Lance Joseph Email & Phone Number

Tampa, Fl, Us

Greater Chicago Area

Greater Chicago Area

Deployed nationally to lead and support primary account opportunities through successful process management, strategy development, and team leadership• Led pursuit strategy and managed RFP response development; coached oral presentation teams through the use of targeted storytelling• Conceived positioning and messages that helped client teams distinguish themselves in highly competitive markets• Overall responsibility for the project and process management of client-ready deliverables that communicate distinct value proposition and persuasive insights. Past successes include:-- $28 million opportunity to provide ERP implementation services to a leading bioscience company-- $75 million pursuit strategy to provide ERP implementation services to a global food and agricultural company

Greater Chicago Area

Consulted with EY's client-facing teams and executives to develop effective proposals, presentations and other pursuit-related communications differentiating EY's services and capabilities to win new business.• Served as the lead pursuit manager responsible for coordinating teams of between 10 and 30 people and engagement fees in excess of $30 million• Designed, implemented and managed business development and go-to-market initiatives for EY's Midwest Region• Certified as a coach in Miller-Heiman Strategic Opportunity Management delivery and led pursuit teams through client-intelligence development to inform more-effective proposals·• Managed and supported projects that enhanced EY's culture of growth and exceptional client service

Lincolnshire, Illinois

• Provided a wide range of health exchange solutions that help Medicare eligible retirees access lower cost insurance in the individual market• Interviewed prospective clients to obtain data about their financial resources and needs and physical condition of the person, as well as discuss any existing coverage• Assisted with the planning and development of business model to achieve 300% growth by 2014

Coordinate and leverage the Sales Executive and sales process team members by using project management methodologies to ensure on time, on budget, and high quality delivery of the various components of the sales process.• Drive the development and delivery of best-in-class proposals by allocating specific tasks and responsibilities to team members• Inspect work products to ensure quality control, consistency and clarity of key messages • Establish and manage scope, cost, and duration of the sales process project plan including RFPs, pricing activities, finalist meetings, site visits, contract execution, and transition to implementation team • Track project metrics and analytics • Know trends, patterns, and history of third party evaluators that will inform the sales process

Operated within the sales and support teams for the achievement of customer satisfaction, revenue generation, and long-term account goals.• Provided end-to-end consultative sales support that resulted in more than $5MM in revenue for fiscal year 2009 • Identified nearly $1MM in savings through the design of the newly developed sales process for Hewitt’s HR Outsourcing Sales organization• Directed and managed the rollout of Client Experience for Hewitt’s HR Outsourcing Sales line of business• Demonstrated the ability to gather, submit detailed business information for pricing and presentation of solutions to identified prospects' business problems

• Created effective proposal presentations and developed compelling RFP responses that identified prospects’ business problems• Responsible for coordinating review schedule and adding additional records within Sant and RFP Machine for all of Hewitt's HR Outsourcing services• Educated various sales team members on usage of proposal software • Accountable for increasing client satisfaction as well as extending and expanding client relationships, team leadership, and mentoring• Facilitated strong relationships among team leaders from different lines of business to create a seamless, integrated delivery process for cross-organizational client projects

• Managed the resolution of participant escalations between Hewitt Technology and key client contacts for Verizon Communications, Inc.• Integral part of the implementation of a newly created client payroll system for Verizon Communications, Inc.