Technical Account Manager at AutoRFP.ai. Background in asset management completing institutional RFPs and DDQs; now implements AutoRFP.ai for some of the company's largest accounts.
At CI Assante Wealth Management, that response work was part of client and planning. It is the firsthand experience she brings to technology roles today.
She moved into tech through account management and client success work, then joined AutoRFP.ai. Today she implements AutoRFP.ai for some of the company's largest accounts, helping those teams run RFP and DDQ workflows in production.
At AutoRFP.ai, Nitzan writes about RFP software, proposal software, pre-sales workflows, and related buyer research. Her articles draw on both the institutional response work she did in wealth management and the implementation work she does with large customer accounts now.
Topics
- Institutional RFPs
- DDQs
- Asset management response
- RFP software
- Proposal software
- Pre-sales
- Enterprise implementation
