Xinyao Zhao
@xinyaozhao
Senior Sales Analytics & Operations Analyst at Beyond Finance, identifying $5M+ EBIT growth opportunities and automating recurring reporting.
United StatesWhat I'm looking for
At Beyond Finance, I analyze conversion, retention, sales pacing, and other performance metrics to help Sales leadership identify trends and make decisions. I also own monthly commission analysis and establish sales targets through forecasting and historical payout analysis.
I partnered with Sales leadership at Beyond Finance to identify $5M+ EBIT growth opportunities and develop data-driven proposals. My analysis supported a new performance review policy rolled out across 800 agents.
At UnionPay Gold Card Technology Co., Ltd., I analyzed CRM deal data and customer segments to improve client qualification and prioritization, reducing sales conversion time and generating over $250K in incremental revenue. I also built a Slack notification bot and use AI-assisted workflows to automate recurring reporting and review processes.
Experience
Work history, roles, and key accomplishments
Senior Sales Analytics & Operations Analyst
Beyond Finance
Oct 2025 - Present (1 year)
Lead analysis of conversion, retention, call adherence, and sales pacing using SQL, Snowflake, and Looker. Own monthly commission analysis and partner with sales leadership to identify growth opportunities, including a new performance review policy rolled out across 800 agents.
Sales and Marketing Analyst
UnionPay Gold Card Technology Co., Ltd.
Jul 2024 - Feb 2025 (7 months)
Partnered with sales leadership and financial institution clients to recommend tailored cybersecurity assessment and technical testing services. Analyzed CRM deal data to improve client qualification, reducing sales conversion time and generating over $250K in incremental revenue.
Education
Degrees, certifications, and relevant coursework
University of Chicago
Master of Public Policy, Public Policy
2022 - 2024
Grade: 3.8/4.0
Master of Public Policy with a GPA of 3.8/4.0, completed from September 2022 to June 2024.
University of Southern California
Bachelor of Arts, Economics & Psychology
2018 - 2021
Grade: 3.95/4.0
Bachelor of Arts in Economics and Psychology with a GPA of 3.95/4.0, completed from August 2018 to December 2021.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
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