MOONHEE WOOD
East Taunton,Massachusetts
Summary
Over 10 years of experience in sales development, sales strategy, and client service operations, driving business growth and customer satisfaction. Proven in managing client relationships, enhancing retention, and providing comprehensive support across the entire lifecycle. Skilled in collaborating with cross-functional teams to achieve sales goals and streamline operations. Successfully launched a sales presentation platform that increased engagement by 75% and boosted team efficiency. Expert in coaching and mentoring sales teams, leveraging data insights to optimize processes, and aligning efforts with business objectives for measurable success. Demonstrates strong work ethics and project management expertise for measurable success. Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Overview
16
16
years of professional experience
Work History
Manager, Sales Development
John Hancock
12.2014 - 10.2024
- Company Overview: Retirement Services
- Partnered with Divisional Vice President of Mid/Large Market to design and implement new sales processes, improving operational efficiency and refining win/loss reporting methodologies
- Guided a team to play a pivotal role in supporting the sales team in achieving the annual goal of a 40% close ratio for mid-to-large market sales by providing strategic support and driving targeted initiatives year after year
- Designed and launched a cutting-edge sales presentation platform, leading vendor selection and aligning cross-functional teams to enhance team effectiveness
- Identified gaps in sales presentation agility and led a seamless end-to-end implementation of a new platform, achieving a 75% increase in engagement after its launch in March 2024
- Collaborated with external consultants to identify areas for improvement and pinpoint training needs, ensuring targeted development and enhanced team performance
- Provided strategic guidance on audience engagement in highly competitive markets, enabling more impactful and tailored sales presentations
- Delivered end-to-end support for sales opportunities, including preparation, competitive intelligence, coaching, value enhancement, and ensuring consistent, focused messaging
- Strengthened win/loss analysis and improved client feedback processes for a $30M+ market, enhancing data accuracy and informing key hiring decisions
- Tool adoption, and data accuracy across sales platforms, ensuring clear communication of results and actionable insights
- Led collaboration across Operations, Marketing, Compliance, Production, IT, and Intelligence teams, driving alignment and success for sales department initiatives
- Retirement Services
Client Service Manager
New York Life Investment
08.2008 - 12.2014
- Liaised for 13-17 client caseload, coordinating efforts with internal contacts, consultants, relationship managers, and external clients: managed quarterly projects including loan reports and plan reviews
- Addressed and managed daily inquiries from participant service centers, client contacts, and internal contacts efficiently
- Co-chaired Asian Network Organization, empowering/mentoring colleagues on significance of Asian Americans in corporate world
- Facilitated daily cash reconciliation for client plans, serving as liaison for client inquiries within large team environment
- Administered payroll reconciliation, release, and funding transmission, processing negative contributions and 401 (K) withdrawals
- Delivered quarterly loan report projects and executed trades for daily processing, ensuring accuracy and compliance with financial regulations, while coordinating with multiple stakeholders to streamline operations and enhance overall efficiency
Education
Bachelor of Arts - Psychology
Roger Williams University
05.2001
Skills
- Excel
- PowerPoint
- Research
- Data-driven
- Industry trends
- Content management
- Consultative selling
- Streamlined sales process review
- Process optimization
- Performance tracking
- Improve efficiency
- Tool development
- HubSpot
- Tiled
- Mediafly
- Decision-making
- Team leadership
- Time management
- Verbal and written communication
- Complex Problem-solving
- Staff training and development
- Relationship building
- Strategic planning
Internship
Public Defender's Office Intern
Languages
Korean
Professional Working
Work Preference
Important To Me
Work-life balanceCompany CulturePersonal development programsTimeline
Manager, Sales Development
John Hancock
12.2014 - 10.2024
Client Service Manager
New York Life Investment
08.2008 - 12.2014
Bachelor of Arts - Psychology
Roger Williams University
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