
Kimberli Balfour
Implementation Specialist

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About me
Senior Proposal Manager, Microsoft
Education

Brigham Young University
-Bachelor of Arts (BA) Political Science and Government
Experience

ADP
Jan 1996 - Jan 2001Implementation Specialist- Project managed the implementation of health and welfare benefit products and services for Fortune 500 clients- Wrote and edited print materials communicating benefits information (Annual Enrollment, COBRA, etc.)- Prepared and evaluated Request for Proposal (RFPs) for benefit plans including medical, dental, vision, life, etc.- Wrote and edited functional specification documents for benefit enrollment systems; both web and Interactive Voice Response (IVR)- Tested benefit enrollment systems; both web and IVR Show less
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Computer Sciences Corporation (CSC)
Jan 2001 - Jan 2004Senior Benefits Supervisor- Supervised projects and implemented cost management and administrative strategies related to employee health and welfare benefits for a large, multi-divisional corporation- Prepared and evaluated Requests for Proposals (RFPs) for benefit plans including medical, dental, vision, life, etc.- Wrote, edited, and designed web and print materials communicating benefits information (Annual Enrollment, COBRA, etc.)- Conducted contract and rate negotiations with insurance carriers Show less

Self-employed
Jan 2005 - Jan 2007Proposal and Technical Writer/Editor- Freelance proposal and technical writer; key roles included proposal manager, proposal and technical writer/editor, proposal coordinator, and desktop publisher- Managed multiple proposal teams simultaneously (schedules, author assignments, response documents, team status calls, and data repositories)- Wrote, edited, designed/formatted, and proofread customer-facing sales deliverables, e-learning modules, instruction manuals, and web content- Developed proposal strategy, value propositions, storyboards, and mock ups- Conducted Subject Matter Expert (SME) interviews to develop proposal, e-learning modules, instruction manuals, and web content- Developed and designed e-learning modules Show less

Shipley Associates
Jan 2007 - Jul 2016Senior Proposal Consultant- 9 years experience in proposal writing and management (onsite and remotely) in various industries, including Information Technology, Financial Services, Healthcare, and Construction- 4 years experience supporting Microsoft Services West Region Sales developing proposals, budgetary estimates, sales presentations, and Statements of Work - Managed multiple proposal teams simultaneously (schedules, author assignments, response documents, team status calls, and data repositories)- Wrote, edited, designed/formatted, and proofread customer-facing sales deliverables (electronic and hard copy)- Developed proposal strategies, value propositions, storyboards, and mock ups- Conducted Subject Matter Expert (SME) interviews to develop proposal content and other sales deliverables- Maintained detailed reporting logs to ensure accurate win rate tracking - Assisted in the implementation of the Qorus Breeze proposal management and knowledge base tool; identified, collected, and edited reusable proposal content Show less

Microsoft
Jul 2016 - nowSenior Proposal Manager
Licenses & Certifications
- View certificate

APMP Foundation Certification
Association of Proposal Management Professionals (APMP)May 2017 - View certificate

Prosci® Fundamentals of Change Management
ProsciOct 2018
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