Proposal Manager
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Job Description
Proposal Manager overseeing the entire proposal process for the RFP Center of Excellence team at a financial services company. Collaborating with sales and managing cross-functional teams for proposal submissions.
Responsibilities:
- Oversee the entire proposal process, from initiation to submission
- Collaborate with the sales team to identify necessary resources and establish schedules for sales deliverables
- Supervise and coordinate cross-functional teams to ensure milestones and deliverables are achieved
- Develop key sales documents, including cover letters, executive summaries, supplier input, and related materials
- Customize and edit documents for format, grammar, spelling, and punctuation accuracy
- Conduct quality assurance checks on all proposal sections and validate compliance with client requirements
- Complete assignments within the designated timeframes as established by management
- Coordinate and manage internal resources throughout the proposal lifecycle
Requirements:
- Bachelor’s degree in business, project management, communications, journalism, marketing, or a related field, or equivalent experience
- Extensive professional experience as a sales professional in a fast-paced, multi-project Financial Services environment
- Over 7 years of experience in Proposal Management within the fintech industry (preferred) or similar fields
- Strong project management skills to support the RFP process, renewal process, and pricing process
- Proven leadership skills
- Experience with the Responsive proposal automation tool
- Experience with Microsoft Dynamics
- Experience with Salesforce
- Experience working with RFP online submission portals
- Experience using Microsoft Copilot and prompts
- Familiar with government RFPs and knowledge of managing response processes
- Excellent communication skills for working with Sales Executives and SMEs
- Strong analytical, statistical, and problem-solving skills
- Ability to align with the team’s values and thrive in a collaborative, team-oriented environment
Benefits:
- Private medical cover
- Dental cover
- Travel insurance
- Professional education and personal development possibilities
- Career development tools, resources, and opportunities
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