Devan Boman

Advanced level Proposal Manager in the Contract Research Organization (CRO), enhancing autonomy as a mentor and individual contributor. Pursuing SalesForce Certification while actively engaging in intermediate SalesForce development to enhance processes for the Proposal and Sales Team.

• Reviewed and edited proposal drafts for accuracy, consistency, grammar, punctuation, formatting.
• Ensured that all relevant information is included in the final version of the proposal before submission.
• Researched and analyzed customer requirements to ensure proposals are tailored to meet their needs.
• Organized and facilitated meetings with cross-functional teams working on the same proposal.
• Provided assistance in responding to post-submission inquiries or clarifications from customers.
• Maintained an organized filing system of current and past proposals as well as related documents.
• Analyzed competitor's proposal prices and developed strategies to differentiate our company from others.
• Provided guidance on best practices for writing persuasive responses to customer requirements or questions.
• Assisted in developing pricing strategies and preparing cost estimates for proposed projects.
• Collaborated with subject matter experts to develop compelling content that meets customer needs.
• Coordinated with technical staff to develop detailed technical solutions in response to customer requests.
• Developed proposal outlines, coordinated with internal stakeholders and managed the proposal response process.
• Resolved client issues quickly and efficiently while demonstrating a professional demeanor.
• Managed incoming emails from customers as well as other departments within the organization.
• Provided exceptional customer service to clients, responding promptly and accurately to inquiries.
• Developed and maintained Salesforce security, including user roles, profiles, sharing rules, and assignment rules.
• Conducted training sessions for end users on the usage of Salesforce application features.
• Created reports and dashboards in Salesforce to meet business requirements.
• Customized sales process flows using Process Builder and Flow Builder based on user needs.
• Identified opportunities for process improvements related to client services activities.
• Configured custom objects, fields, formulas, page layouts, record types, validation rules and workflow rules.
• Created templates which can be used by other members of the team for future proposals.
• Demonstrated strong organizational skills while managing multiple projects simultaneously.

I independently performed activities related to project management process by coordinating activities for routine studies in compliance with appropriate protocol, Standard Operating Procedures (SOPs) and regulatory agency guidelines, in a timely, efficient, and quality manner.

• Adhered to standards in all areas, including data collection, research protocols and regulatory reporting.
• Collaborated with sponsors and investigators to carry out efficient and fully compliant research trials.
• Kept patient care protocols and clinical trial operations in compliance.
• Organized, analyzed and modeled study data and reported results.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Prioritized and organized tasks to efficiently accomplish service goals.
• Juggled multiple projects and tasks to ensure high quality and timely delivery.
• Demonstrated self-reliance by meeting and exceeding workflow needs.
• Demonstrated leadership by making improvements to work processes and helping to train others.
• Drafted and formatted reports in alignment with data quality requirements.
• Created and maintained all required databases, spreadsheets and tracking mechanisms.
• Proofread and edited work for grammar, style and accuracy.

I performed a variety of Sample Management and Archive Responsibilities in compliance with appropriate SOPs, Good Laboratory Practice, Good Clinical Practice, and Good Manufacturing Practice in support of various Business Unit Operations. I ensured that service to both internal and external customers was provided in a timely manner or as agreed upon in Service Level Agreements.

• Oversaw disposal of products, materials and equipment not in compliance with tolerances, safety standards or quality levels.
• Inspected, tested and measured materials for conformance to specifications and regulatory requirements.
• Identified production concerns and worked with supervisors to understand and remedy situations.

• Developed forward-thinking solutions to expected technical issues.
• Checked equipment and components for defects through proactive testing.
• Troubleshot and resolved problems with programs and systems.
• Troubleshot malfunctions with systems and programs to pinpoint root cause of issues and restore.
• Offered technical helpdesk support to coworkers on printers, PCs, laptops and mobile devices.

• Resolved billing issues by applying knowledge and completing in-depth research.
• Developed improved standard operating procedures to increase billing accuracy and cash flow.
• Managed billing calendar and scheduled claims for payments.
• Helped customers to bring accounts into good standing by implementing payment plans.
• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Established budgets and strategic business plans for daily operations.