Lisa G. Email & Phone Number

Worldwide, OO

• Strategize and execute on client pursuit strategy with cross-functional client service team membersincluding industry leaders, senior client service professionals, pricing specialists, and analysts on ~15 services.
• Lead meetings with stakeholders to drive decision making, remove obstacles, and address key project issues to ensure business needs are met and support the vision and goals of each pursuit and project
• Guide teams to transform strategic thinking into persuasive and differentiating client deliverables (~15-25 a year) to develop videos, multimedia proposals, and interactive presentations to win national and global.
• Apply targeted sales principles and outcome-based client-centric messages to help teams win new business and increase retention rate
• Support client service teams in the preparation and delivery of orals/presentation opportunities through orals coaching
• Collaborate with senior colleagues on the development of the national Pursuit Center of Excellence (PCOE ~200-person team), enhance collaboration strategies, and facilitate the sharing of best practices across the.

Worldwide, OO

• Motivated client teams through respectful inquiry in crafting client messaging supported by a process to execute compelling deliverables and presentations to win new business for Fortune 100 clients
• Applied internal and external research on client and competitive landscape and used those findings to provide strategic guidance on the client pursuit strategy
• Engaged with sales executives, marketing, and account teams to establish consistent alignment of client messaging, timely project execution, and realistic metrics for success
• Managed client pursuit managers and serve as career mentor to support teams
• Established monthly community of practice meetings with the Risk and Financial Advisory PCOE team to share competitive insights, innovative pursuit deliverables, and brainstorm through common team challenges
• Led in-person an online simulation-based training to enhance the skill of the PCOE

Worldwide, OO

• Led client teams (senior partners, analysts, pricing specialists and client service professionals) in writing and managing client pursuit opportunities ranging from $500,000 to $10M in potential revenue for Fortune 500.
• Established a self-service model of sales and proposal templates for business leaders and client teams to become more independent when going to market with collateral.
• Coordinated bi-weekly calls with the pursuit team to share competitive insights, innovative pursuit deliverables, and brainstorm through team challenges.

Worldwide, OO

See lead pursuit specialist description

Worldwide, OO

See lead pursuit specialist description

New York, NY, US

• Conducted monthly training to technical staff on the appropriate use of marketing tools including collateral templates
• Developed, organized, and updated marketing collateral with feedback from key stakeholders while maintaining consistency, quality, and corporate branding
• Managed the life-cycle of quarterly tradeshows from budgeting to concept and execution

• Created industry-focused marketing campaigns for clients in the retail and distribution industry
• Established a blueprint for building and executing client seminars
• Collaborated with business groups to define a process for updating the corporate website, coordinated monthly photo shoots, and submitted materials for awards submission