CARMEN WOO

1002 Shoreline Drive, San Mateo, California 94404

650.455.3789
ckwoo2@yahoo.com

COMPETITIVE MARKET RESEARCH ~ MARKETING CAMPAIGNS & PROMOTIONS ~ WEBINAR & TRADE
SHOW COORDINATION
CONTINUOUS PROCESS & PERFORMANCE IMPROVEMENT ~ PRESENTATION, NEGOTIATION, & CLOS
ING SKILLS

QUALIFICATIONS PROFILE
- Well-versed professional with remarkable closing strategies and solution
-selling tactics honed through more than 16 years of marketing and strategic bus
iness development experience.
- Possess stellar qualifications in creating effective marketing strategie
s and business plans to increase revenue, capitalize on growth opportunities, an
d promote favorable company’s image.
- Show paramount efforts in managing all facets of project life-cycle deve
lopment, from initial analysis and conceptual design, through implementation and
enhancement.
- Innate ability in delivering high-impact presentations, representing pro
duct launch, and addressing needs of diverse clients to present innovative busin
ess solutions.
- Proven effectiveness in a fiercely competitive and fast-faced environmen
t. Bilingual in English and Chinese.

EMPLOYMENT HISTORY

MARKETING COORDINATOR 2007–PRESENT

GUIDEWIRE SOFTWARE ~ SAN MATEO, CA
Direct and coordinate daily operational aspects of the Marketing Department focu
sing on developing global marketing strategy, positioning, branding, and product
marketing. Design and build a completely modern architecture to meet the specif
ic needs of the property and casualty insurance industry. Formulate innovative m
arketing strategies and campaigns to increase brand awareness and elevate corpor
ate visibility. Conduct sales forecasting and strategic planning to ensure corpo
rate profitability while analyzing business developments and monitoring market t
rends. Maintain accurate records of contacts and prospects utilizing the company’s s
ystems and procedures. Provide customers with an external view on their business
processes to assist them in building a business case for system replacement, be
nchmarking their operations prior to going live and promoting continuous improve
ment.
Notable Achievements:
- Recognized as Salesforce.com System Administrator, responsible for custo
mizing and designing the CRM platform for the company
- Served as the corporate focal point of contact in addressing and resolvi
ng various technical issues and concerns
- Singlehandedly facilitated monthly web seminars (GoToWebinar), presentin
g complex, customized demonstrations tailored to customer requirements
- Organized and represented the company at various tradeshows and lunch /
dinner events, including marketing events to initiate sales of the products; cre
ated target list for invites
- Aggressively prospected leads to build a substantial sales funnel genera
ted by effective marketing, regular communication, appointment setting and meeti
ngs

EXECUTIVE FINANCIAL ADVISOR 2004–2007

CONQUEST FINANCIAL SERVICES ~ WALNUT CREEK, CA
Employed consultative sales approach including one-on-one financial assessments
and offered the competitive advantage of a full range of products and services t
o clients. Conceptualized and formulated comprehensive financial plans to meet c
lient’s goals and objectives. Worked collaboratively with business development teams
in managing product lines from conception to completion all the way to delivery
. Solidified profitable key account relationships and executed $10M to $35M sale
s projects. Earned comprehensive experience in presenting ideas, projections, an
d results to senior management.
Notable Achievements:
- Built and cultivated long-term quality relationships with more than 150
customers by providing superior customer service, which generated new business o
pportunities and referrals
- Skyrocketed sales to 250% by designing an effective marketing initiative
s
- Pivotal in opening new marketing channels, establishing strategic allian
ces, and managing relations with more than eight vendors including ING, MetLife,
Blue Cross, Blue Shield, Allianz, and Transamerica
- Keynoted guest speaker during monthly investment seminars in the Tri-Val
ley area in 2004

ASSISTANT VICE PRESIDENT / SENIOR FINANCIAL ADVISOR 1994–2004

MERRILL LYNCH & CO., INC.~ WALNUT CREEK, CA
Applied dynamic leadership talents in all facets of the business consisting of a
team of four responsible for directing a $65M portfolio. Determined staffing re
quirements: recruited and hired staff and interacted with multiple operating are
as to implement projects executions. Facilitated comprehensive training to staff
to develop competencies, maximize performance level, and optimize departmental
efficiency.
Notable Achievements:
- Augmented annual unit sales from 0 to 1500 in six months by successfully
launching new products into marketplace to replace existing products
- Convened with dealers, national accounts, end-users, and sales force to
define new product requirements as well as with the product development team to
document such requirements into product specifications
- Conceptualized and implemented execution plans, outlining launch process
es; presented launch plans to senior management for approval; and subsequently t
racked actual unit sales and gross margin performance
- Performed new product training for sales force and dealer network, inclu
ding providing test units to region managers and key dealers for use in demonstr
ations
- Received the following awards for demonstrating high degree of personal
commitment and exemplary performance:
- President Club Award Western Division: 2002
- Executive Club Award: 2000 and 2001
- Circle of Excellence Award: 2001
- Winner Circle: 1999, 2000, and 2001
 - Golden Nugget Award: 1999

PRIOR WORK EXPERIENCE

PROJECT ASSOCIATE ~ Bank of America Corporation, San Francisco, CA: 1992–1994

EDUCATION
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, Emphasis in Marketing
~ California State University, Hayward, CA: 1993

PROFESSIONAL TRAINING
Salesforce Administrator Training ADM 201: 2009
Salesforce Administrator Training ADM 202: 2008

TECHNICAL PROFICIENCY
Microsoft Office Suite, Salesforce.com, RingLead, Screencast, Go2Webinar, Eloqua
, and HTML