Provide one-on-one coaching to individual team members, ensuring personalized development and readiness for high-stakes meetings. Serve as a coach and facilitator ensuring a rigorous orals prep processes, guiding teams through challenging questions and role-playing scenarios to boost confidence and effectiveness. Leverage deep experience in gaining partner alignment on strategy and helping teams uncover unique win themes and differentiators. Act as a key consultant for win strategy discussions, bringing in-depth knowledge and strategic insights to the table. Foster collaboration among diverse subject matter experts to deliver comprehensive and persuasive proposals that align with client needs.Lead interviewer during independent win/loss debrief meetings with clients, serving as a trusted resource for knowledge of past pursuits and competitive intelligence.

Senior Pursuit Strategist - Prepare clear, concise, and engaging material that that focuses on the client’s business issues - Coach teams and individuals with impactful messaging and communication that resonates with the client- Help create a story board with client service teams and technical experts on large pursuits- Project manage pursuit teams end-to-end including solution development, timelines, action items and content development- Ability to brainstorm, write and edit with subject matter resources across many service lines and industries - Collaborate with graphic designers to develop fresh innovative proposals and virtual meeting deliverables (i.e., video, digital, interactive)- Apply sales tools such as Miller Heiman techniques, TRACOM social styles- Implement and conduct interviews for win/loss debriefs - Proactive in mentoring new team members- Help manage RFP intake, vet opportunities and assign resources Other roles include:-Project Manager for our national Business Development team in Americas-Account Manager-Market Segment Manager

Marketing and Client Service Associate• Initiated and designed new marketing materials for clients• Project manager for fixed income/equity RFPs and developed materials for sales presentation• Regularly maintained performance databases on behalf of firm’s portfolio returns

Director of Marketing• Managed small marketing staff of RFP writers• Designed marketing collateral, meeting decks and thought leadership