Lilly Tam Resume

Address: Santa Barbara, CA USA

Linkedin: lilly-tam

After years in PM and learning design, I had the opportunity to further study what I was passionate about: psychology of interpersonal relationships within organizations while sharpening my skills with tech and AI. I realized my strengths are most utilized when working directly with leadership. Nothing is too big or small for me to handle. Apart from admin tasks, I can also be your sounding board to analyze and strategize.

</aside>

Experience

Executive Assistant/ 5+ years supporting C-suite (2020-2025)

TILLEY HVR | Family Holding Company

Managed complex calendars, travel, and confidential communications for the CFO, CEO & President, and coordinated over 500 meetings annually.

Coordinated and prepared briefs for staff, client meetings, 10+ offsites, and quarterly all-hands events annually with approximately 150 attendees.

Tracked expense reports and managed logistics for executive travel with a budget exceeding 550k.

Developed onboarding materials, training guides to streamline knowledge transfer and accelerate ramp-up for new hires.

Project Management / Sales Training (2016 - 2020)

SELECT FUNDING | B2B Fintech

Reduced employee turnover by 70% via onboarding learning redesign for monthly new hires of sales teams.

Improved employee engagement through mindfulness techniques and streamlined communications and performance tracking using Salesforce, which increased the number of outbound sales calls from 100 to 130 per day.

Developed and implemented a wellness program for all employees with A/B testing.

Instructional Designer & Sales Trainer (2011 - 2017)

PAYSAFE | Fortune 500 Fintech

Started as outbound sales with over 100 calls daily.

Achieved top-performing sales multiple times, transitioned to trainer, and redesigned training programs.

Designed and modernized learning modules for 10 new products using PowerPoint and updated LMS.

Streamlined sales onboarding workflow by redesigning 10 training modules in LMS and PowerPoints, reducing new hire ramp-up time by 25% and increasing training session frequency from quarterly to monthly.

Education

<aside> <img src="/icons/graduate_gray.svg" alt="/icons/graduate_gray.svg" width="40px" /> (Ed.D.), Org Leadership and Psychology

University of Southern California

</aside>

<aside> <img src="/icons/graduate_gray.svg" alt="/icons/graduate_gray.svg" width="40px" /> (M.A.), Education and Sociology

UC Santa Barbara

</aside>

<aside> <img src="/icons/graduate_gray.svg" alt="/icons/graduate_gray.svg" width="40px" /> (B.A.), Liberal Studies and Psychology

Loyola Marymount University

</aside>

Skills

Executive Calendar Management & Complex Travel Logistics, Expense Reports & Budget Oversight with confidentiality

Event Planning: All Hands, Town Halls, Offsites, Data Management & Presentation Development, Project Management & Initiative Tracking (OKRs, Dashboard Reporting)

Internal & External Communications; Confidential Correspondence, Employee Engagement & Team Morale Programs

Detail-Oriented, Organized, Self-motivated, Solution-oriented problem solver

Tech

I take pride in the ability to learn new software quickly. Advanced knowledge below: