Proposal Manager

Job Description

This is an exciting opportunity for an experienced client administrator with a background in Financial Services to join Avaloq’s Edinburgh office as a Proposal Manager. As part of the global Offering team, you will drive upselling activities across assigned clients and act as a key link between the Key Account Manager and delivery teams (Solutions, Projects and Run). Your role will entail creating strong proposals, healthy margins and high rate of customer satisfaction.

• Contribute to meeting yearly upselling targets by producing high quality, timely offers with a strong win rate (client sign off)
• Oversee and follow all elements of the upselling lifecycle, from high level estimation to final offering
• Act as a Project Manager, managing time, quality, budget, and approvals for offers, serving as the SPOC for the client, KAM, and all required stakeholders, including third parties
• Support KAMs in establishing productive relationships with managed customers, ensuring customer satisfaction across all aspects related to offerings (services/products, solutions, financials, and time to market)
• Maintain accurate documentation such as sales reporting information in company tools (e.g., CRM), collecting estimations, providing contracts and consolidated proposals