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 Financial Wellbeing benefits.• 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 content and proposal submissions.• 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 and library review cycles in Loopio.• 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 appropriations bill for the Department of Defense.• Developed a new C-level gated review process for multi-million dollar proposals and regularly briefed executive stakeholders prior to submittal deadlines.• Maintains an RFP dashboard on Salesforce to track essential RFP trends for data-driven reporting and market insights.

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.• Completed FY 2020 with a team win rate of 41% and an estimated $84 million in additional revenue.

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