At Craft Proposals, our unwavering passion for creating exceptional B2B sales proposals drives us to deliver winning solutions that foster business growth for our clients. With over a decade of experience delivering 500+ proposals, we specialize in serving electric, gas, and water/wastewater utilities. Our expertise spans a wide range of professional services and software solutions, including digital customer engagement, program implementation, data aggregation, energy engineering, utility billing, project financing, and more.

At Craft Partners Collective, we champion business acceleration, operational efficiency, and sustainable growth. With a diverse team of experts, we navigate the complexities of today’s business landscape. Drawing from extensive expertise, we offer tailored solutions across marketing, sales, and operations, ensuring our clients unlock their full potential. Trust in our experience, integrity, and innovative strategies to drive your organization forward.

Held progressively challenging roles to support Business Development and Sales for leading energy management consulting and implementation firm in North America. Key leader in establishing the foundation for effective sales support tools and procedures as the company grew from 250 employees to 2,000+ in less than 5 years.· Lead development of proposals and other sales deliverables for multi-million dollar opportunities· Oversee resourcing of sales support activities among team of 10+ staff· Manage team of proposal and business analysts, providing mentorship and professional development· Train teams across the company on sales support procedures and tools· Built the operational infrastructure that is used to develop proposals companywide· Developed many internal tools and procedures used as best practices in sales support

Managed the development and execution of large, complex proposals and led the creation of multiple tools and documents that served as the operational foundation for the Proposal Development team.•Led proposal development on complex, strategic opportunities often involving 20-30 documents and individuals, which provided a central point of contact for the individuals involved and comprehensive, integrated responses in the final product.•Developed and maintained comprehensive, cross-functional proposal content database, which provided Proposal Development Analysts with accurate information about products/processes in a centralized location and enabled efficient tracking and reporting of all proposals.•Created processes to effectively control and maintain information into and out of content database, collaborating with departments firm-wide (e.g., Product Development, Operations).•Created Proposal Development training manual, Subject Matter Expert list and Standard Operating Procedures that documented all department processes/resources, established clear role expectations, and reduced variance in the development of proposals.•Developed process to share proposal content in a controlled manner with other proposal teams around the company, which met the teams’ need for basic product information while also maintaining ownership of the content.

Managed the development and execution of complex proposals, created documents to support the daily functions of the Sales Support Unit and participated in multiple Sales projects.•Led proposal development on complex, strategic opportunities often involving 20-30 documents and individuals, which provided a central point of contact for the individuals involved and comprehensive, integrated responses in the final product.•Collaborated with Sales on multiple projects, which leveraged the Sales Support Unit’s experience and contributed to the overall sales strategy and process.•Created centralized Sales Support Unit mailbox, which provided an efficient means of communication with Associates firm-wide.•Developed Standard Operating Procedures for Sales Support Unit, which documented all processes, established clear role expectations and reduced variance in the development of proposals.•Redesigned Sales Support Unit training manual, which provided the foundation for the team’s training program.

Managed ERISA Claims and Appeals administration for eight clients; maintained overall relationship with client and internal account team; regularly presented reports and Infoshares to clients; established and managed team goals; performed quality assurance reviews; developed organized database that housed team reference materials; and facilitated training for new hires as well as customer service and recordkeeping teams firm-wide.