Proposal Manager – Financial Services – Multiple Locations

Matlen Silver
January 3, 2022
Alpharetta, Georgia
Job Type
Remote Work
  • No


JOB TITLE: Proposal Manager
LOCATION: Alpharetta, GA
                 Lincoln, NE
                 Frisco, TX
                 Berkeley Heights, NJ
DURATION: 6 months, CTH
***W2 ONLY***
Roles and Responsibilities

  • Provide overall management and direction of the proposal process, ensuring all defined timeframes are met
  • Provide strategy and management for overall RFx response content and messaging based on client objectives
  • Ensure proposal responses are compliant and in accordance with client specifications and standards, and ensure quality control throughout the proposal process under tight deadlines
  • Work with sales and SMEs to address client RFx requirements
  • Develop and ensure the RFx-specific messaging and win themes are in line with the overall brand voice and language that is appropriate to the given opportunity and audience
  • Ensure the messaging/themes/value propositions positioned for the deal are reflected in the proposal
  • Produce compelling drafts adhering to client pain points and requirements
  • Ensure the solution fits and in accordance with the requirements and the identified client-specific benefits are unique to the business value offering

Content Responsibilities

  • Write client-specific cover letters and executive summaries
  • Work collaboratively with subject matter experts and senior/executive leadership to capture key ideas while maintaining consistency in messaging and strategy through the use of proper tone/voice
  • Review, edit and rewrite proposal content in accordance with brand standards
  • Leverage highly technical material (collected through interviews or research) into easily understood, proposal ready narrative
  • Maintain a broad understanding of content applicable to the products, platforms and solutions
  • Contribute to all aspects of proposal activities, including team working sessions and formal color reviews (Pink and Red team), if required
  • Maintain the content database to ensure all existing and new content are updated in the centralized database to optimize the proposal team’s response time
  • Ensure proposal responses are compliant in accordance with client specifications, and ensure quality control throughout the proposal process under tight deadlines
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