Experience
From technical implementations to high-level strategic planning, driving data impact.
Independent Consultant & Corporate TrainerAvailable for consulting and in-house trainingIndependent Consultant & Corporate Trainer
Jason AnalyticsProviding Data/AI consulting, CRM & MarTech (Salesforce) implementation advisory and corporate training under the Jason Analytics brand. Combines data strategy and CDP implementation experience from Cathay Life with Salesforce pre-sales solution consulting to take clients from discovery and data architecture through to rollout and team enablement.
Senior Solution Engineer
Supported opportunities across 20+ enterprise accounts spanning financial services, manufacturing, technology, and retail, translating requirements into Salesforce solutions across Sales Cloud, Service Cloud, Data 360, Marketing Cloud, Slack, and Agentforce. Led industry-specific solution design and customer-facing demos, and pioneered AI-powered presales workflows enabling AEs to build customized demo environments.
Data Analyst (Assistant Manager)
Cathay Life InsuranceLed cross-functional discovery translating requirements for an 8M+ policyholder ecosystem into a 3-year digital roadmap. Led enterprise CDP vendor evaluation and implementation (Appier, beBit, Insider, Salesforce), reducing marketing campaign execution time from 7 days to 1 day. Spearheaded the Celebrus Exit Project re-architecting data collection across 30+ digital platforms with GA4/GCP, and drove 20%+ growth in online policy loan performance.
Partner Instructor
Developed end-to-end Tableau curriculum. Accumulated 300+ teaching hours, empowering 150+ professionals to transition into BA/DA roles.
Partner Instructor
Assisted nearly 100 students in completing Python data analysis, AI modeling, and n8n automation projects.
Data Analyst
iKala Interactive Media Inc.KOL influence analysis. Optimized Tableau dashboards and implemented automated scheduling systems, achieving a 5x (500%) improvement in operational efficiency.
Data Station Data Competition | Champion
CarrefourDeveloped customer purchase prediction models using clustering and associative algorithms. Won National Championship.
Data Engineer
Zero One TechnologyServed as technical trainer for 30+ corporate sessions. Delivered architecture advice and dashboards for high-level government & financial institutions.
Master of Business Administration (MBA)
NYCUFocused on business management, data-driven decision making, and operational strategy analysis.
Corporate x University Club Projects
While at Cathay Life, I served as the business owner and mentor for two consecutive cohorts of student teams at NTU and NCCU data clubs, practising the full path from problem definition to modelling and recommendations on real business questions.
NTU Data Analytics Club (NTU DAC)
- 2025
Machine-learning team: a predictive model to lift EDM performance and conversion. Business-analysis team: purchase sequences and digital behaviour of household customers across life stages.
- 2026
Business-analysis and machine-learning teams: raising adoption of online policy loans, with a supporting dashboard and a demo video.
NCCU Data Analytics Club (NCCU DA)
- 2025
Martech project: studying diverse visitors’ entry behaviour and modelling the best conversion paths.
- 2025–26
Second-year collaboration, with the corporate project alignment meeting held in December 2025 for the new cohort.
My role：Briefing and requirement interviews, mid-term and final reviews, monthly mentor meetings, evaluation and feedback.
Only public-level highlights are shown; no internal company data is included.
Talks & teaching
Regularly invited by university clubs and institutions to speak on Tableau, data visualization, MarTech and data careers, and teaching on Lien Cheng Computer (Rookie Savior), nSchool and Infinite Academy.
- 2026.11Get It in One Chart: Data StorytellingChinese Culture University Innovation Incubation CenterUpcoming
- 2025.09A Guide to Data Analytics Careers (7th-term career session)NTU Data Analytics Club (NTU DAC)
- 2025.08Tableau courseNCCU Data Analytics Club
- 2025.03Data careers: portfolios, interviews and MarTech in practiceNational Taipei University of Business
- 2025.03Practical Statistical ModelsNCCU Data Analytics Club
- 2024.12Judge, final presentations of corporate projectsNCCU Data Analytics Club
- 2024.11Tableau Basic and Advance workshops (two sessions)NCCU Data Analytics Club
- 2024.10Tableau Workshop (two sessions)NTU S&C Marketing Club
- 2024.09A Guide to Data Analytics Careers (6th-term career session)NTU Data Analytics Club (NTU DAC)
- 2024.05MarTech: Applications and InnovationNTU Data Analytics Club (NTU DAC)
- 2024.03Data career panel discussionNTU Data Analytics Club (NTU DAC)
- 2023.04Tableau in PracticeNTHU Consulting Group
- 2024.03Tableau Workshop (two sessions)NTU S&C Marketing Club
- 2023.03Tableau courseNTU S&C Marketing Club
- 2022.11Tableau in PracticeGoogle Developer Student Clubs, NYCU
Certifications
Gemini Certified Educator
Gemini Certified Educator
Partners & teaching platforms
nSchool
X Platform
無限學院
Lien Cheng (Rookie Savior)
Chinese Culture UniversityPlanning a session for your team?
Talks, half-day workshops and full-day programs on data storytelling, Tableau and AI tools.