Manager, Business Case Development
CurrentI manage the finalist process for the company in which we compete with other firms to provide retirement plan services for large groups in healthcare, government, higher education, elementary/secondary education and not-for-profit. When a prospective client narrows its selection process to a few possible providers, it invites us to make a "finalist" presentation. This is an opportunity to address all client interests and offer our best case for selection. I manage that process, assembling the team, building strategy, compiling presentation materials and delivering these materials to the team at point-of-presentation.