Pipeline Oversight

At Phoenix Management Services, I oversaw all aspects of the $8mm firm’s pipeline, including tracking the status of prospective clients, active clients, and latent clients. I produced a weekly update of the firm’s opportunities, created pitch decks for new business opportunities for both the consulting and investment banking business entities, wrote case studies on completed engagements, and maintained a win/loss spreadsheet for all new business activity.  I also recommended changes and additional marketing/PR activities for the firm based on how our new business was tracking. Overall, I had a 75% win ratio for proposals that were made in person. A sample of our branded presentation is shown below, which integrated with all other marketing materials for the firm.

new-slide-template-an-introduction-to-phoenix-investor-v-compatibility-mode

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