William Wei

Strategy and Sales Operation Manager at DataVisor

Investment Associate
2020 - 2024
•Source and diligence multi-stage investment opportunities in sectors of Digital Infrastructure, DevOps, Cybersecurity, AI/ML, FinTech and E-commerce through in-depth research, marking sizing, construction of financial model / return analysis, competitive landscape analysis and technical due diligence. •Lead through deal workflows including deal introduction, initial and deep due diligence, presentation for IC memorandum, deal closure and post-investment portfolio support •Conduct screening stage selection of potential investment opportunities based on technology and product, industry competition landscape and financial performance •Lead market research on investment sectors including Digital Infrastructure, DevOps, Cybersecurity, AI/ML and Enterprise SaaS

Business Analyst
2019 - 2020
• Co-initiate and first team member of the Project Management Office (PMO) in Enterprise Intelligence department • Establish project intake framework to address business request at enterprise scale in standardized process • Modernize intake assessment and reporting process which covers 100% of new business requests • Initiate and organize regular roundtable discussion with leadership including CIO for multi-team collaboration, issue escalation and business review • Construct re-usable reporting and assessment templates, identify inefficiency and lead process optimization • Coach project managers for new intake / reporting process adoption

Customer Success Manager
2018 - 2019
• Tracked client intake and analyzed the metrics to make strategic decision towards product prioritization • Owned and continuously improved documentation of Intake Assessment Form and Provisioning document for intake / onboarding to create optimal customer experiences • Managed strategic client relationship and engaged internal technology / product teams to promptly help resolve client queries and challenges • Identified and lead opportunities to improve the customer experiences by creating new workflows / checklists and optimizing existing workflows • Enhanced intake / onboarding process by incorporating new / strategic products offering • Collaborated with client, product manager, project manager and engineering team to construct alpha customer engagement through product maturity model

Consultant
2015 - 2017
• Recognized as Change Request Consultant to focus on client’s business process mapping and re-engineering • Gathered requirements from business users and client leadership; scoped and designed system solutions via multiple iterations • Carried out budget estimation based on solution complexity with clear scoping (measured in man-days) • Planned project delivery schedule based on system complexity and resource availability • Coordinated with development team, business process manager and system users to meet targeted delivery date and budget • Created Functional Design Documentation as deliverables for deployment sign-off
Analyst, Quality Assurance
2012 - 2015
• Analyzed, identified and created test scenarios documentation and scripts, and planned testing schedule to align with project delivery progress • Identified and reported system defects in issue tracking system and coordinated with developing team on defect fixing within stipulated Service Level Agreement (SLA) • Drove testing progress and communicated progress to Release Manager