Daniel Roehrig
Ann Arbor
Summary
Accomplished and self-motivated communications and deal desk professional with a proven track record at Merative and IBM. Expert in proposal development and cross-functional team leadership, demonstrated through significant process improvements and stakeholder collaboration. Skilled in Microsoft Word and Excel, with a strong focus on achieving business goals through effective communication and problem-solving.
Overview
16
16
years of professional experience
Work History
Manager, Deal Desk
Merative
07.2022 - Current
- Manage and cultivate a high-functioning, engaged deal desk team that works with both speed and accuracy and meets performance goals
- Manage and triage a queue of requests from the sales team in support of business opportunities for assignment to appropriate deal desk team members
- Liaise with stakeholders from the sales, product, legal, finance, and operations organizations to identify and implement best practices for building pricing and client proposals and contract documents and obtaining necessary internal approvals per internal business controls
- Troubleshoot deal desk pain points and raise concerns with finance and operations leadership to suggest and develop process improvements
- Maintain clear and open channels of communication to ensure alignment across the business to manage competing priorities and relationships with internal stakeholders
- Interview, hire, and train team members on internal policies and procedures and use of internal tools and systems for end-to-end management of all required approvals
- Help develop and maintain proposal and contract templates for client-facing documents
- Participate in client calls in support of the sales organization as requested
Senior Solution Manager
International Business Machines Corporation
04.2017 - 06.2022
- Worked closely with internal and external stakeholders to progress deals through sales cycles
- Analyzed and qualified client needs to assist sales in developing implementation strategies for each product and market segment
- Participated in discovery and scoping of the technical aspects of the solution and documented the overall technical approach for services and products to be delivered
- Provided proposal development and copyediting services for client-facing documents to ensure the scope of services, pricing, and terms and conditions are communicated clearly and in a professional manner, both in language and visual presentation
- Utilized defined tools to advance pricing, proposals, and contracts through the approval process, and provided end-to-end management of all required approvals
- Provided profitability analysis using internal financial tools based on estimated labor costs and pricing as inputs
- Managed tracking of the end-to-end process with visibility to internal stakeholders
- Owned documentation, storage, and internal publication of deal artifacts and opportunity tracking, including contract drafts and pricing files
Manager of Warehouse and Transportation
Food Gatherers
07.2008 - 03.2017
- Hired, trained, and supervised a team of 13 staff members
- Collaborated and problem-solved with other department managers
- Cultivated relationships with and provided outstanding customer service to stakeholders
- Upheld the standards and reputation of the organization with staff and volunteers as well as agency and donor representatives
- Managed inventory control of perishable and non-perishable foods, including daily oversight of storage and distribution
- Managed and dispatched a schedule in excess of 200 monthly routes comprised of over 100 unique locations county-wide
- Supported facility and vehicle maintenance (29,000 sq. ft warehouse with frozen and refrigerated storage, 7 vehicle fleet)
Education
Bachelor of Science - Public Law And Government
Eastern Michigan University
Ypsilanti, MI04-2008
Skills
- Proposal and contract development, including templates
- Proficiency in Microsoft Word and Excel
- Strong verbal and written communication skills
- Familiarity with real-world healthcare data products and research and analytics practices
- Collaborative and independent problem solving abilities
Organizational and tim
- Cross-functional team management
- Familiarity with both Windows and Mac OS
Timeline
Manager, Deal Desk
Merative
07.2022 - Current
Senior Solution Manager
International Business Machines Corporation
04.2017 - 06.2022
Manager of Warehouse and Transportation
Food Gatherers
07.2008 - 03.2017
Bachelor of Science - Public Law And Government
Eastern Michigan University
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