Manages team of RFP/Due Diligence professionals and monitors all aspects of the RFP/Due Diligence project management process ensuring timely completion and delivery of compliant RFP and due diligence responses. • Manages production calendar (Smartsheet) and assigns projects to team members• Coordinates, reviews, and approves all RFP/RFI/Due Diligence projects• Oversees RFP library database (Qvidian) content management including regularly scheduled reviews with assistance of SMEs• Oversees updates to external consultant databases (eVestment, Mercer, Callan, etc.)• Contributor/writer to more complex RFP/Due Diligence projects • Procurement and onboarding of several 3rd party service providers to promote efficiencies within the department• Responsible for annual team member performance evaluations• Trains new team members on tools, departmental policies, and procedures

Led proposal projects and client due diligence by developing and monitoring project plans, establishing and managing deliverables, collaborating with proposal teams and subject matter experts (“SMEs”), reviewing proposal responses, and researching, writing, and editing responses, verifying proposal document compliance, and ensuring on-time delivery of final compliant documents.• Managed production calendar and distribution of projects among team members. Reviewed and approved team member’s work.• Contributed and oversaw RFP library database (Qvidian) content management including regularly scheduled reviews with assistance of SMEs• Contributed and oversaw updates to external consultant databases (eVestment, Mercer, Callan, etc.)

• Architect and administrator of content library and automated proposal writing via Qvidian. • Scheduled and led meetings and managed communications with SMEs, including ongoing content reviews, timely system updates, technology advances and overall quality control. • Wrote, edited, and proofread content. Applied changes made to standard content as part of the RFP process.• Supported creation and updates of quarterly marketing collateral including fact sheets, presentation decks and commentary• Collaborated with internal clients to understand business and product objectives, set and managed expectations, developed effective solutions, resolved issues and attained consensus

Led proposal projects and client due diligence including developing and monitoring project plans; establishing and managing deliverables; collaborating with proposal teams and subject matter experts; reviewing proposal responses and researching, writing, and editing responses; verifying proposal document compliance; and ensuring on-time delivery of final compliant documents.• Architect and Administrator of content library and automated proposal writing via Qvidian; responsible for integrity of content • Maintained collaborative relationships with SMEs for continuous updating of master library RFP content• Prepared Power Point presentations and marketing materials for client site visits and presentations as needed; Distributed capability descriptions, brochures, and other marketing materials as needed• Planned and coordinated site visit events and customer events

Provided support to sales team members through marketing campaigns and lead generating activities reporting to five regional sales managers. Designed, implemented and managed strategic, lead generating marketing and promotional campaigns for all lines of business.• Provided training to sales team and managed the integrity of the prospecting CRM database • Tracked sales leads and campaign results to measure ROI and effectiveness and overall success of various marketing efforts• Personally created and implemented company-wide, a training manual for marketing sales tools• Created a frequent customer and referral customer incentive program