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

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

Proposal Manager

Key skills