Serves as the project manager for the account team on large initiatives or complex accounts, implements action plans, monitors progress, assures service meets or exceeds expectations and protects the Firm from Errors & Omissions.
Drafts essential comprehensive project documents intended for clients including: white papers, approaches, quantitative financial analyses or general presentations on new subjects or opportunities to support the creation of sales opportunities and account backing.
Conducts research on various markets or industries as designated to find resources on new growth areas and trends for expansion for internal use to identify growth opportunities.
Conducts and refines data analyses to support proposal creation and account-facing presentations.
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