Jen Gelose Email & Phone Number

Milpitas, Ca, Us

San Francisco, California, United States

San Francisco, California, United States

End-to-end management of RFP and RFQ submissions for public and private clientsDeployment support for OpenAssetManage Go/No Go process and subsequent check-in and review meetingsGuidance of pursuit strategy and coordination of marketing and technical effortsTracking and reconciliation of people and project data for entry and updates to CRM systemCreate marketing collateral for business development client meetings and requestsManagement of interview process including production of slide deck, rehearsal schedule and feedbackWork with technical teams to craft project narratives for website, social media and proposal use

Buffalo, New York, United States

RFP and RFQ development for firm services throughout the USGuidance of pursuit strategy and coordination of marketing and technical effortsSource and develop metrics for differentiation in project pursuitsResponsible for tracking and entry of project data for monthly and periodic marketing dashboardsMaintain and update Salesforce records per Business Development guidelinesPrepare and format print materials for inclusion in all aspects of proposals, presentations and competitionsWork with firm leadership to develop custom portfolio contentLiaison with market leaders and firm professionals in coordinating document development with graphic designers, as necessaryCreate and update portfolio pages, presentations and related marketing materialsMaintain proposal filing system

Buffalo/Niagara, New York Area

Project coordination from information gathering through proposal and final reporting process in high-paced, client-driven environmentFront line of communication for CPA’s and clients for information requests and client inquiries before, during and after project completionPreliminary review and final processing of cost segregation reporting packagesSupport of field team and managers by providing timely project detail and administrative supportRoute planning for short-term projects based on analyst availability and project deadlinesReporting for outside sales contractor, management team and analysts for project tracking and productivity

Lawrenceville, Nj

RFP and RFQ development for Energy team based throughout the USGuidance of pursuit strategy and coordination of marketing team, project manager and client relations managerGo / No Go determination, strategy and progress calls, proposal matrix building, review team coordination, & presentation support Support of business development activities and initiatives for senior staffFacilitation of proposal development and productionDevelopment of qualifications packages including resumes, project descriptions and other custom marketing material.Enter new opportunities, create marketing budgets, update status of current pursuits and generate reports in custom Oracle CRM platform

Union, Nj

Launch strategic partners from proposal to formal agreement through on-boarding pipelineProcess weekly, monthly and quarterly commissionsCreate, imprint and fulfill marketing material requests from partners, account managers and sales teamMaintain inventory of all marketing collateral for LifeStation and sister companyResponsible for timely review, revision, proofing and ordering of low-stock marketing materialsCreate, assemble and stage all materials required for trade shows and in-house seminarsProvide daily support and problem-solving for partners via phone and e-mailInstrumental in transition of 800 users for key account conversionProvide custom reporting for partners, account management and sales team

Manager of labor, inventory, ordering and schedulingAdministrative support of two full-time veterinarians Built relationships with major vendorsInstrumental in hospital profitability within 10 months of openingInstituted client education program for preventive pet care and spay/neuter awarenessEducated school-aged children about responsible pet ownership during hospital toursIncreased client base through cold-calling prospects and approaching PetSmart shoppers