STEPHANIE MIROBALLI
Chicago,IL
Summary
Results-oriented writing professional with a proven track record of preparing concise and accurate technical documents. Known for delivering high-quality work within tight deadlines, excels in collaborating with cross-functional teams to ensure accuracy and clarity of technical content. Organized Senior Marketing Associate with over 20 years of experience in proposal management and 17 years in the financial industry. Trained in leadership and possesses a meticulous eye for process improvement. Innovative problem-solver with an approachable attitude and insightful critical thinking abilities, ready to contribute to the team's success in achieving company goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Marketing Specialist - RFP
William Blair Investment Management, LLC
04.2010 - Current
- Drove increased sales and expanded market share through the coordination of successful product launches
- Achieved greater efficiency in project management and team collaboration by streamlining internal processes
- Led continuous improvement initiatives by gathering client feedback on proposals for future enhancements
- Created centralized repository of reusable content, optimizing proposal creation process and allowing more time for critical tasks
- Mastered various software platforms like Salesforce and SharePoint for efficient document management throughout the proposal lifecycle
- Mentored junior writers on best practices, improving overall team performance and individual skill sets in proposal writing
- Led strategic brainstorming sessions that resulted in innovative solutions being incorporated into winning proposals
- Optimized templates and standardized processes to streamline workflow, increase productivity, and enhance quality of final deliverables
- Championed company-wide training initiatives that educated employees on proposal best practices, enhancing organizational knowledge and skills
- Evaluated complex RFP requirements to develop tailored responses that addressed client needs while highlighting company strengths and capabilities
- Provided exceptional customer service to internal and external stakeholders, fostering a collaborative environment conducive to successful proposal development
- Consistently met or exceeded performance metrics by successfully managing multiple high-priority projects under tight deadlines.
RFP Writer
Ennis, Knupp & Associates, Inc
01.2009 - 01.2010
- Prepared compelling new business proposals and presentations, leading to increased client acquisitions
- Led the assembly of materials for proposals and presentations
- Created RFP response library to streamline proposal process, resulting in 20% reduction in response time
- Managed content for the RFP library
- Researched new business opportunities utilizing the Internet and internal research resources
- Performed statistical analysis on prospect and client data
- Contributed to the firm's communication and marketing materials development and standardization
- Developed client, prospect and manager correspondence
- Assembled and designed client newsletters on a quarterly basis
- Managed and updated marketing and communication materials according to established standards
- Provided logistical support for conferences and speaking engagements
- Assisted in the organization and execution of meetings with internal clients.
Marketing Associate
William Blair Investment Management, LLC
01.2007 - 12.2008
- Successfully handled the company's response to and coordinated project management of multi-million dollar requests for proposals
- Possessed extensive knowledge of the institutional marketplace encompassing public funds, large corporate institutional investors (domestic & non-U.S), high-net-worth individuals, mutual fund clients, and wrap accounts
- Managed and organized a comprehensive database for proposal responses across various product lines, encompassing both domestic and international growth-oriented strategies as well as fixed income offerings
- Established annual assessment protocol for proposal database
- Managed the coordination of response review and revision, working closely with the compliance department to develop an authorized content library
- Played a crucial role in developing strategies to streamline the proposal process, including content building projects and quarterly communication initiatives
- Gained valuable experience collaborating across different areas of the company, collecting data, building relationships with the sales team, and consulting subject matter experts.
Content Manager
Caremark/CVS
01.2005 - 01.2007
- Oversaw the management and review process of multi-million dollar proposal documents
- Built, edited, researched and updated Proposals and Marketing knowledgebase consistently
- Interfaced with internal management, product development areas, and field organization to evaluate and present proposal responses accurately
- Developed corporate standards for proposal development, Marketing writing, and styles while providing updates to the content staff
- Oversaw the construction and maintenance of Caremark's Electronic Participation Information Center
- Ensured the content staff stayed up-to-date on new Caremark product and services
- Ensured timely updates to department contact lists
- Researched and supplied competitive information to support Regional Sales Managers and Analyst's in proposal completion
- Contributed to the completion of multi-million dollar proposal documents and provided training to new employees.
Proposal Analyst
Caremark/CVS
01.2003 - 01.2005
- Managed, analyzed and prepared multi-million dollar proposal documents
- Completed proposal documents using Qvidian software in a fast-paced environment, interpreted and reviewed key proposals, and formatted and prepared response documents
- Collaborated with internal management, sales organization, and finance to strategize, evaluate, verify pricing documents and create responsive proposal documents.
Education
B.S. Social Work -
Bradley University
Peoria, IL12.2002
Licensed Professional - Cosmotology -
Douglas J. Aveda Institute
Chicago, IL08.2014
Skills
- Proficient in Qvidian, Microsoft Word, Microsoft Power Point, Microsoft Excel, Microsoft 365 and Adobe
- Problem-solving abilities
- Process Improvement Innovator
- Strategic Thinking
- Deadline Management
- Exceptional Writing
- Cross-Functional Teamwork
- Content organization
- Compliance Monitoring
- Teamwork and Collaboration
- Proposal Development
Certification
Claritas Investment Certificate, CFA Society (Chicago), 2017
Affiliations
- Professional, Professional Association for Investment Communications Resources (PAICR), William Blair & Company L.L.C.
- Personal, Mental Health America of Illinois' Junior Board
Timeline
Senior Marketing Specialist - RFP
William Blair Investment Management, LLC
04.2010 - Current
RFP Writer
Ennis, Knupp & Associates, Inc
01.2009 - 01.2010
Marketing Associate
William Blair Investment Management, LLC
01.2007 - 12.2008
Content Manager
Caremark/CVS
01.2005 - 01.2007
Proposal Analyst
Caremark/CVS
01.2003 - 01.2005
B.S. Social Work -
Bradley University
Licensed Professional - Cosmotology -
Douglas J. Aveda Institute
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