Proposal Manager
Core
Lead a global team to deliver professional, client-centric proposals and presentations for strategic or high-value opportunities in fund administration.
Role type
Senior Proposal Manager (Global Team Lead)
Builds
High-quality proposals and presentations for strategic deals
Domain
Financial Services / Fund Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Proposal management, project management, cross-functional collaboration, client scoping, knowledge management, process improvement, fund structure knowledge, MS Office Suite, proposal software
Preferred skills
PRINCE2, APMP, additional languages, presentation design
Technologies
Responsive, Qvidian, MS Word, MS Excel, MS PowerPoint
Responsibilities
Collaborate with sales to tailor proposals to client culture and strategy; manage global deal teams to ensure quality responses; join client scoping calls to understand requirements; enrich the global proposal library; share feedback to enhance sales processes; optimize value creation from proposals.
Seniority
Mid-Senior, hands-on IC with team management