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Sara R. is a seasoned business development and account management professional with 10+ years of experience in the utility services industry. She has held various roles, including Director of Account Management at GridSME and Utility Services Proposal Manager at NV5, and Marketing Supervisor at Bureau Veritas. Sara has a Bachelor of Arts degree in Communication Studies - Organizational Communication from California State University-Sacramento.

Credentials

  • OSHA 30 Hour
    ClickSafety
    May, 2020
    - Apr, 2026
  • Conversational Sales Certified
    Drift Insider
    Jan, 2020
    - Apr, 2026
  • ICC Certified Permit Technician
    International Code Council
    Dec, 2013
    - Apr, 2026
  • Frictionless Sales
    HubSpot
    Aug, 2021
    - Apr, 2026
  • HubSpot Sales Software Certified
    HubSpot
    Aug, 2021
    - Apr, 2026

Experience

    • United States
    • Utilities
    • 1 - 100 Employee
    • Vice President of Business Development and Account Management
      • Jan 2024 - Present

    • Director of Account Management
      • Jul 2021 - Jan 2024

    • United States
    • Civil Engineering
    • 700 & Above Employee
    • Utility Services Proposal Manager
      • Dec 2020 - Jul 2021

      Manages the proposal efforts for the utility services group, which includes natural gas, electric transmission and distribution, renewables, battery energy storage, energy compliance, and energy efficiency industries. This role supports power delivery, surveying, aerial imaging, energy efficiency and market transformation, delegate chief building official, environmental monitoring, and inspection services.Leads proposal strategy and go/no-go discussions. Develops themes specific to each client and their priorities and incorporates those throughout each proposal. Oversees the proposal development team. Collaborates with team to prepare and deliver high quality, responsive submittals. Facilitates technical and quality reviews. Supports production and delivery of finished product while complying with all RFP requirements.Leads interview strategy discussions and preparation.Prepares and engages in project and client specific capture planning. Maintains CRM database and updates regularly with business development team.

    • Marketing and Business Development
      • Jun 2018 - Jul 2021

      Driving growth by establishing relationships and securing contracts. Leveraging existing contracts and relationships with one group to expand it for the broader organization. Establishes and maintains a high level of industry knowledge in order to truly understand needs and pain points. Works closely with technical team members to ensure customer satisfaction prior, during, and after deliverables.Creates and supports the execution of commercial action plans for the natural gas and power generation industry. Participates in the marketing plan and budget each year. Prepares bi-weekly opportunity updates and reports. Oversees CRM program by ensuring information is up to date and leads are tracked appropriately.Manages proposal preparation and marketing for the Energy Compliance vertical, including leading and mentoring the proposal writing team. Develops campaigns that support the marketing and commercial action plans. Manages the development and distribution of effective promotional materials.Provides support for the Energy 2021 initiative which includes the integration and coordination of technical teams across the United States. Organizes and moderates a webinar series "Energy Insight".

    • France
    • Environmental Services
    • 700 & Above Employee
    • Marketing Supervisor
      • Jun 2016 - Jun 2018

      Supervises the operational marketing team for the Facilities (code compliance) division of BVNA. Conducts quality control / review on all marketing collateral. Assists with developing marketing plan for the code compliance division. Balances, prioritizes, and assigns work associated with multiple, concurrent projects and campaigns.Conducts monthly analysis of business development and marketing efforts. Compares monthly wins, losses, and pipeline to determine areas needing improvement, re-allocation of resources, and successes. Utilizes Deltek as CRM tool to track meetings, interviews, opportunities, and to determine success of various marketing campaigns and sales efforts.Works closely with business development managers throughout the nation. Designs and plans targeted marketing campaigns for specific market segments and regions. Supports cross-selling between divisions. Contributes to company's knowledge base by creating and sharing case studies, POVs, and conference summaries.Conducts research to stay current on competition pricing, staffing strategies, and service segments. Works with SEO consultant to improve the code compliance presence online through search engines. Creates and implements social media strategy and campaign to increase brand awareness.

    • Marketing Coordinator
      • Jul 2011 - Jun 2018

      At Bureau Veritas I create proposals and statements of qualifications for the Facilities - Construction Code Compliance West Division. I coordinate our attendance and exhibition at tradeshows in California, Arizona, Washington, Nevada, Colorado and other West Coast events. I coordinate advertisements in print and on the web. Input and track CRM and opportunities resulting from tradeshows for our division utilizing Deltek. I work with our vendors to create promotional materials and order swag that is appropriate for our events. I organize and track our Commercial Action Plan and progress towards our goals set. I lead bi-weekly meetings with our business development and marketing team to discuss updates and share knowledge to help meet our CAP goals. I prepare weekly sales updates for large opportunities and coordinate with business development managers to provide commentary on progress of sales pursuits.I was a team member in conducting market research in late 2012 and in 2013 to determine the regions in the US that were recovering the quickest from the economic downturn. In 2012 I researched 5 metropolitan areas in the Western United States to determine which regions had increased construction activity. In 2013 I researched an additional 5 metropolitan areas and compared building permit activity and revenue to determine the areas seeing increased construction activity and large development.I conduct research on competitors and compare fees to ensure our pricing is competitive. I also research upcoming large projects and potential construction in regions where we are active and regions targeted for expansion.In early 2012 I worked on organizing the Code Compliance West's portion of the Sacramento office in preparing for an audit for the ISO 9001 Certification. This entailed creating a system to measure client satisfaction, organizing marketing folders, tracking proposals and contracts, etc.

  • Nichols, Melburg & Rossetto
    • Sacramento, California Area
    • Administrative Assistant
      • Sep 2006 - Jul 2011
      • Sacramento, California Area

      Proposal writing, administrative duties.

    • Administrative Assistant
      • Jun 2004 - Aug 2006

Education

  • 2014 - 2015
    California State University-Sacramento
    Bachelor of Arts (B.A.), Communication Studies - Organizational Communication
  • 2000 - 2004
    Vaca High
    General, General Studies
  • 2010 -
    National Academy of Sports Medicine
    CPT, Physical Fitness

Suggested Services

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Industry Focus. “Utilities”

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