Presale Marketing Consultant
Core
Producing responses to RFPs in French and English to drive business growth and retain existing business for a financial services provider.
Role type
Presale Marketing Consultant (B2B)
Builds
Informed, detailed, and persuasive proposals for clients and prospects.
Domain
Financial Services / Insurance
Required skills
RFP response writing, bilingual communication (French/English), project management, AI tool usage, Microsoft Office proposal software
Preferred skills
Experience with retirement plans, Loopio/Qvidian
Technologies
Loopio, Qvidian, AI tools
Responsibilities
Own the proposal process including strategy sessions, content development, and quality control; Respond to complex RFPs, RFIs, and databases; Leverage approved AI tools to streamline proposal processes; Maintain expert understanding of industry trends and company products.
Seniority
Mid-level, hands-on IC
