Avoma

An AI Meeting Assistant, Collaboration and Intelligence platform for Sales, Implementation, and Customer Success teams.

It integrates with your existing workflow and captures all your customer conversations, transcribes them into text, identifies who said what, and also extracts key insights like the next steps, questions asked, important keywords discussed, etc.

And all of this information is easily searchable for any team member in the organization at any time in the future, and Avoma updates this information into the CRM system for timely data entry.

Customer Success Manager

PitchBook Data

PitchBook provides comprehensive data and analysis on private markets to help professionals discover and execute opportunities. We're creating a better way to do VC, PE and M&A. Research and analyze companies, deals, funds, investors and service providers across the entire private investment lifecycle.

Customer Success Associate

Sama

Sama provides accurate data for ambitious AI. The company’s high-quality training data platform is trusted by the world’s most ambitious organizations to develop accurate machine learning models. Trusted by leading technology companies such as Walmart, Google and Nvidia, Sama specializes in image, video, natural language and sensor data annotation and validation for machine learning algorithms in industries including transportation, retail and e-commerce, consumer and media, medtech, manufacturing and robotics, and agriculture.

Sales Development Representative

Flockjay

*Selected in the top 6% of all applicants for competitive 1:1 coaching in tech sales training program

*200+ hours of lead qualification, outbound prospecting, customer research, and industry mapping

*Mastered techniques in multi-channel outreach, leaving effective voicemails, crafting persuasive emails cadences, objection handling, time management, discovery calls, and BANT

Tech Fellow (Tech sales training)

Fitness 19

Personal Trainer

 Project Zen & Elements

*Recorded client data into company CRM using open-ended questions uncovering opportunities to value add

*Converted non-members to members using a customer-centric approach which led to higher customer satisfaction and increased client retention rates

Sales Specialist

Wonolo

*Contracted by multiple e-commerce/start ups

*Contracted to handle call volumes as high as 100+ a day (Hitting and surpassing quotas)

*Handled logistics for e-commerce such as routing, storing merchandise, tracking client marketing data and marketing products.

Business Development - Independent Contractor

Asian, Inc.

*Inspect and acquire distressed properties from Banks (REO's)

*Wrote RFPs for acquisition of properties to board of directors

*Rehabilitate homes and sell to low to moderate income first time home buyers. 

*Handled 5-7 properties at any given time.

*Coordinate with Realtors, escrow officers, inspectors, sellers, buyers, appraisers, etc. as needed. 

*Manage billings/payment requests for properties. Obtain permits and clear violations from the city and county for REO's

*Cultivate professional relationships with lenders and other business prospects

Housing Development Specialist

*Assist distressed homeowners facing foreclosure in determining whether clients qualified for loan modification, payment deferral, or other foreclosure prevention methods

*Input client information into company CRM system to ensure client details were maintained up to federal compliances 

*Organized events such as foreclosure prevention workshops, loan modification workshops, first time home buyer tour bus, etc from A-Z

*Directly work with executives for various projects

Housing Coordinator

Making collaboration easier | Customer Success at Avoma

I have worked in multiple verticals while delivering exceptional service. I am driven by a passion for cultivating relationships with clients and delivering high-quality solutions. I am highly adaptive and love to learn about new tech as well as thought processes.

Talk to me about:
Private Equity
Venture capital
M&A data
Private market data
Market Intelligence

I have a passion for blockchain & cryptography tech and the possibilities it holds. When I'm not exploring subjects of my interest, I enjoy power-lifting and striking arts.

E-mail: Allen.Zhao@PitchBook.com

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