Provide direct supervision of the Pricing and Proposals team, including oversight of daily tasks and escalation support as required
Support departmental initiatives, including recruitment, hiring, onboarding, training, development, and performance auditing
Assign, prioritize, and distribute work across team members
Partner with the Director, Proposals and Pricing to establish, implement, and enforce annual team goals and performance metrics
Monitor goal attainment, performance, and compliance with established metrics
Maintain a deep understanding of business‑unit-specific products and processes related to Pricing and Proposals functions
Review proposals, pricing models, Statements of Service (SOS), and change order requests to ensure consistency, accuracy, and alignment with Clario requirements, including financial and margin targets
Coordinate with the Legal department on contract finalization and support client negotiations as needed
Support pricing, proposal, change order, and other document template updates, ensuring alignment with overall company strategic direction
Collaborate with Strategic Pricing on client‑specific pricing requirements (e.g., rate cards and discount structures) and support implementation within the team
Provide leadership and cross‑functional collaboration to determine optimal pricing strategies for large or complex programs
Enforce and support pricing and discount controls within the team
Partner with Project Management leadership to ensure scope changes and client change order requests are communicated fully and accurately, enabling timely and accurate processing
Identify and drive operational efficiencies across the team
Establish, manage, and report on monthly metrics
Create and maintain departmental work instruction guides
Ensure a high level of data integrity within the CRM system
Provide interdepartmental training and support as needed
Support initiatives related to proposal management tools, including training and content maintenance
Perform other duties and projects as assigned by the Director and/or Vice President