Lindsey Bergman
San Diego,CA
Overview
7
7
years of professional experience
Work History
Proposal Manager
SOLV Energy
03.2021 - Current
- Analyze client RFPs to identify key requirements, enabling tailored responses that addressed specific needs
- Integrate and work directly with executive team, department leaders, and business development representatives to establish successful execution of projects
- Manage workflow between staff, coordinating documents and creative material distribution
- Established a centralized repository for storing proposal documentation, simplifying access and version control.
- Created and maintain internal company SharePoint site and external company website
- Develop detailed company documents and user guides
- Conduct status meetings to ensure target dates are on schedule and adjust accordingly
- Oversee and train new team members
Proposal & Sales Operations Specialist
Integro
04.2019 - 03.2021
- Respond to all inbound requests: proposals, questionnaires, onboarding requests, etc.
- Identify gaps in processes and work creatively and timely to resolve
- Track records, file documents and maintain communication between clients to manage office activities
- Assist Sales Team with document formatting, presentations and event coordination to include regularly scheduled department meetings
- Nurture and build relationships with clients, vendors, and other industry contacts to craft and implement creative and logistical aspects of all events
- Optimize customer experience by delivering superior services and effectively troubleshooting issues
- Complete monthly sales reports to highlight trends and help with team strategizing
- Handle confidential and sensitive information with discretion and tact
Sales Operations Analyst
IBG Wines
10.2018 - 04.2019
- Develop and monitor sales performance indicators
- Prepare PowerPoint presentations for senior-level staff with attention to detail
- Manage sales tracking tools and report on key accounts and markets
- Manage calendars and coordinate travel arrangements and accommodation for senior-level staff to optimize schedules
- Create and distribute agendas for meetings and conference calls as part of meeting preparation
- Monitor and order supplies and materials to keep office well stocked
- Manage sales and marketing budget to ensure company is making data driven decisions
- Manage all distributor and retailer new item forms for sales team
- Build and manage CRM infrastructure for sales team use
Proposal Coordinator
Southwest Foodservice Excellence, LLC
03.2017 - 10.2018
- Ensure integrity and accuracy of all business proposals, maintain required state documentation, and manage all contract and database documentation for company
- Handle confidential and sensitive information with discretion and tact
- Update and maintain confidential databases and records
- Create and update employee resumes, project descriptions, boilerplate, and other proposal items
- Prepare graphics and visuals for proposals as needed (i.e. organizational charts, experience matrices, employee photos, etc
- Manage executive calendars, schedule meetings and appointments and coordinate travel arrangements to optimize time
- Generate reports of findings to help management with making key decisions
Education
Bachelor of Arts - Communication, 2015
Arizona State University
Tempe, AZSkills
- Adobe InDesign, Illustrator, Photoshop, Lightroom, Premiere Pro
- Microsoft Dynamics
- Salesforce
- Loopio
- Lucid
- Relativity
- Pardot
- WordPress
- Squarespace
Timeline
Proposal Manager
SOLV Energy
03.2021 - Current
Proposal & Sales Operations Specialist
Integro
04.2019 - 03.2021
Sales Operations Analyst
IBG Wines
10.2018 - 04.2019
Proposal Coordinator
Southwest Foodservice Excellence, LLC
03.2017 - 10.2018
Bachelor of Arts - Communication, 2015
Arizona State University