• Developed business team metrics using the IPO model and growth accounting principles to break down overall growth across specific customer segments, resulting in an improved understanding of product growth and retention/churn dynamics.
• Built daily BI system templates with leading and lagging indicators, providing the business department with timely and relevant data for decision-making.
• Managed business department plans and progress, reviewed KPIs, and proposed business policies to drive growth and improve performance.
• Reviewed bonuses at the director and manager levels, ensuring alignment with business objectives and performance metrics.
• Improved the performance of the connection between client demands and the business team.
• Analyzed profit and loss statements for all branches/pos, identifying areas for cost reduction and revenue optimization.

• CES | NPS indicators building. Developed a new method for simulating and evaluating customer satisfaction scores to increase customer retention, business growth, and loyalty score.
• Created priority and important solutions for customers based on business analysis reports, resulting in successful innovation periods.
• Conducted in-depth reports on customer acquisition and engagement, using quantitative approaches to identify market fit and customer insights.
• Building datasets and flexible dimensions relating to customer segments, allowing for more effective targeting and analysis.
• Improving client experience by identifying broken touchpoints in various customer transaction systems and proposing new features in the customer journey.

• Reduced information asymmetries through the application of general principles, resulting in improved decision-making and more successful outcomes.
• Motivated business teams to exceed sales targets through sales force campaigns and other policies, resulting in an increase in target achievement from 10% to 50% in an ever-evolving environment.
• Created leading/lagging indicators for business teams, monitored and evaluated dashboard templates, and coordinated with channels for communication, resulting in improved performance.
• Disaggregated issues and synthesized findings to identify key revenue drivers, net asset value, and broker performance, resulting in clear and easy-to-understand reports for various purposes and stages.
• Suggested solutions for increasing business numbers while balancing the current market situation and policies to Director/C level, resulting in better alignment between business objectives and market realities.

Employee onboarding training

• Created concise training materials and interactive games for product systems and customer service training.
• Developed exceptional communication and presentation skills while conducting training sessions for groups of over 40 people. Achieved an average rating of 4.5/5 from groups.

Monthly company updates

• Improved interdepartmental communication and transparency by disseminating essential information across back-office and business divisions.
• Increased employees' efficiency in handling high-frequency and crucial tasks from 10 to 20%.

Service helpdesk – products and service/systems

• Provided training and guidance to new brokers on trading, report systems, customer services, and brand identity
• Consulted brokers on various issues relating to products, transactions, systems, margin, and interests
• Developed and managed a flexible system capable of extracting files and Power BI models to meet organizational goals

People training and development project

• Established the outline of staff-training programs.
• Augmented the number of training segments by 40% for comprehensive consulting and sales skills.

Workplace library project

• Volunteered to lead the development and management of a library with a diverse range of genres, including value investing, financial management, stock trading strategies, spirituality, mindfulness, psychology, love, and family.
• Achieved over 50% of book donations from both monetary contributions and used books

Orientation scholarship for university students in HCMC project

• Increased the number of successful connections between third-year and final-year university students and significant departments within the company by 10-25%
• Created a top 15% pool of high-quality business staff from new employee hires.