Marketing Manager

IMANI L. PANTON, MBA, CF APMP

**** ****** ******* ******, **, 21144 **********@*****.*** 202-***-**** SUMMARY OF QUALIFICATIONS

Innovative services professional with Master of Business Administration possessing strategic, compliance, marketing, client relationship, project management, sales support, and problem-solving skills. Over 19-year tenure with ICMA-RC; a financial services leader that manages billions in retirement plan assets for more than one million plan participants. Strong background in the achievement of company goals and in maintaining client satisfaction. Extensive knowledge of public and private deferred and defined contribution retirement savings plans (401a, 401k, 457, Retiree Health Savings and IRA) and retirement plan legislation (Pension Protection Act, ERISA, EGGTRA, Sarbanes-Oxley). Capable of working independently or cooperatively as part of a team to accomplish organizational objectives. Proficient with MS Word, Excel and PowerPoint and Outlook. Proficient in use of Qvidian Proposal Management Software. APMP Certified Foundation Level. KEY COMPETENCIES

Corporate Communications Cross-Functional Collaboration Project & Process Management * Detail-Oriented Leadership Presentation Skills * Strategic Planning Branding/Style Writing/Editing PROFESSIONAL EXPERIENCE

SYNAGRO TECHNOLOGIES, INC. – Baltimore, MD 2017-Present Proposal Manager, Sales Support

Manage the Sales Support Team Proposal Team in support of Synagro’s business development efforts. Incorporate industry best practices into the proposal development process.

• Lead Proposal Team in planning and coordination with the Sales Team to ensure the timely submission of bids in compliance with standards.

• Create Proposal Status tracking mechanism for internal stakeholders to monitor progress of bids.

• Implement use of Qvidian Application for content development, collaboration, and tracking.

• Train Subject Matter Experts on use of Qvidian Application.

• Develop Proposal Team goals and metrics.

• Manage medium and large acquisition and retention proposals that incorporate bid strategy and win themes.

• Identify, assess, and communicate potential bid issues to appropriate stakeholders and senior management.

• Review and monitor proposal activities to ensure final documents are compliant with bid solicitation, regulatory, and business requirements.

ICMA RETIREMENT CORPORATION – Washington D.C. 1998 – 2017 Proposal Development Unit Manager, Marketing Services 2011 – 2017 Lead the proposal development unit in support of ICMA-RC’s business development and client retention efforts. Manage the Request for Proposal (RFP) process from inception to final deliverable and contribute to the corporation’s 99% client retention rate. Work collaboratively with cross-divisional teams to produce high-quality, winning proposals for the acquisition and retention of deferred compensation plans. Review and monitor proposal activities to ensure final documents are compliant with bid solicitation, regulatory, business requirements, and industry best practices.

• Partnered with cross-divisional teams to create and implement compelling, client-focused content for bid proposals and related marketing materials that highlight ICMA-RC’s value proposition.

• Wrote and edited client-centered, persuasive content that highlights ICMA-RC’s unique value proposition and the brand “voice” in proposals.

• Conducted thorough managerial review of all proposal documents to ensure that corporate style, competitive position and accuracy are maintained.

• Managed medium and large acquisition and retention proposals that incorporate bid strategy and win themes.

• Identified, assessed, and communicated potential bid issues to appropriate stakeholders and senior management.

• Reviewed and monitored proposal activities to ensure final documents are compliant with bid solicitation, regulatory, and business requirements.

• Oversaw implementation and on-going enhancements to web-based proposal content management application.

IMANI L. PANTON, MBA, CF APMP

• Proactively reviewed the proposal unit’s style guide to ensure accuracy, relevance, and consistency with corporate style and brand.

• Reviewed won/lost bids to identify any themes or lessons learned to incorporate into future proposals.

• Shared proposal industry best practices with proposal team and subject matter experts.

• Motivated, monitored, and coached staff for optimal achievement of goals that support the corporate mission.

