Bid and Proposal Manager

Own the end-to-end proposal lifecycle for global banking and financial services pursuits—from first-draft generation through branded output, SOW drafting, and win/loss analysis. Experience with bank procurement processes, vendor panels, and FS-specific compliance documentation is essential. This role delivers 5x output through GenAI-accelerated content workflows.

Responsibilities:

• Author proposals, RFP responses, and executive summaries tailored to global bank procurement requirements, including compliance and security sections.
• Draft Statements of Work aligned to financial services delivery models, incorporating SLA frameworks, regulatory compliance clauses, and data handling requirements.
• Build and maintain a reusable content library of FS-specific case studies, solution descriptions, and competitive differentiators.
• Develop branded sales collateral: one-pagers, capability decks, and leave-behinds for banking and insurance audiences.
• Manage proposal timelines across multiple concurrent pursuits, coordinating inputs from the solutions consultant, delivery leads, and leadership.
• Implement version control and approval workflows, ensuring quality and compliance with bank vendor management requirements.
• Conduct win/loss analysis after every pursuit to capture lessons and improve proposal effectiveness.

Requirements:

• 3+ years in proposal management, bid coordination, or sales enablement in IT services or professional services.
• Prior experience supporting proposals for global banks (e. g., JPMorgan, Citi, HSBC, Barclays, Goldman Sachs, Deutsche Bank, Standard Chartered).
• Excellent writing skills with the ability to craft persuasive, executive-level narratives for banking and insurance audiences.
• Familiarity with bank vendor management processes, compliance documentation, and procurement evaluation frameworks.
• Experience managing RFP response processes and content libraries at scale.
• Proficiency with document automation tools and proposal management platforms (Qvidian, Loopio, RFPIO, or equivalent).
• Understanding of FS commercial terms: T& M, fixed-price, managed services, outcome-based pricing, and SLA structures.
• Strong project management skills; ability to manage 3-5 concurrent proposals under tight deadlines.
• Success metrics: Proposal turnaround time (50% reduction target), win rate, content library reuse rate, and client satisfaction with proposal quality.

Skills

Bid, Bidding, Loopio, Proposal, Proposals, Qvidian, RFP, RFPIO, SOW, Statement of Work