Led proposal development activities for CLEAResult's energy efficiency program teams. In 2014 achieved 73% win rate for new business. Coordinated across various business units and regions to ensure the appropriate resource allocation and strategic positioning for our DSM program offerings. Worked collaboratively with service team experts to identify industry and product trends and to customize solutions for proposals. Developed strategic messaging and themes that positively positioned products and services. Successfully managed a remote team of six proposal analysts; three virtual, home-based writers; and one coordinator. Facilitated business and proposal development integration activities for more than six acquisitions to align best practices for this team's activities.

Led proposal development activities for WellPoint’s health and wellness products (health plan subsidiaries and the independent HMC brand). Collaborated with sales vice presidents, account executives, finance and operations’ experts, marketing, and executives to ensure the appropriate resource allocation and strategic positioning for health and wellness products. Worked collaboratively with product development experts to identify industry and product trends and to customize solutions for proposals. Developed strategic messaging and themes that positively positioned products and services. Successfully managed a remote team of 1 manager and 5 proposal analysts based in California; 5 virtual, home-based writers; and one production team member in Richmond.•Achieved 75% finalist ratio within first 6 months and eventually increased this to 86% in 2008 and 2009.•Contributed $76 million to corporate revenue through new business sales for HMC business.•Established and formalized proposal development infrastructure to support a successful, national product re-launch for HMC.•Participated on enterprise-wide team to roll-out health and wellness services across all WellPoint healthplans.•Partnered with commercial marketing team to overhaul business processes to achieve enhanced integration across all products. •Supported product development initiatives for worksite wellness and disability management services. •Analyzed and reported demand for health and wellness product lines within RFPs.•Exceeded WellPoint manager effectiveness best in class ranking as measured through the annual associate satisfaction survey.

Specialized in the Lumenos consumer-driven healthcare plan (CDHP). Worked across all WellPoint health plans to effectively incorporate CDHP products into sales efforts. Supervised 3 remote-based proposal development analysts, writing consultants, and one production team member. Worked collaboratively with sales and account executive team members to ensure appropriate resource allocation and strategic positioning. Developed core CDHP marketing messages for incorporation into proposals and ensured CDHP programs were appropriately priced. Worked collaboratively across Anthem and Lumenos sales and marketing teams to develop an integrated proposal development process during merger activities.

Launched proposal development activities for a venture-funded consumer-driven healthcare start-up. Reported directly to the chief operating officer. Responsible for the entire proposal lifecycle from RFP release through final award. Worked collaboratively with sales to allocate operations resources and establish strategic themes and values for messaging within proposals and sales materials. •Contributed to successful launch of CDHP product building client base from 0 to more than 100 in two years and revenue exceeding $90 million.•Developed comprehensive proposal activity tracking reports for executives.•Supervised 4 remote-based senior level writers, writer consultants, and 1 production assistant with minimal turnover.•Negotiated and contracted with consultants to handle any proposal overflow activities. •Used RFP requirements to identify areas requiring additional product development and refinement. •Analyzed competitor proposals and sales materials to identify areas requiring additional product development and refinement.

Extensive product and program development to support large, state-wide Medicaid programs and child welfare systems. Worked collaboratively with sales executives and state/local lobbyists throughout the sales cycle (pre-RFP, RFP, through close) to target markets, identify and cultivate partnerships, and establish winning strategies. Ensured the appropriate allocation of resources and availability of team members to support the sales process. Ensured compliance with RFP specifications, state and federal legislation. Developed senior and executive level briefings regarding product offerings and recommendations. Negotiated and formal partnership agreements with vendors to ensure a speed to market solution and local, best in class approach. Established product pricing strategies in coordination with underwriting, sales, and executives. •Coordinated program and product development efforts across 30 partnership groups.•Developed new, integrated product to ensure children in foster care or receiving adoption subsidies received a full continuum of health services. •Developed statement of capabilities paper summarizing program model design for state legislators.•Served as development lead that retained $44 million in corporate revenue.•Managed corporate initiative to achieve $26 million in run rate savings.•Developed product development plan to establish future development priorities. •Developed comprehensive legislative summary identifying pending regulatory and legislation initiatives that could adversely impact operations.•Led initiative to re-launch the EAP product and implemented a migration strategy for current clients.•Participated in proposal / sales activities leading to $239 million in corporate revenue.•Implemented sophisticated proposal management database and tracking system in collaboration with the proposal development team.•Maintained competitor library and assimilated findings into meaningful and relevant reports.

Led all proposal development activities from release of RFP through contract award for commercial, Medicaid, and federal opportunities. Worked with sales to establish and incorporate strategic themes throughout the proposal and to develop a positive product position. Oversaw complex proposal development teams requiring extensive product and program development, coordinating these activities among supporting proposal writers, operations and finance experts, partners, and marketing. Led proposal efforts resulting in more than $300 million in corporate revenue for public sector Medicaid opportunities and TriCare Region 1.

Developed instructional materials for the Army.