Katherine Morse
Punta Gorda,FL
Summary
Highly accomplished professional with extensive experience managing end-to-end proposals, RFPs, and security questionnaires. Possesses wide-ranging experience in database management, including leveraging RFP/Proposal, security, and contract lifecycle management databases and content repositories. Proven ability to serve as a Subject Matter Expert (SME) for critical business databases, encompassing RFP/Proposals, security, pricing, and contract information, ensuring data accuracy, integrity, and compliance. Adept at leading cross-functional teams, including managing multiple international and domestic staff; developing and maintaining content; managing contracts (reviewing, redlining, and generating legal documents); and implementing efficient workflows. Expertise in evaluating information needs, ensuring regulatory and legal compliance, and supporting Sales and Legal departments with accurate and relevant data and documentation.
Managerial professional with proven record of streamlining processes and leading high-performing teams. Known for strong analytical skills and commitment to achieving results. Teams rely on collaborative leadership and adaptability to changing needs.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
22
22
years of professional experience
Work History
Proposal/Deal Desk/VSD Manager
Aidoc, Inc.
01.2022 - 01.2024
- Company Overview: (Healthcare AI)
- Oversaw the central RFP/Proposal/Vendor Security Document (VSD) process, including end-to-end management and multiple repositories, ensuring efficient access and management of critical content and data.
- Led the end-to-end management of the pre-sales RFP/Proposal/Vendor Security Document (VSD) response process, including submittal documents, contract review and redlining, and the production of Order Forms, SOWs, and MSA agreements.
- Led the implementation and optimization of automated tools (e.g., Qvidian, Vendict, SPIFF, DealHub) to streamline workflow for RFP/Proposal responses and security documentation; managed a contracts database for executed agreements.
- Collaborated with cross-functional, international teams to ensure accurate and timely communication of product offerings and customer requirements through well-managed content and legally sound agreements.
- Provided training and guidance to sales staff, ensuring understanding and usage of the Deal Desk (proposals/RFPs/Order Forms/Legal documents/security documents/CPQ).
- (Healthcare AI)
Proposal Manager, Principal
Infor, Inc.
01.2019 - 01.2022
- Company Overview: (Healthcare/ERP)
- Managed the content library and automation solution updates for the Healthcare vertical, ensuring compliant and accurate proposal development.
- Coordinated and reviewed input from diverse stakeholders, managing the proposal process from initiation to submission, with a focus on content accuracy and consistency.
- Managed security questionnaires, ensuring accurate completion of all compliance-related data and documents within relevant systems (e.g., SharePoint).
- (Healthcare/ERP)
Proposal/Program Manager
Sunquest Information Systems
01.2018 - 01.2019
- Company Overview: (Lab Systems Software)
- Evaluated new opportunities and ensured accurate proposal and security documentation, maintaining data integrity and compliance across all Sunquest products.
- Trained and mentored new proposal staff on effective proposal management and content development practices.
- (Lab Systems Software)
Sales Operations Programs Manager/Manager of Proposal Development
Stream Global Services
01.2015 - 01.2018
- Company Overview: (BPO/Outsourcing)
- Managed the Proposal Center, overseeing domestic and international teams and serving as the liaison between Sales Operations and IT for data and system-related needs.
- Managed an international team of Proposal Managers (3 direct-report staff).
- Tracked key sales opportunities and performance metrics, maintaining the knowledge base (Qvidian) and ensuring alignment with company standards in all proposal-related content.
- (BPO/Outsourcing)
Manager, Proposal Center
Wipro Data Center Services
01.2011 - 01.2015
- Company Overview: (d/b/a Infocrossing, Inc., a Wipro Company)
- Led the development of technically accurate proposal responses for Data Center Services, managing strategic and tactical proposals for global customers.
- Managed the day-to-day operations of the Proposal Center, overseeing cross-functional, internationally based teams and ensuring the implementation of processes and controls related to inter-company agreements and data management.
- Maintained compliance with regulations (SSAE16, PCI, SOX, HIPAA, ISO27001) in all proposal content and data handling.
- Served as SharePoint Administrator to support proposal-related content and data management efforts.
- (d/b/a Infocrossing, Inc., a Wipro Company)
Director, Proposal Development
NantHealth, Inc./iSirona
01.2007 - 01.2015
- Company Overview: (Healthcare Software)
- Directed the proposal development process, ensuring quality and technical accuracy in responses for medical device integration; managed a contracts database for executed agreements.
