented security vulnerabilities within ServiceNow
Detected mass DMCA violations and reported to student conduct board for discipline
Self-Employed Consulting, San Francisco Bay Area, CA June 2016 – Present
IT Consultant for Small Businesses
Recommended, purchased, and setup IT equipment as requested by clients
Setup, cleaned-up, and managed desktop workstations to ensure operational efficiency and best standard practices for small businesses
Setup and managed wired and wireless networks for quickest speeds and latency throughout office
Use Microsoft Server 2012+ to setup domains, networks, and ensured daily backups
Troubleshot, managed, updated, and repaired computers on-site and remotely
Ensured security standards are up-to-date with industry standard protocols
Recommended and implemented cloud storage solutions for multi-location efficiency
SupplyShift, Santa Cruz, CA January 2018 – April 2018
Product Management Intern
Quality assurance and bug testing on SupplyShift's proprietary platform
Learn to use SupplyShift's unique supply chain management software to best exploit features
Created Google Form to manage feature requests for Product Managers and allow users to submit requests
Support product management teams with bi-weekly product release Sprints using Agile Scrum methodology
Help track backlog of new product feature requests and sort/prioritize most-needed features
Provide support to sales and marketing teams on an as-needed basis
Formula generation and tracing using Microsoft Excel
San Jose Water Company, San Jose, CA May 2016 – May 2017
Information Systems Intern
Provided customer service, troubleshooting, and end-user support for 300+ employees & executives
Imaged and replaced 20% of company’s IT equipment for its yearly upgrade cycle in 3 months using Microsoft Windows Deployment Toolkit and Windows Server 2012
Managed and inventoried 500+ pieces of IT equipment across 2 campuses
Collaborated closely with Vice President and Director of IS Department
Vector Business Solutions, Solana Beach, CA June 2016 – June 2017
Business Information Systems Intern
Analyzed current business information systems and exploited features for efficiency
Found best practices for firm members in existing software
Created automated workflows using prior analyses for daily and month-end close accounting processes
Managed time, workload, and practices efficiently while working 2 other jobs simultaneously
Project Manager
Initiated and spearheaded project to transition from Amicus Online to Amicus Attorney Premium by exploiting its superior features and realizing the need for a more robust firm management software
Created timelines for data conversion and migration, training, and implementation of software
Created informative training videos for usage of new software suite
SKILLS & INTERESTS
Languages: Fluent English, Cantonese, Mandarin Chinese; written Traditional and Simplified Chinese
Software: Adobe Photoshop, Adobe Lightroom, Microsoft Office Suite, Google Workspace, Intermediate Java, REST APIs
Interests: Investing, Photography, Car Sales Consulting, IT Consulting, Sales
Authorized to work in USA and Hong Kong