Proposal Manager
Core
Drive upselling activities and create high-quality proposals for Financial Services clients, acting as a key link between Key Account Managers and delivery teams.
Role type
Senior Proposal Manager (Financial Services)
Builds
Sales proposals, estimates, and contracts for wealth management technology solutions
Domain
Financial Services / Wealth Management Technology
Deliverable
product features
Required skills
Proposal creation, project coordination, stakeholder management, financial estimation, CRM usage, contract management
Preferred skills
Business School degree, experience in Financial Services, SAP proficiency
Technologies
MS Office, SAP
Responsibilities
Produce high-quality, timely offers to meet upselling targets; oversee the upselling lifecycle from estimation to final offering; manage time, quality, budget, and approvals for proposals; support KAMs in establishing productive customer relationships; maintain accurate sales reporting and documentation in company tools.
Seniority
Mid-Senior, hands-on IC