- Managed cross-functional teams to create and implement effective departmental processes for content creation, review, and approval.
- Evaluated incoming RFPs/RFIs, provided contractual interpretation, and ensured compliance with terms and conditions, while tracking overall proposal performance and offering insights into potential opportunities based on previously submitted proposals.
- Administered Salesforce.com and SharePoint for Sales Support/Sales Departments, providing guidance on proposal issues and contributing to effective data and content management.
- (Healthcare Software)
Director of Proposal Development
Quovadx, Inc.
01.2002 - 01.2007
- Company Overview: (Healthcare Software)
- Directed the Proposal Department in developing technically accurate proposal responses for software products and services, managing content for both domestic and international clients; managed the Proposal Team (3 direct-report staff located in the U.S.).
- Managed day-to-day operations of the Proposal Center, coordinating cross-functional teams and ensuring alignment with company goals by evaluating RFPs/RFIs for solution viability.
- Defined and implemented proposal strategies, directed the resolution of proposal-related issues, and oversaw the development of processes and a knowledge base to ensure completeness, accuracy, and compliance with corporate policies and procedures.
- Provided training and guidance to sales staff, ensuring adherence to legal and contractual requirements (FARs, RFP/RFI terms); achieved a notable 19.4% win rate for integration engine and EMPI technology, exceeding the then-national average of 8%.
- (Healthcare Software)
Education
Certification in Intellectual Property Management -
University of Washington
Certified Employee Benefit Specialist (CEBS) -
Wharton
Certification in Paralegalism -
ITILv3 Certification -
Wipro
Certified Contracts Manager -
U S WEST/QWEST
Skills
- Database Management and Administration
- Content Management and Development
- Contract Management
- Regulatory & Compliance
- Workflow Optimization
- Cross-Functional Collaboration
- Project Management
- Technical Proficiency
- Decision-making
- Time management
- Team leadership
Training Programs
- Basic Contracting
- Advanced Legal Drafting
- Negotiating Contracts
- UCC/Whaley
- The Basics of Telecommunications Networks
- The Basics of Data Communications Networks
- Software, People and Budgets
- Hot Technologies
- Beyond Project Management
- ITILv3 Foundation
- Regulatory compliance including HIPAA/GDPR/ISO27001/SSAE
Software Programs
- Qvidian (Proposal/RFP knowledgebase)
- Vendict (Security)
- Salesforce.com (CRM/CPQ)
- Microsoft Office Suite (Word, PowerPoint, Excel, Access, Project, SharePoint)
- Google Office Suite (Drive, Docs, Sheets)
- Visio
- Salesforce (CRM/CPQ)
- DropBox (Cloud storage)
- Citrix/First Wave (CRM)
- WebEx
- WordPerfect
- Lexis/Nexis legal and general research
- Westlaw legal research
- DealHub (pricing software)
- SPIFF (sales commission software)
Qualifications Summary
Highly accomplished professional with extensive experience managing end-to-end proposals, RFPs, and security questionnaires. Possesses wide-ranging experience in database management, including leveraging RFP/Proposal, security, and contract lifecycle management databases and content repositories. Proven ability to serve as a Subject Matter Expert (SME) for critical business databases, encompassing RFP/Proposals, security, pricing, and contract information, ensuring data accuracy, integrity, and compliance. Adept at leading cross-functional teams, including managing multiple international and domestic staff; developing and maintaining content; managing contracts (reviewing, redlining, and generating legal documents); and implementing efficient workflows. Expertise in evaluating information needs, ensuring regulatory and legal compliance, and supporting Sales and Legal departments with accurate and relevant data and documentation.
Timeline
Proposal/Deal Desk/VSD Manager
Aidoc, Inc.
01.2022 - 01.2024
Proposal Manager, Principal
Infor, Inc.
01.2019 - 01.2022
Proposal/Program Manager
Sunquest Information Systems
01.2018 - 01.2019
Sales Operations Programs Manager/Manager of Proposal Development
Stream Global Services
01.2015 - 01.2018
Manager, Proposal Center
Wipro Data Center Services
01.2011 - 01.2015
Director, Proposal Development
NantHealth, Inc./iSirona
01.2007 - 01.2015
Director of Proposal Development
Quovadx, Inc.
01.2002 - 01.2007
Certified Employee Benefit Specialist (CEBS) -
Wharton
Certification in Paralegalism -
ITILv3 Certification -
Wipro
Certified Contracts Manager -
U S WEST/QWEST
Certification in Intellectual Property Management -
University of Washington
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