• Established proposal team’s objectives, priorities and metrics for maintaining acceptable levels of performance.

• Established and evaluated staff performance, coaching, training and motivating staff. Senior Manager, Investor Services Communications and Training 2005 – 2011 Managed six employees, including four Correspondence Specialists a Training Supervisor and a Technical Communications Coordinator, which respond to written client inquiries, create training resources and facilitate training. Responsible for creating the standard practices and procedures for the Investor Services Communications Unit and monitoring their quality and effectiveness. Responsible for overseeing the training and development of Investor Services Representatives.

• Implemented technical system enhancements that improved average email user response time to 25 minutes and monthly service level to 99.7%.

• Handled all escalated correspondence or correspondence requiring additional research for deferred compensation plan clients.

• Created an Investor Services Correspondence Audit to document and analyze procedures for client correspondence; findings have improved the quality of correspondence practices.

• Implemented an annual training survey to assess the training needs and desires of the department.

• Created reporting template for dissemination of electronic communication statistics.

• Posted and updated information on department’s electronic bulletin board as instructed by Vice President of Client Services.

• Implemented an email management and tracking system that enhanced efficiency.

• Served as the point of contact for maintenance and content of Online Publications Library website used by entire corporation

• Oversaw on-going training for the Investor Services Unit and Reserves. Implemented enhancements to training as needed.

• Assisted the company in maintaining high levels of service and customer satisfaction through resolution of problems, such as incorrect client account information, payment corrections, transaction confirmation, and system errors.

• Oversaw the Client Services Policies and Procedures database and notify the management team of any changes.

• Reported to the Vice President of Investor Services and meet with other managers in regards to productivity, outstanding issues and personnel matters.

• Created and updated the Client Services Handbook containing the division’s procedural and policy information.

Investor Services Program Development Supervisor 2000 – 2004 Attended daily (user acceptance testing) meetings to gather up-to-date information regarding status of system changes or enhancements and project meetings regarding support of company directives. Researched, tracked and analyzed issues and problems created within the division and offered suggestions for their elimination. Served as the unit liaison to other departments regarding new services, product roll out and system enhancements.

• Identified trend of associates entering transactions improperly; implemented special training session that reduced associate error by 50%.

• Created department’s Disaster Recovery Program to provide continual business operation in the event of a disaster or emergency situation and ensure uninterrupted service to deferred compensation plan clients.

• Honored with the Presidential Achiever Award in December, 2001 given annually to associates who had a significant impact on the quality and quantity of company services; award was given to top 30 out of approximately 500 associates company-wide.

• Oversaw Investor Services Telephony Specialist to ensure proper reporting of phone statistics and maintenance of the Dictaphone system.

• Trained Associates on system-related issues and held quarterly training sessions for Reserves.

• Served as lead coordinator for user acceptance testing. IMANI L. PANTON, MBA, CF APMP

EDUCATION/SKILLS

FROSTBURG STATE UNIVERSITY

Master of Business Administration

THE CATHOLIC UNIVERSITY OF AMERICA

Bachelor of Arts in Information Technology (magna cum laude) QVIDIAN PROPOSAL MANAGEMENT SOFTWARE PROFICIENCY

MICROSOFT OFFICE PROFICIENCY

CERTIFICATES

ASSOCIATION OF PROPOSAL MANAGEMENT PROFESSIONALS

Certified Foundation Level

AMERICAN MANAGEMENT ASSOCIATION

Senior Project Management Certificate

Business Systems Development Process Certificate

Certificate in Finance & Operational Budgeting

BROKERAGE LICENSURE & RECOGNITION

FINRA Series 6, 26, 63 and 65

ICMA-RC Presidential High Achiever Award – 2001 & 2008 PROFESSIONAL & CIVIC AFFILIATIONS

Professional Association of Investment Communications Resources (PAICR) (Former Board Member) National Association of Woman MBAs (Mid-Atlantic Professional Chapter) (Former Board Member)

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