SUMMARY

• Experienced, results - driven, self-starter offering strong analytical, organizational, and management skills. Strategic thinker who works well as a part of a team and/or independently to achieve timely and accurate accomplishment of organizational objectives.

AREAS OF EXPERTISE

• Bid and Proposal Process Development
• Win Theme Development
• Proposal Writing, Editing, Coordination, Review, and Management
• Enterprise Pricing Experience
• Local, State, Federal, and Commercial Bid Experience
• Global Cross Functional Team Collaboration and Management
• Automated Proposal Systems
• Price and Cost Analysis

PROFESSIONAL EXPERIENCE

Confidential, San Francisco, CA

Deal Desk Lead

Responsibilities:

• Measured regional and global targets on Confidential license discounts for on premise and cloud sales opportunities
• Formulated and executed a discount rating system for deals dat required executive level review
• Collaborated with multiple organizations to validate license and service discounts
• Conferred with Global Sales Vice President and Chief Financial Officer to advise of Deal Desk license discount recommendations when teh Deal Approval Process level of approval required Executive review
• Authored and edited Deal Approval Policy (DAP) for new Deal Qualification business processes
• Collaborated with global team members and IT to define database requirements for historical license discount data to develop new historical analysis and KPI tools

Confidential, Plano, TX

Deals Desk Team Lead/Bid Manager

Responsibilities:

• Owned and implemented global pricing and licensing strategy
• Worked with internal organizations and third party vendors to aggregate project costs
• Interpreted cost data to create pricing for bids and proposals
• Produced pricing models to accurately measure margins and profitability of teh products and services offered in bids and proposals
• Created and maintained pricing models for use in quotes for sales transactions, new products and services, and recurring revenue sales models
• Conducted bid reviews and pricing reviews with Executive and mid-level management advising of teh financial impact of bid margins, cash flows, working capital, and profitability for sales opportunities
• Recruited and managed Presales Engineers, Project Managers, Service Managers, Product Managers, Support and other Subject Matter Experts (SMEs), assigning and coordinating teh activities of these resources, as needed, to complete all company proposals/quotations
• Collaborated with legal resources in analyzing teh commercial impact of bid terms and conditions
• Maintained noledge of multiple product lines
• Compiled historical and current costing records to incorporate teh data into pricing models to accurately measure margins and profitability of teh Company’s products and services
• Maintained Saleforce.com bid records and generated forecast reports
• Analyzed and researched technical and business requirements of customer solicitations and developed internal response plans and schedules for meeting customer proposal/quotation requirements
• Routinely managed 5-10 bid/proposal projects simultaneously

Confidential, Dallas, TX

Market Research Analyst

Responsibilities:

• Researched and updated third party analyst and competitive information
• Aggregated marketing collateral for sales
• Maintained resource and contact databases
• Developed and implemented methods and procedures for monitoring research findings
• Managed teh Sales Operations Support (SOS) phone hotline and email request database
• Compiled statistical data associated with SOS requests to create monthly progress reports for Senior Management
• Developed and presented presentations to orientate and educate all new hires on teh Market Research Analyst’s roles and responsibilities within teh corporation

Confidential, Addison, TX

Proposal Center Database Administrator

Responsibilities:

• Built and administered product specific databases using Pragmatech RFP Machine software
• Assumed role of Proposal Center Lead during Manager’s absence
• Recruited Proposal Coordinators and administrative support for employment opportunities in teh Proposal Center
• Developed proposal strategies and responses for multi-million dollar sales opportunities for state and county election authorities including Genesee County, Michigan and teh State of Michigan
• Contributed product and proposal development noledge to assist Proposal Coordinators in writing and publishing more TEMPthan 20 proposals per year
• Contributed Proposal Center process and procedure noledge to assist department manager with teh development and growth of all Proposal Center associates
• Assumed role of Team Lead for Corporate Identity Development sub-committee to establish corporate identity
• Provided on-site technical and administrative support for teh iVotronic, Model 100, Model 150, Model 650 systems and Unity software modules for United States voting systems customers

Confidential, Dallas, TX

Customer Management Knowledge Manager

Responsibilities:

• Maximized teh usability and usefulness of Customer Management resources, information, and products for internal and external user groups
• Developed, created and participated in teh delivery of Customer Management solution presentations to clients, alliance partners, and associates
• Synthesized large volumes of information into strong sales messages in one week timeframes
• Planned and facilitated departmental and corporate strategic messaging meetings and conference calls
• Created and maintained strategic messaging presentations for teh Customer Management organization
• Designed and developed Customer Management and Service Department training programs for Product and Solution Sales Consultants and Corporate Partners
• Created and maintained education and training modules, presentations, and related course materials for i2 University (i2U)
• Coordinated with Business Development and Marketing associates to create and maintain sales collateral to support teh Product and Solution Sales Consultants
• Collaborated with Account Managers and Solution Sales Consultants to win numerous multi-million dollar Customer Management accounts including Sun Microsystems, Caterpillar, and John Deere
• Aggregated, analyzed, developed noledge repositories, and disseminated competitive industry information
• Co-managed document management system software vendor selection process