Bill D Email & Phone Number

Houston, Texas Area

My role entails strategizing on the institutional sales process. Identify prospective clients and build strong client-facing relationships in order to grow market presence. Develop and deliver presentations, and provide the best solutions and strategies to Furtune 500 customers accross North America. Responsible to build relationships with the key industry consultants in the region, promoting the firm.Gains an understanding of the client’s business from a strategic and financial perspective in order to drive win-win solutions. Lead in the development and delivery of key strategic imperatives for clients. Build and maintain a strong working relationship with the client at various levels. Identify new opportunities to increase revenue. Drive growth plans related to the client portfolio. Collaborate with cross-functional teams to champion client needs, timelines, and requirements. Works closely with Operations, Technology, and Customer Support teams to ensure client satisfaction and problem resolution. Ensure that the day-to-day requirements of the client are completed. Provide direction to client director and coordinator, operational resources, and other sales and management resources as required. Lead in the onboarding of new clients. Leads in the creation and delivery of monthly, quarterly, and annual client business reviews. Manage operations of the North America sales team.

Toronto, Canada Area

Developed, maintained and expanded key client relationships and create strategic business plans for each account. Identified and pursue new business opportunities via delivery of strategic service initiatives. Prepared targeted proposals and presentations for decision makers and business owners. Generated forecasts, prepared status reports, client quotes and quality documentation. Negotiated contracts, pursue new opportunities, carry out post recruitmentactivities ensuring client satisfaction and service levels are exceeding client’s expectations. Leveraged the use of available company resources to provide value added support to each account. Achieved and exceed set new clients and recruiting placement targets.

Toronto, Canada Area

Assisted in the sales process, including estimating work effort and expenses using the standard tools. Developed detailed work plans that form the baseline for measuring process. Implemented appropriate controls and governance structures to ensure on-time, on-budget and quality outcomes. Managed subcontractor staff assigned to the project including the completion of project expectations. Managed issues and risks associated with the project.Managed the deliverable approval process essential to overall project approval. Worked with the sales team to manage changes to the original agreements.Developed complete and accurate status reports. Supported the generation of invoices and other tracking performed by Chubb Finance. Adhere to Service Line and Americas Managed Delivery guidelines and processes.Ensured compliance with corporate standards (legal, commercial, methodology, etc.) throughout all delivery management activities.

Toronto, Canada Area

As a senior business analyst responsible to play a key role between the Operations and the IT department. Understood clients business processes and business strategies with excellence in providing effective solutions. As a point of contact and SME for various operational processes while having a hands on approach in end to end project life cycle and delivery. Proficiency in managing vendors, client presentations, and effectively communicating through all levels. Moreover, ensured client satisfaction in the areas of consulting, planning, project implementation, benefits realization, service delivery and IT governance.