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About the role
Key responsibilities & impact- Collaborate with Sales partners to produce complex, high quality proposals
- Manage overall project requirements and milestones
- Communicate proactively and coordinate internal strategy meetings
- Outsource questions, format documents, create compliance-approved custom content, and provide document quality review
- Oversee project milestones and ensure output is consistent with all required proposal standards and business objectives
- Coordinate final document distribution and ensure external deliverables are met
- Train and mentor team members, and serve as a resource for market-specific support
- Clearly articulate challenges through verbal and written communication
- Collaborate with business partners to deliver consistent messaging in the marketplace
- Assist with internal content library maintenance
- Update internal tracking systems for real time reporting purposes
- Lead and serve as a key contributor on cross-functional projects and process enhancements
Requirements
What you’ll need- Bachelor's degree in a related field or an equivalent combination of education and work experience
- Understanding of investment and retirement terminology desirable but not mandatory
- Excellent interpersonal, project management, and organizational skills
- Demonstrated ability to work well under pressure with attention to detail
- Ability to think critically and draw from several resources to create simple, unified, persuasive output
- Build productive internal/external working relationships
- Proficiency with MS Office, PowerPoint, Adobe Acrobat, and Qvidian
- 2-6 years of experience in RFP/ pre-sales
Benefits
Comp & perks- A flexible work environment
- Fluid career paths
- Celebration of internal mobility
- Welcoming and inclusive environment
- Volunteering for causes that matter
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
project managementdocument quality reviewproposal standardscontent creationreal time reportingRFPpre-sales
Soft Skills
interpersonal skillsorganizational skillsattention to detailcritical thinkingcommunication skillsmentoringcollaboration
Certifications
Bachelor's degree
