Jiayang Meng

• Customer Success & Commercial Impact: Manage 40+ institutional clients with total annual subscription value (ASV) of ~$4M, delivering 95% account retention. Led remediation of at-risk accounts, securing 80% ASV retention from this cohort and driving 30% of these accounts to upgrade to premium-tier plans. Nurtured ~$500k in qualified sales pipeline, directly fueling ASV growth.
• Strategic Research & Execution: Proficient in market sizing, competitive benchmarking, and commercial roadmap development. Regularly lead cross-functional deep-dive strategic research initiatives, with outputs directly informing C-suite decision-making.
• Cross-Functional Collaboration: Partner with Sales, Product, and Engineering teams to deliver product enhancements, streamline customer operations workflows, and lift sales conversion rates.

FactSet– Investment Management Consultant 2024/06–Present

Consulting and customer success for China and HK accounts, contributing to commercial strategy and operations.

 Client Success: Managed a portfolio of 40+ institutional accounts (~$4M USD ASV). Delivered end-to-end consulting for key accounts, optimizing investment workflows and deploying next-gen portfolio analytics and risk management solutions to expand use cases and deepen user stickiness, achieving 100% KPI attainment.

 Client Retention: Spearheaded engagement strategy for 10+ churn-risk accounts, retaining 80% of ASV. Converted 30% of at-risk subscriptions from basic to premium tiers, contributing to an overall account retention rate of 95%.

 GTM & Revenue Growth: Collaborated with sales team to architect pre-sales to post-sales strategies. Developed new product launch plans and sales enablement assets to drive commercialization. Drove topline ASV growth by uncovering new demand and premium upsell opportunities, generating ~500K sales lead.

 Product & Business Strategy: Conducted market and comps analysis, desktop research, and client meetings to identify whitespace opportunities for product enhancements and beta features in partnership with product & engineering team. Developed commercial strategy and roadmap to senior management.

 Special Projects: AI strategy research in financial data market; 3rd-party strategic partnerships; in-house consulting

XBO Advisory - M&A Advisory Intern 2023/08 –2023/11

Boutique investment bank providing advisory on cross-border M&A transactions between Asia and Europe.

 M&A Research: Executed proprietary analysis of China scientific instrument sector, evaluating market dynamics and M&A drivers to identify optimal consolidation opportunities; developed pitchbooks for prospective buyers.

 Target Screening: Assessed targets for compatibility, strategic synergy, and asset quality and maintained target pool.

 Investment Valuation: Constructed models to project P&L, deal NPVs, cashflow, and IRRs.

ByteDance– Strategy Analyst Intern 2022/02 –2022/06

Responsible for overseas market strategy research in SaaS EAS, delivering market insights to the management team.

 Strategy Research: Led comprehensive benchmarking on 12 global cloud players, reverse-engineering business models, revenue optimization levers, and scalability drivers to inform market entry playbook, delivering a 45-page report.

 Sector Mapping: Deconstructed $28B software sub-market dynamics to map 160+ Chinese B2B SaaS startups, identifying 3 high-potential verticals based on growth trajectory and capital markets trends.

Tencent – Business Analyst Intern 2021/09 –2022/01

Strategy and product management of Tencent LeXiang (Leaming/Knowledge Management SaaS product)

 Competitor Analysis: Architected landscape analysis of 8 competitors. Explored commercial development path by decoding competitors' commercial models, moats, ecosystem, and operations, culminating in a 30-page report.

 Product Pricing: Conceptualized value-based pricing balancing comps benchmarks and user product selection criteria.

 Data Analysis: DAU/MAU cohort analysis, feature adoption funnels, and churn predictors of 140,000+ entities to develop engagement and activation strategies, driving 20+% usage uplift.

MSc in Strategic Management – HEC Paris (2022-09 – 2024-03)

BSc in Hotel Management – The Hong Kong Polytechnic University (2017-09 – 2021-11)