ndidate has proposal experience in the financial services industry.
Responsibilities
- Assist in the preparation and completion of DDQs, RFPs, and RFIs
- Create compelling responses for assigned proposals, tailoring content to address client pain points and showcase the company's unique value proposition.
- Review and edit proposal responses for consistency and compliance.
- Collaborate with cross-functional teams, including business development, subject matter experts, and other stakeholders, to gather necessary information for proposals.
- Independently solicit feedback from subject matter experts and internal stakeholders to refine and enhance proposal drafts.
- Coordinate necessary materials from stakeholders to assist with client calls
- Work closely with the Marketing team to ensure brand consistency through proposal development.
- Support the tracking and reporting of proposal activity, success rates, and client feedback.
- Assist in process improvement initiatives to streamline RFP and DDQ workflows and increase team efficiency.
Qualifications
- Bachelor's degree and 2-7 years of relevant professional experience is required
- Excellent English oral and written communication skills
- Proven ability to work independently, demonstrating strong initiative and problem-solving skills
- Excellent project management skills with the ability to manage multiple time-sensitive projects simultaneously
- Strong written and verbal communication skills, with the ability to articulate complex ideas and solutions in a clear and compelling manner
- Proven track record of successfully managing complex RFP responses from inception to submission, resulting in wins and revenue growth
- Ideally, fluency with RFP software, preferably with Responsive/RFPio
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days.
For additional information on iCapital, please visit https://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/