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Senior Proposal Specialist
3 months ago
The Proposal Specialist Sr is responsible for providing support to the Canadian Sales organizations in the development of customized client deliverables (i.e. proposals, quotes, requests for information, presentations, etc.). Incumbents will be responsible for bringing together the efforts of Sales, Operations, Services Practices, and various other resources to ensure the timely coordination and creation of client documentation (creative, legal, and business content) while meeting client-driven deadlines. This role will be supporting Insight's growing Canadian presence in the market.
What you'll do at Insight
- Manages proposal process by scheduling and facilitating proposal calls, communicating and tracking bid assignments, and controlling/completing the proposal response document from initial draft to final submission.
- Acquires and retains a broad understanding of legal, bid, and contract management processes to mitigate risk.
- Ensures company policies regarding review, approval, and signature authority are followed during the bid process.
- Conducts business and/or legal reviews for all assigned opportunities as required.
- Follows all RFP bid processes and coordinates the review process, as well as proofreading/editing documents.
- Develops proposal responses for assigned bid opportunities working with sales, technical, and services organizations.
- Analyzes client RFPs to understand the bid response, develop win strategies, review company requirements, and terms and conditions.
- Supports maintenance of boilerplate content, adding new content, editing, reviewing and/or retiring content as needed in the SharePoint portal.
- Works collaboratively with teams in varying geographic locations and varying roles within the organization.
- Contributes to Bid Management initiatives as requested.
- Manages and drives larger, more complex, and important strategic opportunities within the marketplace.
- Continually strives to understand and relate Insight's value-add proposition to all proposal submittals.
- Develops a practical knowledge of Insight's offerings, including Hardware, Software, and Services.
- Tracks submitted opportunities for win/loss measurement.
- Interfaces with Proposal Manager and sales management regarding bidding issues requiring escalation.
- Supports other departmental functions and projects as directed / required by management.
- Bachelor's degree (B.A.) from a four-year College or university in General Business required.
- Bilingual fluency in French and English required.
- Five years professional work experience in a sales environment, bid/proposal development, or related field and/or training; or equivalent combination of education and experience.
- Excellent communication skills with the ability to share information and ideas both verbally and in writing.
- Exceptional writing skills to succinctly capture Insight's value to the client.
- Strong organizational skills including accuracy, timeliness, and detail-oriented with the ability to work under pressure, managing multiple activities to meet established goals in a deadline-driven environment.
- Experience working in services, solutions, or consulting services is strongly preferred.
- Ability to establish and maintain effective relationships and gain the trust of those being supported.
- Works well with others at various levels within the organization.
- Exhibits high levels of energy and maintains a positive and professional attitude.
- Team player focused on team goals and prioritizing own work to ensure those goals are met.
- Open to changing environment and adopts business changes.
- Actively seeks development opportunities to increase knowledge and meet company training requirements.
- Intermediate or above working knowledge of Microsoft Office including Outlook, Word, Excel, and PowerPoint.
Posting Notes: Montreal || Quebec (CA-QC) || Canada (CA) || Sales/Business Development || None || CA - Montreal, QC || #J-18808-Ljbffr