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About the role
Key responsibilities & impact- Manage, coach, and monitor all aspects of the RFP project management process and ensure timely completion and delivery of bids
- Lead and develop a high-performing proposal management team, fostering employee growth, engagement, and continuous improvement
- Oversee RFP, RFI, and DDQ processes, including content management, governance, quality assurance, and workflow management
- Perform Management Review of proposals before Corporate Review for quality assurance, adherence to company policies, approved pricing strategy and bid solicitation requirements, and consistency with proposed sales strategy
- Use proposal technologies, content platforms, automation, and AI to improve quality and scale
- Ensure the integrity of data stored in the proposal content database
- Implement and continuously improve processes, procedures, and workflows that maximize efficiency, effectiveness, and quality of proposal materials
- Support and continuously improve team processes, tools, and workflow effectiveness
- Serve as a tactical and operational resource to sales teams throughout proposal development
- Collaborate with other divisions to facilitate accurate and high-quality proposal materials
- Perform other duties as assigned
Requirements
What you’ll need- 7-10 years of experience managing the full lifecycle of the RFP response process within financial services
- 2-5 years of people leadership, supervisory, or team management experience
- Knowledge of proposal operations, workflow management, resource allocation, and quality assurance practices
- Knowledge of proposal management processes, tools, workflow effectiveness, and continuous improvement practices
- Knowledge of RFP, RFI, and DDQ response processes, content management, governance, and proposal review practices
- Skill in managing proposal operations, workflow priorities, and timely completion and delivery of bids
- Skill in allocating resources and coordinating proposal development activities to deliver accurate, high-quality materials
- Skill in quality assurance, content governance, proposal review, and adherence to bid solicitation requirements
- Skill in implementing and continuously improving processes, procedures, and workflows that maximize efficiency, effectiveness, and quality
- Skill in monitoring team performance, managing work outcomes, and fostering employee growth and engagement
- Ability to lead proposal development activities and deliver accurate, high-quality, compliant proposal responses
- Ability to make moderately complex operational decisions using sound judgment, initiative, and established business priorities
- Ability to lead and develop a high-performing proposal management team while fostering employee growth, engagement, and continuous improvement
- Ability to identify and drive process improvements that enhance workflow effectiveness, operational efficiency, and quality of proposal materials
- Ability to execute proposal strategies, priorities, and business objectives established by leadership
- Ability to maintain a strong customer focus while balancing multiple proposal priorities and supporting sales teams throughout the proposal development process
Benefits
Comp & perks- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement