
Proposal Development Specialist
5 days ago
As a highly skilled professional, you will be responsible for providing proposals support and independently managing the production of high-quality RFP responses. Your expertise in proposal development and management will enable you to deliver high-value drafts that meet client requirements.
The ideal candidate will have experience in managing drafts independently for US-based stakeholders, delivering high-value drafts, and demonstrating a strong understanding of the RFP life cycle.
- Build knowledge and understanding of the Wealth business, service offerings, and strategic priorities.
- Review RFPs and other client material to gain a complete understanding of client requirements.
- Work closely with the pursuit team to resolve open items during the proposal development process.
- Perform final reviews of proposals drafts.
- Assist with the development of templates, improved systems, and processes for measuring RFP success.
- Carry out content management activities, including collecting and updating content for proposal language database and extracting best practice content.
Key responsibilities include:
- Preparing US Investment Consulting proposals (RFP/RFI/DDQ) based on the scope of services mentioned in client documents.
- Good knowledge and understanding of different plan types like Defined Contribution (DC) and Defined Benefits (DB) and Not-For-Profits (NFPs).
- Involvement in full-service proposals (bid management) and coordination with multiple onshore stakeholders by meeting required SLA/TAT.
The successful candidate will have:
- 5-8 years of experience in a pre-sales/bid management environment.
- Experience of working as part of bid teams in a professional services environment.
- Very strong written and verbal communication skills.
- Proficient in Microsoft Word, PowerPoint, and Excel.
- Exceptional customer service focus.
This role requires flexibility in working shifts as per business requirement. The ideal candidate should be able to work in a hybrid environment, which includes collaboration, connections, and professional development benefits of working together in the office at least three days per week.
Requirements:
- Strong analytical and problem-solving skills.
- Excellent organizational and time management skills.
- Ability to work under pressure and meet deadlines.
- Proactive approach to identifying solutions and opportunities.
- Flexibility to adapt to changing business needs.
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