Proposal Management Associate (Investments North America)

The Role

• Take ownership for developing project plan and coordinate/track proposal-related activities to ensure all deadlines are met in line with client requirements
• Create the shell/template/strawman of questions for the proposal based on the client RFP
• Assist in identifying resources to support the proposal
• Develop information and company generic content in a way that is relevant to a particular proposal
• Take version control of master copy of proposal document and ensure it is kept up to date with material/input provided by members of the team assigned to work on the bid
• Review proposal for consistency and compliance with RFP
• Schedule necessary review(s) of the proposal document and finalize content with the sales lead
• Support ongoing work to maintain library of proposal boilerplate
• Promote best practices associated with proposal/bid management
• Provide input to post-bid debriefs and contribute ideas as part of ongoing initiatives to improve bid processes and/or the quality of submissions
• Archive submitted proposals and maintain an inventory listing of all completed proposals
• Perform POC role for cross business/cross LOB opportunities

The Requirement

• Bachelor’s degree in Business, Marketing, Communications, English, Journalism or other related field
• Minimum 5-year experience in a bid/proposal management role
• Leadership and presentation skills – ability to influence and gain the commitment of a cross-functional bid team in order to successfully carry out a winning submission
• Working knowledge of web-based sales and RFP response technology solutions such as Loopio, RFP 365, Qvidian, etc. preferred
• Ability to collaborate and work across all levels of the organization, work in teams, leverage the resources of other related groups to accomplish common objectives, and work on virtual teams across geographies
• Ability to adapt to shifting priorities, multiple competing demands, ambiguity, and frequent change
• Experience of facilitating meetings and discussions in person and online, ensuring that all viewpoints, ideas, and problems are addressed
• Experience of preparing and presenting information to small and large audiences and of responding to questions from stakeholders at all levels
• Must be flexible on working hours to attend meetings based on demands of the bid
• Excellent communication skills along with strong writing and editing skills required
• Excellent project management skills required along with a strong sense of ownership
• Ability to work on multiple tasks in a fast-paced environment while adhering to strict deadlines is a must
• Good command of MS Word, PowerPoint and Excel. Adobe InDesign experience an advantage, not essential

Nice to have:

• Experience of working in a professional services organization
• Creative writing or copywriting
• Experience in graphic design, information design and multimedia
• APMP accreditation

WTW is an Equal Opportunity employer.