POOJA SINGH
Brampton,ON
Summary
- Accomplished proposal professional with 9 years of distinguished career in high-growth organizations
- Proven ability to build business for quick turnaround companies
- Manage the RFP process from initial stage to project completion
- Interpret RFPs and comply with all requirements within business development budget
- Coordinate with internal teams to create RFP responses and collate documents
- Submit bids within specified timelines
- Expertise in managing deals and strategizing key elements for successful closure
- Understand strategic direction set by leaders and coordinate with deal team
- Scrutinize market to provide best offers to clients, neutralizing competition
- Create real-time progress reports to track ongoing leads
- Update internal and external stakeholders consistently
- Act as Single Point of Contact (SPOC) for end-to-end proposal management
- Collaborate with SMEs, account lead partners, and department leaders to develop pursuit strategy
- Organize weekly kickoff meetings to adhere to timelines and avoid missed deadlines
- Ensure timely completion of administrative tasks, including legal reviews and approval of RFP terms and conditions
- Strong proficiency with MS Office tools: MS Word, MS Excel, MS PowerPoint, MS Outlook, Teams, and SharePoint
Overview
9
9
years of professional experience
1
1
Certification
Work History
Proposal Lead
Ameresco Canada Inc.
12.2021 - Current
- Collaborate with Account Executives, Development & Engineering teams, Finance, and Legal to produce successful energy efficiency and renewable technology project proposals.
- Proficient in managing Salesforce to keep track of all the awarded, backlog and on going proposals.
- Schedule various meeting with the executive and core team involved in the project to deliver best proposal on time.
- Analyze RFP requirements and schedule kick off meeting with the internal team to discuss responsibility matrix.
- Ensure quality check and quality control of the proposal.
- Partner with Business Development and Project Engineers to strategize the proposal response.
- Customize and create the concise proposal response in order to meet the RFP requirements.
- Ensure collaboration with the internal team members and the external vendors and prepare the response for submission with full accuracy.
- Use advance excel spreadsheets for costing.
- Provide assistance during the award and contract stage related to any proposal Q & A.
- Lead and support internal development, editing, coordination activities required to produce proposal and presentation materials.
- Develop internal electronic energy efficiency and renewable technology project database and catalogue of past, current, and future project opportunities.
- Gather and update supporting company data and customer project information.
- Design and implement methods to capture, track, and maintain customer project data. Assist in cultivating new avenues of proposal lead development.
- Update and monitor the proposal calendar and database tracking project status.
- Identify and implement production process improvements to ensure effective use of resources.
- Focus on process improvement to optimize resource utilization and manage the proposal calendar for seamless project progress.
- Create monthly Business Development Report and share it with the President to keep track of all the projects in pipeline.
Project Manager
Frankensolar Americas
12.2021 - 12.2021
- Explore new RFP/tender opportunities and enroll company with various tender websites to be familiar with upcoming tenders.
- Analyze all bids and ensure that we comply with all the RFP requirements.
- Work with the design, engineering, and project management staff to help accurately design and price of commercial PV systems.
- Collate documents from all the internal teams to prepare set of document submission.
- Draft and submit final proposal package to the customer before the due date with a focus on accuracy and quality.
- Prepare new proposal content/RFP responses for current business.
- Maintain database of all proposals, bids and presentation in software such as MySQL.
- Develop and present proposals to private clients, virtually and in person.
- Develop relationships with clients, address their concerns, negotiate, and close contracts.
- Develop and implement new sales initiatives, strategies, and marketing programs to generate new sales, create new leads and increase customer satisfaction.
- Provide daily or weekly reports to senior management team on sales team progress, pipelines and conversion rates.
- Work with other management members, develop a hiring and training plan for new sales team members across all levels.
Customer Service and Sales advisor- Current Client-Petro Canada-Suncor Energy
CONCENTRIX
08.2020 - 03.2021
- Listen attentively to customer needs and concerns; provide accurate information pertaining to order placements, delivery and shipping inquiries
- Demonstrate empathy while maximizing opportunity to build rapport with the customer
- Maintain knowledge of client products and/or services
- Participate in activities designed to improve customer satisfaction and business performance
- Greet and handle multiple types of calls from customers, business, etc
- In a friendly and professional manner
- Maintaining all the conversation had with customers and businesses in CRM to smoothen sales process
- Attending trainings regularly to be updated on the current changes and also attending business related meetings.
Proposal Manager
Aditya Birla Renewables Limited
08.2018 - 03.2020
- Ensured the proposal is presented to the highest standard and includes complete documentation requirements to all the rooftop, floating and ground mount solar customers by collaborating with engineering, procurement & construction management complying with all the parameters.
- Analyze all government and private bids and ensure that we can participate in the tender process.
- Collate documents from all the internal teams to prepare set of document submission.
- Arrange weekly meetings with sales team, design team and projects team to make sure we can meet the proposal timelines.
- Prepare presentations and proposals to demonstrate company’s services.
- Engaged new customers and strengthened existing client relationships through regular interactions, providing all clarifications related to the payment structure and notified them of any project updates or changes.
- Reviewed all the customer status on fortnight basis and maintained spreadsheet to track prospective bids
- Drafted and submitted final RFP document to the customer before the due date with a focus on accuracy and quality.
- Raised invoice for the charges periodically for the power distribution companies and all the private customers (based on monthly joint meter readings of energy meters).
Proposal Coordinator
Sterling And Wilson Pvt. Ltd
07.2015 - 08.2018
- Exceeded expectations by participating in various Bids/tenders and doing timely submissions with the competitive rate.
- Developed Techno-Commercial proposal and presentation considering clients solicitation.
- Engaged with the financial and technical department whenever it is required.
- Prepared various order margins on a spreadsheet while accompanying seniors on final negotiation which helped to perform hassle-free negotiation with the customers.
- Assisted in initiating the execution process by organizing kick-off meetings with the new customer.
- Ensured the project is handed over to the execution team soon after collecting the advance from the client for the smooth commencement.
Education
Bachelors of Technology (Civil Engineering) -
Kalinga Institute of Industrial Technology University
01.2015
Skills
- Microsoft office
- Microsoft Dynamics
- Meeting RFP compliance
- Win Strategy Development
- Proposal Specialist
- RFP Bid submission
- Project Management
- Pursuit Mobilization
- BD Planning and Management
- Review and Approval Management
- Client Support Services
Certification
- Certification by Project Management of Institute for Salesforce Classic and Salesforce Lighting
- HubSpot Sales Software Certification to execute an Inbound Sales process using HubSpot CRM and Sales Hub
Timeline
Proposal Lead
Ameresco Canada Inc.
12.2021 - Current
Project Manager
Frankensolar Americas
12.2021 - 12.2021
Customer Service and Sales advisor- Current Client-Petro Canada-Suncor Energy
CONCENTRIX
08.2020 - 03.2021
Proposal Manager
Aditya Birla Renewables Limited
08.2018 - 03.2020
Proposal Coordinator
Sterling And Wilson Pvt. Ltd
07.2015 - 08.2018
Bachelors of Technology (Civil Engineering) -
Kalinga Institute of Industrial Technology University