Freya Patel

• Spearheaded the implementation of an AI-powered proposal management system, resulting in a 40% reduction in proposal development time, and a 25% increase in win rate for high-value contracts.
• Pioneered the integration of virtual reality presentations into proposal packages, increasing client engagement by 60%, and positioning the company as an industry innovator in proposal delivery methods.
• Pioneered the integration of virtual reality presentations into proposal packages, increasing client engagement by 60%, and positioning the company as an industry innovator in proposal delivery methods.
• Replying to customers' requests for information and proposal requests.
• Putting together business cases for the sales teams to support their proposals.
• Presenting proposals to customers, alongside members of the sales team.
• Providing pre-sales expertise and support to sales teams.
• Being responsible for actively driving and managing the pre-sales process with direct and channel customers.
• Working on the new AI tool for the Question Bank to autogenerate responses through the AI function.
• Created a self-service portal trust center for our customers to access our certifications, penetration reports, and policy documents.
• Handling the RFP queue completely by myself, from assigning the tickets to working on them.
• Supporting Territory, Channels, and Account Sales Plans Definition and Execution.
• Updating the desk log with the opportunity details.
• Coordination with all the departments: Legal, Security, Engineering, HR, and Sales, to complete timely proposal submission, and partners like Dell.
• Replying to all the emails directed to the RFP queue.
• Attending calls with customers or sales, if required, to answer the proposal queries.
• Completing the RFP, RFI, and RFQ.
• Handling the tools for proposals: updating, correcting, and deleting duplicates.
• Saving all the proposal submissions on the shared drive.
• Submitting the final proposal over email, along with customer request attachments (SOC 2 report, security artifacts, and policies). Etc.…}
• Responding to additional customer queries.
• Checking Salesforce for the dollar amount, and win/loss status.
• Created a proposal template as an Uber template to be used by Sales for a proposal request.

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Proposal, and Pre-Sales Role

• Company Overview: A part of Exela Technologies Pvt. Ltd is the parent company.
• Lead the design, development, and delivery of government and commercial proposal engagements across multiple company business verticals (RFx and demand creation).
• Develops and implements process improvements to help improve proposal quality. This job works under the direction of the Proposal Manager or Sr. Proposal Coordinator.
• Work with SMEs to update and maintain database responses, in addition to performing annual global updates to assigned sections.
• Serve as the owner and curator of the proposal management and development toolset: develop templates, tools, and best practices.
• Act as a project manager to prepare and execute a work plan for the design, writing, editing, review, and production of proposals.
• Accountable for creating and delivering a winning proposal for each assigned opportunity, and ensuring full compliance with RFP requirements.
• Writing proposals that are released in the market for the specific company requirements.
• Proposal requirements are released by the clients.
• The process includes accepting the proposal and working on the requirements, including team members from different departments: Opportunity Owner, Technical, Legal, HR, Business Analyst, and Solution Engineers.
• Creating the proposal by writing the content according to the opportunity requirements (Healthcare, Insurance, Banking & Financial Services, Legal, Education, Government, etc.).
• Collaborate with Sales to develop win themes, cover letters, and executive summaries that best communicate the company’s competitive distinguishers, and solution benefits.
• Submission is made either through the portal, by email, or as a hard copy. Communicate the company’s competitive differentiators and solution benefits.s. and solution benefits.
• Manage several proposals if there is a high volume, and timelines are stringent.
• A part of Exela Technologies, Pvt. Ltd is the parent company.

Submission is made either through the portal, by email, or as a hard copy.mmunicate the company’s competitive differentiators, and solution benefits.

• The process was in Travel & Expense, Content Writing: Auditing the claimed expenses
• Leading the team in completing the daily targets. Managing team attendance
• Creating the daily data in an Excel sheet and sending daily updates To the Reporting VP
• Connecting with clients for updates if necessary. Attending meetings and Video conferences with VPs across the globe
• Drafted an instructional guide on the proper use of purchasing and receiving modules of the ERP system enhancing user-friendliness
• Streamlined the entire procure-to-pay within 10 months, which reduced administrative, and effort related to the requisition, creation, and supplier payment methods managing vendor relationships, ensuring high-quality service delivery and timely supply chain management
• Supervised around 50 procurement projects and identified 10 web-based technology opportunities that achieved cost savings of 10%
• Increased spending through an increased supply base across the P2P network
• Acted as a liaison between Barclays Digital and 50 customers, ensured needs were met with a digital roadmap
• Matched up purchase orders to invoices and batched them together setting up new vendors and adding old vendors; simplified inactive vendors identification by 50%

• Trained in MAS Payroll, Human capital management (HCMC), and the Affordable Care Act (ACA)
• End to end Implementation on setting clients’ benefit plans, Coding, reports & data importing
• Year-end filing for W2’s and ACA 1094C & 1095C forms
• GOT CERTIFIED – CHRS (CERTIFIED HEALTH REFORM SPECIALIST)
• Achievements: Dealt with Clients for their payrolls, reports, W2s, and end-to-end Implementation services. I completed the first case on time and was appreciated by US colleagues and the India team. Completed the highest number of cases for 3 consecutive quarters. I asked for more cases as colleagues were not able to complete them in the given time. Got the maximum number of client appreciation for effective and smart follow-ups. Got appreciated for winning the Maximum dollar amount incentives for completing cases across the US & India. Achieved the set benchmark every month.

• Company Overview: International UK process
• Provide Support to Dealers And Retailers across the UK
• Provide Support to Vodafone Stores and Dealers if they have Technical issues: Credit Checks, Manual Connection, SIM card Changes, Upgrades Etc...
• Process expert in implementing new product updates
• Managing contingency requirements from our stakeholders to ensure an impeccable customer experience
• International UK process
• Additional Initiatives: Managed new hire training batches in the absence of the process trainer. Created short notes to improvise on call handling time. Managed a Retention project to target backorder failures. Employee engagement point of contact for the business.

• Company Overview: (Pune)
• Working on a business-to-business collections project
• Have delivered optimum output in terms of collections and have maintained a very high-quality threshold throughout
• Involves a professional outlook to achieve goals hence have matured in terms of perspective which involves analysis of an account and being detail-oriented
• I have been an outstanding performer in achieving targets set up by executive management consistently
• Worked diligently and meticulously in an environment that includes a lot of patience and perseverance, yet a very aggressive approach towards achieving targets
• I have been given the opportunity to calibrate with high-level clients to understand the loopholes in a project and devise amicable resolutions
• (Pune)

• Partnering with hiring managers to determine staffing needs
• Screening resumes
• Performing in-person and phone interviews with candidates
• Performing reference and background checks
• Making recommendations to company hiring managers
• Coordinating interviews with the hiring managers
• Following up on the interview process status
• Maintaining relationships with both internal and external clients to ensure staffing goals are achieved
• Communicating employer information and benefits during the screening process
• Staying current on the company’s organization structure, personnel policy, and federal and state laws regarding employment practices
• Serving as a liaison with area employment agencies, colleges, and industry associations
• Completing timely reports on employment activity

• Directly dealing with a customer in queries about the flight, hotel, and car reservations
• Flight, Hotel & Car Reservations, Cancellations, and Changes
• Provide information on customer queries
• Customer assessment and grading
• Attend customer calls on reservation issues to solve the problems
• Coordinate with international Airlines, Hotels, and Car Companies
• Notable Achievements: Recognized for highest live appreciation and performance awards.