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About the role
Key responsibilities & impact- Collaborate with Group Retirement Sales, Relationship Management, Consultant Relations, Product and Pricing teams to shape competitive, strategic bids and maximize win probability
- Own the deal management operation, creating efficient workflows from proposal to signature; mitigate risks by enforcing compliance with pricing and other models
- Serve as first point of contact for complex or non-standard terms, engage directly with stakeholders to resolve issues or objections
- Manage and mentor the team fostering a culture of winning, high performance, accountability and continuous development; this includes RFP content, bid unit and deal coordination
- Utilize CRM data to monitor pipelines, identify bottlenecks and provide insights to leadership regarding bid performance and profitability
- Identify, design and implement process improvements, including tools, to drive efficiency, reduce manual work, and improve stakeholder satisfaction across
Requirements
What you’ll need- 7+ experience in deal management or sales operations with at least 3 years in a leadership role within a financial services B2B environment
- Experience with retirement plans (ERISA and non-ERISA) preferred
- Strong understanding of bid economics and product profitability
- Expertise in CRM systems (e.g., Salesforce) and proposal tools
- Proven ability to manage teams, develop talent, drive change and influence stakeholders
- Strategic thinker with growth mindset
- Exceptional written and verbal communication skills, with the ability to present analyses clearly to senior leaders
- Culture carrier and both team leader and team player
- Bachelor’s degree in Finance, Economics or Business
Benefits
Comp & perks- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
deal managementsales operationsbid economicsproduct profitabilityCRM systemsproposal toolsprocess improvementsworkflow managementdata analysisstakeholder engagement
Soft Skills
team managementtalent developmentchange managementinfluencestrategic thinkinggrowth mindsetwritten communicationverbal communicationteam leadershipteam collaboration