Haley Veith, Cf Apmp Email & Phone Number

California, United States

• Developed, implemented, and documented a comprehensive RFP process from the ground up in the first 90 days to establish industry best practices, streamline proposal development, and scale our sales pipeline for B2B.
• Onboarded, launched, and optimized LearnLux’s Loopio proposal management platform which enhances team collaboration, content accuracy, and response quality.
• Created a 500-entry FAQ content library that provides sales and cross-functional leaders with instant access to critical product information improving efficiency, accuracy, and brand messaging in sales enablement.
• Authored and automated a branded proactive proposal template which empowers sales to independently generate high-quality proposals with reduced turnaround times.
• Trained and mentored sales as well as cross-functional teams of SMEs on the new RFP process, fostering a seamless adoption and integration with current sales practices.
• Collaborated with marketing operations on updates to RFP pipeline reporting within HubSpot, resulting in improved visibility and data-driven decision-making for the leadership team.

California, United States

• Innovated and implemented the current B2B RFx process, leading sales, account managers, broker leads, and subject matter experts from opportunity intake to pens down, leadership reviews, proposal submittal, and award.
• Executed a personal average submission rate of 4-6 proposals per month, totaling an average of 70 proposals and broker discovery profiles submitted annually.
• Manages and trains cross-functional teams of SMEs inclusive of product, client marketing, legal, finance, international, customer service, data and analytics, network, safety, and ITSEC on their RFP responsibilities.
• Crafts customized proposals by writing to evolving product specifications, policies, and differentiators for a suite of 7+ caregiving benefit programs.
• Maintains, organizes, and contributes to a robust FAQ content library in Loopio comprised of product descriptions, policies, company policies, technical service methodologies, and proposal best practices documentation.
• Authored series of blogs, benchmark reports, and other sales enablement content, as well as a congressional white paper for the Armed Services Committee that grew to a policy recommendation paper for the 2025.

Roseville, CA

• Led the analysis, development, organization, compliance, writing, formatting, editing, production, and submission of all assigned grants and proposals in the federal and commercial sectors for five key lines of business.
• Managed multiple proposals and deadline calendars simultaneously.
• Developed customized proposal content and concepts of operation with subject matter experts, capture managers, and executive stakeholders.
• Maintained, organized, and contributed to a robust proposal content library comprised of project descriptions, staff resumes, company policies, technical service methodologies, and proposal best practices documentation.
• Assisted with the onboarding and training of other proposal team members.
• Executed an average team submission rate of 3 proposals per week, totaling 150 proposals submitted in FY 2021.

Rocklin, CA

• Generated project compliance, training templates and technical documentation for processes and projects with the Data Networking, Store Support, Quality Engineering, Treasury and Project Management teams
• Coordinated a 250 Store Router Replacement Initiative with Verizon Wireless and WSI’s IT Data Networking Team
• Created and implemented a new Financial Merchant ID setup process for all new WSI stores with American Express, Discover, Chase Paymentech and Verifone business partners
• Facilitated the onboarding and delivery of pin pad devices for all WSI North American locations through our Verifone and Chase Paymentech business partners