Managed a team of two U.S. based and three offshore writers (in Pakistan and Manilla) to strategically position and deliver RFPs, Due Diligence Questionnaires and custom client presentations to U.S., EMEA and APAC clients and prospects. Team generated approximately $25MM in ACV year to date (as of September 2018).• Created a content library for every marketed product and procured organizational information from various departments. Library creation reduced the RFP completion time by ~25% and increased efficiency, allowing for strategic positioning of the RFP with stakeholders.• Oversaw the certification of organizational content by various groups like Information Technology, Corporate Security, Human Resources, Compliance and Legal on a semi-annual or annual basis.• Revamped the RFP process to include formal vetting procedures and business review sign-offs. Created an intake form to document sales rationale, history with the client and percentage of win/loss statistics. • Continuously evaluated team output quality, mentored junior professionals, and provided coaching and career development opportunities.

Regularly called upon by the Commercial Organization to take on projects to solve problems of error and efficiency in client data and collateral. • Worked with cross-functional teams including Sales, Legal, Marketing, Contracts and the SalesForce group to automate the contract process for new and existing sales. • Received three Bronze Recognition awards from colleagues for outstanding work on this project.• Attained Six Sigma Green Belt Certification in 2012 after completing a year-long project to streamline and automate Intel on the organization’s 25 largest clients. Conducted gap analysis and analyzed clients strategically and efficiently, allowing sales teams to evaluate clients holistically and offer customized solutions. • Received the Golden Ace Award for project completion; the highest level of recognition by the organization.

Created role while working with Marketing to edit and review presentations for events and webinars and discovered the need for a project manager to organize and coordinate events. Managed all stages of the event life cycle working with Head Marketers, Vendor team, Design team, and Compliance, to manage and coordinate event related activities, ensuring adherence to deadlines and budgets. • Created event communication plans for internal stakeholders to ensure consistent messaging. Coached and worked with speakers and panelists. Served as onsite manager for events working with teams to manage all presentation and speaker timing. • Solely managed two of S&P Global Market Intelligence’s largest conferences per year and approximately 50 global webinars per year. • Developed and implemented new pitchbook design for conferences and webinars, to unify the look and feel for all S&P Global affiliated companies. Design was later adopted on a corporate level with the next company re-design.

Managed the RFP Machine Database, updated and maintained strategy specific content, worked with Compliance to ensure proper disclosures and performed annual assessments with appropriate SMEs to certify content integrity. • Worked on Firm’s high level and complex RFPs and managed approximately 50 client relationships through monthly and quarterly client updated and client specific questionnaires.

Managed and career coached a team of five RFP specialists covering various equity, fixed income and alternative strategies. Aided in frequent promotions of RFP writers to various departments within the firm as product specialist and junior analysts.• Streamlined the RFP process and implemented new processes to eliminate errors and increase efficiency and accuracy. Created off the shelf sample RFPs and one page profiles for Jennison’s marketable products.• Revamped the main RFP knowledge database by collaborating with product specialists and portfolio managers to construct an efficient and user-friendly tool. Redesigned RFP template, which led to a firm-wide collateral redesign. • Devised and implemented a marketing manual, which included systematic RFP processes for various distribution channels and vehicles.

Spearheaded the RFP Proposal Automation project for the Head of Global Institutional Marketing, used by marketing and sales teams in New York, London, Hong Kong, Singapore, Japan and Australia.• Worked on ancillary projects for automation, met with various vendors, and worked with finance and the Global head of Marketing to determine budgeting, specifications and timelines for each phase of the project, which was then carried out independently.• Created a master template for each product supported by Citigroup Asset Management, inputted, edited and liaised with product managers and Compliance teams worldwide to ensure accuracy.• Trained investment professionals in London, Hong Kong, Singapore, Japan and Australia on the Proposal Automation Suite.

Managed and motivated a team of five Product Specialists for U.S. and Global Institutional Marketing Support.• Supervised, disseminated, and edited all marketing materials for consistency and accuracy. • Team responded to an average of 8-10 RFPs per week, 8-10 Finals and Prospect Presentations per week.• Collaborated with portfolio managers and investment management teams to develop new marketing materials, such as Fact Cards, thought leadership write-ups as well as enhanced current materials.• Worked closely with Compliance professionals to ensure the integrity of materials and the inclusion of proper legal disclosures in all marketing materials.

Recruited to return to the Firm by Partner/Director of the Institutional Marketing Group to manage the Marketing Support team and to build out the Firm’s Institutional Client Service efforts.• Managed client servicing activities for institutional separate accounts, serving as the main contact for all client inquiries; worked with new clients to developed customized client reporting.• Created a monthly and quarterly template for new and existing clients to keep them abreast of their account.• Managed the custom presentation process for clients/prospects and internal company meeting.• Streamlined quarterly information gathering process; created, populated, and maintained the product library, which served as the main source of marketing information.• Responsible for the accuracy and quality of all outgoing marketing materials such as RFPs, consultants updates, new business presentations and quarterly product profiles.

• Responded to an average of 3-4 RFPs per week, specialized in domestic and international equity products. Maintained over 25 consultant relationships through monthly and quarterly updates.• Designed and implemented an investment professional tracking system for global use.

Promoted to Marketing Associate within three months from Administrative Assistant position. Responded to RFPs and consultant questionnaires. Analyzed and calculated Firm composites and individual institutional separate account performance.