Results-oriented writing professional with experience preparing concise and accurate technical documents. Expert at delivering high-quality work within tight deadlines. Talented individual who collaborates with cross-functional teams for accuracy and clarity of technical content.
- Developed and managed the end-to-end proposal process for Financial Crime software solutions, including RFP (Request for Proposal), RFI (Request for Information), and Due Diligence Questionnaires.
- Served as the primary point of contact for client inquiries, clarification requests, and follow-up communications related to proposals and due diligence questionnaires.
- Collaborated with cross-functional teams, including Sales, Product Development, Legal, and Compliance, to gather information and insights necessary for creating compelling proposals and to deliver audit information.
- Analyzed and interpreted customer requirements, business objectives, and competitive landscapes to tailor proposals that address client needs and differentiate our Financial Crime software offerings.
- Coordinated proposal kickoff meetings, strategy sessions, and reviews with internal teams to ensure alignment on proposal objectives, themes, and messaging.
- Wrote and edited proposal content, executive summaries, value propositions, and solution overviews, in a clear, concise, and persuasive manner.
- Managed the RFPIO database for the entire company ensuring the currency and effectiveness of responses
- Managed multiple proposal projects simultaneously, adhering to tight deadlines and ensuring the quality, accuracy, and compliance of proposal submissions.
- Facilitated investor meetings and actively observed the CEO, Dean Julia, and CFO, Sean McDonnell, during the NASDAQ uplisting application process.
- Acquired proficiency in utilizing Mobiquity Technologies' mobile marketing platform to execute marketing orders efficiently.