Project Manager Sales

Colleen Riley Long

*** ********* *** ************ ** 32259 904-***-**** ******@*****.***

EXECUTIVE SUMMARY

Client Relationship and Project Leader with expertise in HR, Benefits Administration and Consulting including health and

welfare, deferred compensation, stock purchase and pension plans. Operational and client management accountability for

multiple clients with total contracts of $60M+ in annual revenue. Expert in assessing client environment, risk analysis and

solution design customized to meet client objectives. Proven achievement of exceeding client objectives as validated by

reporting results on service level agreements. Emphasis on Continuous Improvement initiatives and application of Six Sigma

principles. Detail-oriented technical writer with RFP/RFI proposal writing experience and requirements documentation.

ACCOMPLISHMENTS

Managed service delivery for five, multi-million dollar benefits record-keeping clients including two Fortune 500 clients,

one of which was the firm’s sixth largest client with annual revenue of $26M.

Facilitated monthly Service Level Scorecard meetings with clients to track performance and provide status updates for

new program rollouts. Established performance metrics and success factors congruent with clients’ objectives.

Designed cost-effective benefits administration solutions based on the complexity of each prospect’s benefit plans

compatible with the firm’s technical and administrative capabilities.

Participated in business development discussions with finance and business leaders on pricing and scope of work for

prospective clients.

Presented the firm’s competitive advantage during client exploration, finalist and contract renewal meetings. Sales

expansion efforts led to the addition of four clients to the firm’s existing book of business.

Created advocacy model to manage benefit processing and payments for survivors of deceased employees. Model was

adopted by three additional clients and was priced separately to generate premium revenue for the firm.

Led the successful implementation and system conversion of 110,000+ legacy pension plan participants. Created

requirements and training documentation.

Received recognition as a leader in launching new initiatives and services while maintaining accountability and high staff

morale.

Selected as Operational Effectiveness lead. Facilitated a process improvement project with various benefits delivery teams

resulting in total cost savings of $2.4M. Additionally, reduced headcount by 30%, through attrition, by streamlining

processes and cross-training associates.

Participated in instructional design and facilitation of company wide training programs. Topics included performance

management, diversity, security and financial management.

KEY SKILLS

Record of developing successful consultative relationships with multi-dimensional and global clients.

Results-oriented leader with proven ability to work with all levels of management, vendors and clients.

Certified project manager through Hewitt Associates’ Project Manager Learning Program (PMLP).

Successful background in coaching and team development.

Strong interpersonal and presentation skills.

Colleen Riley Long Page 2

EMPLOYMENT HISTORY

SENIOR VICE PRESIDENT (2008 – Present); VICE PRESIDENT (2006 – June 2008)

Entrepreneurial firm specializing in real estate development, lot sales, investments and marketing.

Manage development, construction and marketing of real estate communities. Requires frequent interface with developer,

construction team, architect, engineers, city officials, suppliers, vendors and public relations agency. Manage a $5M

construction, marketing and sales budget. Designed and managed two corporate web sites. Project management efforts led

to a 1st place win in the 2008 Jacksonville Parade of Homes competition and resulted in an estimated 20% increase in

customer traffic flow.

One of the top four fastest growing companies in Northeast Florida.

Directed operations, training and compliance at onsite sales centers across the Southeast region. Managed a team of four

Quality Assurance Specialists. Designed, launched and managed best practices for sales center set up, contract record-

keeping and closing procedures to insure accuracy, compliance and consistency in reporting. Span of support impacted

more than 75% of the associates across the organization.

SALES CONSULTANT

Benefits consulting and systems record-keeper for Fortune 1000 clients specializing in health and welfare, defined benefit and defined contribution plans.

Newly created position established to provide support for the firm’s large, core and mid-market benefits administration sales

efforts. Sales support efforts resulted in the addition of four new clients to firm’s existing book of business. Created

database of proposal answers to streamline and reduce proposal response time by 25%.

CLIENT RELATIONSHIP MANAGER (2002 – 2003); SENIOR MANAGER (1999 – 2002); UNIT MANAGER (1998 – 1999)

The largest benefits consulting and outsourcing firm in the world with more than $1.5 billion in annual revenue.

Coordinated benefits service delivery for corporate, large market clients. Expertise includes deferred compensation, pension,

stock purchase and health/group benefits plans. Managed activities, measured performance and handled succession

planning for six managers, four project managers and 85 associates. Managed firm’s sixth largest client with annual revenue

of $26M.

SERVICE MANAGER (1995 – 1998); BUSINESS ANALYST (1993 – 1995); SERVICE ASSOCIATE (1991 – 1993)

A global leader in mutual funds, annuities, insurance, retirement planning and administration.

Managed relationship with outside wholesaler and two highest producing broker-dealers. Managed a service team of 25, all

of whom interfaced with brokers and customers handling new business, licensing and commissions. Earned Series 6 & 63

licenses through the National Association of Securities Dealers (NASD). Held Illinois Life Insurance and Annuity license.

EDUCATION / CERTIFICATIONS / COMMUNITY SERVICE

Bachelor of Arts - Mundelein College, Chicago, IL 1989

Industrial/Organizational Psychology & Business Administration

Member, Society for Human Resource Management (SHRM) – SPHR Certification underway

Associate, Customer Service – LOMA (Life Office Management Association)

Licensed Real Estate Broker, State of Florida

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