Peter Hodes Email & Phone Number

• Led 6-person international team in financial modeling, proposal development, customer contract creation, and Salesforce data management.
• Oversaw contract objects in Salesforce (CRM system), including reviewing all for accuracy, and approving so we can process orders.
• Worked with sales on ad hoc financial modeling, sales strategy, and document creation requests. Facilitated sales while also protecting company by ensuring adherence to customer margin targets.
• Created, implemented, and managed RFP and RFI response process.
• Transformed the sales support process increasing turnaround time from 3 days to 1, and improved accuracy in all pricing and documents.
• Designed, implemented, and curated searchable RFP Bank (database). This allowed us to quickly find prior responses to repeatable questions, so we had more time to focus on our win themes and customize responses to each.

New York, New York, United States

• Managed the flow of data through Salesforce (CRM system), including: o Modeling customized, complicated sales orders in the system so the data can be captured and reported on accurately. o Created new criteria and data.
• Created and implemented the RFP, RFI, and DDQ response process. Managed a team responsible for the response effort.
• Led a team responsible for helping the sales team properly use Salesforce, including technical help, and data management questions.
• Provided management with regular and ad-hoc reports, strategic analysis, and industry and competitor research.
• Monitored overall sales performance and worked with the sales team to manage the pipeline.

New York City

• Led the panel RFP process for key long-term clients.
• Worked with firm partners to develop quality proposals and RFP responses, and help build relationships with clients.
• Researched clients to identify important marketing messaging that will resonate with clients.
• Utilized and maintained CRM system to track client information and opportunities.

New York City

• Managed proposals and marketing strategy resulting in improved project management and higher quality government proposals.
• Coached team and created presentation materials for client meetings as part of proposal process.
• Led brand management including documenting, updating, and improving the brand.
• Worked on client deliverables to ensure accurate, high-quality documents were produced.

Greater New York City Area

• Implemented, maintained, and enhanced CRM systems resulting in improved sales operations for education company client resulting in significantly improved information and analysis.
• Led sales strategy and RFP writing efforts, and created RFP library for Education Company, combined with better and more strategic use of CRM system – Salesforce.com, resulting in improved strategic interactions with.
• Created sales operations and strategy plan, financial and strategic plans, operations analysis, competitor intelligence analysis, marketing plan, identified growth areas based on research and analysis of market trends.
• Managed the creation of the business plan including sales strategy, operations, financial analysis, long term growth strategies, and marketing for fantasy football company.
• Led market research utilizing primary methodologies such as interviews, and secondary methodologies such as 3rd party research studies for entrepreneurial opportunities including a pet products and services start-up.
• Created sales and marketing materials in addition to coaching clients for their “elevator speech,” resulting in clients’ development of new business relationships and sales

New York, New York

• Managed numerous RFP response efforts, including applying sales strategy, pricing, and co-developing win themes and value propositions for the pursuit. Additionally, prepared the client service team for interactions.
• Responsible for accurate CRM maintenance and reporting of the pipeline and account relationship information for market and account leadership resulting in more informed decisions relating to revenue and relationships.
• Drove account management activities for client accounts including managing all company technologies for the account, sales strategy, execution of account plans, and maintenance of the account client relationship matrix.
• Conducted client analysis, including reviews of financial information, press releases, quarterly and annual reports to strategically identify potential opportunities. Regularly communicated ideas to relevant client.
• Ran regular team meetings to ensure account performance and opportunities resulting in account growth.
• Managed accountability of team actions to ensure client follow-ups take place, and co-developed next steps with team.

• Implemented, maintained, and enhanced CRM systems resulting in improved sales operations for education company client resulting in significantly improved information and analysis.
• Led sales strategy and RFP writing efforts, and created RFP library for Education Company, combined with better and more strategic use of CRM system – Salesforce.com, resulting in improved strategic interactions with.
• Created sales operations and strategy plan, financial and strategic plans, operations analysis, competitor intelligence analysis, marketing plan, identified growth areas based on research and analysis of market trends.
• Managed the creation of the business plan including sales strategy, operations, financial analysis, long term growth strategies, and marketing for fantasy football company.
• Led market research utilizing primary methodologies such as interviews, and secondary methodologies such as 3rd party research studies for entrepreneurial opportunities including a pet products and services start-up.
• Created sales and marketing materials in addition to coaching clients for their “elevator speech,” resulting in clients’ development of new business relationships and sales.

• Led the development of strategic and financial plans, and identified high opportunity areas based on research and analysis of market trends within clients’ industries and competitor intelligence analysis. The results.
• Directed the consulting team for international financial services client resulting in process improvements, positive organizational change and increased innovative business results. o As the team leader, structured the.
• Created financial analysis and competitor and industry intelligence reports for business-to-business client for M&A and other investment due diligence.
• Authored strategy presentations and white papers for telecommunications client to inspire better corporate strategy, brand management and public relations. Resulted in a number of actionable solutions to current and.
• Managed extensive market research project for large government agency utilizing primary and secondary research methodologies. Researched and analyzed the perception and effectiveness of the agency and utilized the.
• Served as project leader for marketing and communications effort for national security government research agency in order to help the client inspire collaboration, find the best research partners and determine how to.

• Responsible for maintaining and improving the information in the company CRM system for the sales and marketing teams. Worked with teams in all 26 offices in the US to improve the accuracy and quality of the.
• Led a detailed end-to-end sales strategy and win-loss analysis, identifying key areas of the sales process that needed improvement as well as areas of strength to build upon. The project included quantitative and.
• Leader in business development and sales operations including researching and analyzing company and industry pricing/fee strategies, writing RFPs, marketing materials and presentations.
• Supervised the sales and marketing department’s financial budget including metrics and variance analysis, in addition to leading and coordinating all 26 US offices. Streamlined and improved the process and financial.
• Managed the creation of the corporate strategic plan, including an in-depth analysis of the company’s strengths, weaknesses, competitors and overall industry and future trends.
• Created competitor intelligence presentation for senior management. Researched and analyzed competitors, the industry, and Skanska’s standing in each market, resulting in improved strategic direction for the company.

• Initiated and directed several process improvements for the financial services client, resulting in a more efficient use of employee time and more accurate information reported to management.
• Led and planned consulting engagements, including budgeting, adding creative value through innovative thinking, strategic technology implementations, planning and leading weekly meetings and tracking deadlines.
• Facilitated business development efforts and reached out to existing and new clients resulting in more than $5 million of additional sales to both new and existing clients.

Mba, Marketing And Entrepreneurship

Bs, Accounting