Pre-Sale Operations Project Management• Develop/manage the Pre-Sale support activity plan in developing and timely submittal of the optimal proposal.• Coordinate/manage plan milestones to ensure timely and efficient completion of pre-sales support.• Create/ensure the accuracy of project cost models and manage all data input activities.• Understand & analyze service requirements, product lists, and logistics required for each project, associated costs and financial impacts.• Coordinate various activities between internal support personnel ensuring on-time completion of pre-sale activities.• Maintain a high level of communication between all parties involved in developing the sales opportunity.Account Transition – “On-Boarding”• Develop a detailed transition plan to ensure successful “On-Boarding” of new project.• Monitor and manage the timely completion of all transition project milestones.• Conduct regular meetings with internal/external team members to confirm all members understand and execute required actions and responsibilities.• Coordinate all activities with internal/external resources involved in the transition plan.• Ensure on-time completion of the transition plan in accordance with agreed upon “go-live” datePost-Sale Operations and Sales Support• Maintain open, consistent communication with Sales and Operations teams through the first 30-60 days after the successful onboarding of a new project.• Serve as a communication conduit to ensure the internal team is informed of all changes, issues, and new initiatives, generated by individual customer locations.• Assist in identifying, communicating, and developing project plans for new initiatives generated by the customer or internal corporate teams.• Build/manage new initiative plans from Pre-Sale to Transition, to Post Sale.• Assist in the management of corporate customer relationships (QBRs, Assessments, Inventory disposition, Forecasting, Cost Savings Initiatives, etc).

• Generate leads through different governmental websites for automatic notification of new solicitations; standing as the most traffic of bid solicitations that the company has ever encountered.• Responsible for evaluating online requests for proposals (RFPs), requests for information (RFIs), and request for quotes (RFQs) for possible opportunities for fire & life safety and security service contracts.• Comprehensively review all RFP/RFI/RFQ documents that are received, facilitate a decision of whether to respond, and coordinate efforts for all response efforts.• Assist in writing, proofing and formatting a response and manage all response efforts including delegating tasks which require other’s expertise.• Managing a depository of prepared technical responses as well as boiler plate documents and effectively tracking and reporting on the results of RFP opportunities and presenting the data to management.• Collaborate with Sales, Marketing and Product Management personnel to collect product information and content for marketing documentation.• Other duties include: Perform as lead event planner for the Louisville, KY branch for team building events.

• Cleaned documents, converted documents to/from different software packages, transcribed audio/video as required. • Created and edited complex legal documents to specifications using expert word processing and advanced software knowledge. • Demonstrates mastery of the Microsoft Office (Word, Excel, PowerPoint and Outlook), and the Internet.• Excellent communication skills to effectively communicate/coordinate information with all levels of the firm. Provides excellent judgment when communicating with all levels of the firm where necessary to coordinate issues and conflicts that may arise regarding the project.• Proofreads work product to ensure accuracy in format, spelling, punctuation, grammar and accuracy prior to returning finished product to the author/attorney.• Proficient with the use of the Internet and other resources for research and is a quick learner when learning new processes.• Excellent organizational and project management skills to include effectively working with multiple projects, shifting priorities and deadline pressures.• Recover/restore corrupted document files when needed.• Create and maintain department processes and procedure documentation.• Enter incoming requests in the Document Processing Inbox into the Document Services Dashboard ensuring accuracy and timeliness of all posted documentation.• Initiates, with attention to detail, and completes time sensitive projects with minimal supervision.• Apply different methodologies to projects based on the project need.• Multitasks and manages sensitive/confidential information.• Provides independent and collective judgment in correspondence regarding time-sensitive information with all levels of the firm.Additional duties:• Provided one-on-one training for new employees and management in various software applications offering the necessary tools and best practices.• Supervised/monitored work product of new employees to ensure accuracy to meet specified timeframes.

• Demonstrates mastery of the Microsoft Office (Word, Excel, PowerPoint and Outlook), and the Internet.• Clean documents, convert documents to/from different software packages, transcribe audio/video as required. • Excellent communication skills to effectively communicate/coordinate information with all levels of the firm. Provides excellent judgment when communicating with all levels of the firm where necessary to coordinate issues and conflicts that may arise regarding the project.• Proofreads work product to ensure accuracy in format, spelling, punctuation, grammar and accuracy prior to returning finished product to the author/attorney.• Proficient with the use of the Internet and other resources for research and is a quick learner when learning new processes.• Produce financial statements, flow charts, presentations, letters, and other documents as requested.• Excellent organizational and project management skills to include effectively working with multiple projects, shifting priorities and deadline pressures.• Create and maintain department processes and procedure documentation.• Initiates, with attention to detail, and completes time sensitive projects with minimal supervision.• Participates or manages special projects (Matter Management and L.E.A.P for Microsoft Word 2016) and performs other duties as assigned.• Multitasks and manages sensitive/confidential information.• Provides independent and collective judgment in correspondence regarding time-sensitive information with all levels of the firm.• Actively applies knowledge of entire workflow process of the dept.