Competitive Market Research Marketing Campaigns & Promotions Webinar &

Tradeshow Coordination

Continuous Process & Performance Improvement Presentation, Negotiation, &

Closing Skills

QUALIFICATIONS PROFILE

< Well-versed professional with remarkable closing strategies and solution-

selling tactics honed through more than 16 years of marketing and

strategic business development experience.

< Possess stellar qualifications in creating effective marketing strategies

and business plans to increase revenue, capitalize on growth

opportunities, and promote favorable company's image.

< Show paramount efforts in managing all facets of project life-cycle

development, from initial analysis and conceptual design, through

implementation and enhancement.

< Innate ability in delivering high-impact presentations, representing

product launch, and addressing needs of diverse clients to present

innovative business solutions.

< Proven effectiveness in a fiercely competitive and fast-faced

environment. 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

focusing on developing global marketing strategy, positioning, branding,

and product marketing. Design and build a completely modern architecture to

meet the specific needs of the property and casualty insurance industry.

Formulate innovative marketing strategies and campaigns to increase brand

awareness and elevate corporate visibility. Conduct sales forecasting and

strategic planning to ensure corporate profitability while analyzing

business developments and monitoring market trends. Maintain accurate

records of contacts and prospects utilizing the company's systems and

procedures. Provide customers with an external view on their business

processes to assist them in building a business case for system

replacement, benchmarking their operations prior to going live and

promoting continuous improvement.

Notable Achievements:

. Recognized as Salesforce.com System Administrator, responsible for

customizing and designing the CRM platform for the company

. Served as the corporate focal point of contact in addressing and

resolving various technical issues and concerns

. Singlehandedly facilitated monthly web seminars (GoToWebinar), presenting

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; created target list for invites

. Aggressively prospected leads to build a substantial sales funnel

generated by effective marketing, regular communication, appointment

setting and meetings

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 to clients. Conceptualized and formulated

comprehensive financial plans to meet client'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 sales

projects. Earned comprehensive experience in presenting ideas, projections,

and 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 opportunities and referrals

. Skyrocketed sales to 250% by designing an effective marketing initiatives

. Pivotal in opening new marketing channels, establishing strategic

alliances, 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-

Valley 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 requirements: recruited and hired staff and interacted with

multiple operating areas 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

processes; presented launch plans to senior management for approval; and

subsequently tracked actual unit sales and gross margin performance

. Performed new product training for sales force and dealer network,

including providing test units to region managers and key dealers for use

in demonstrations

. Received the following awards for demonstrating high degree of personal

commitment and exemplary performance:

o President Club Award Western Division: 2002

o Executive Club Award: 2000 and 2001

o Circle of Excellence Award: 2001

o Winner Circle: 1999, 2000, and 2001

o 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

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