Proposals & Content Management

Role Overview:

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.

Key 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 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

Qualifications & Experience:

- 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 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, client satisfaction with proposal quality