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Sales Enablement, Americas RFP Team, Officer

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State Street

22d ago

  • Job
    Full-time
    Mid & Senior Level
  • Marketing
    Business, Operations & Strategy
  • Quincy
  • Quick Apply

AI generated summary

  • You must be detail-oriented with strong communication skills, project management experience, and RFP knowledge. Proficiency in MS Office, a positive attitude, and teamwork are essential.
  • You will manage client proposals, customize RFPs, oversee the process from kick-off to submission, maintain product messaging, and support the RFP database while addressing stakeholder inquiries.

Requirements

  • Detail-oriented with excellent project management and organizational skills.
  • Strong verbal and written communication and interpersonal skills.
  • Ability to work independently and as part of a team in a large global organization.
  • Initiative and ability to work well under pressure and time constraints.
  • Ability to interact effectively with deal leads, relationship managers, and subject matter experts.
  • Knowledge of Microsoft Office, especially Word, and ability to quickly learn internal systems. Experience with RFP workflow (preferably Responsive / RFPIO) is a plus.
  • Positive attitude and high level of professionalism.
  • Membership in APMP, the leading global organization for proposal management professionals.
  • College education required.
  • Industry experience preferred. Experience creating technical, strategy-focused RFP responses is a significant plus.
  • Knowledge of financial services markets and products.
  • Excellent English writing, proofreading, and editing skills.
  • Highly detail-oriented.
  • Exceptional project and time management skills.
  • Highly collaborative team player.
  • Experience with RFP software (e.g., Responsive, Loopio, Qvidian).
  • Excellent communication skills.
  • Strong MS Office skills, especially MS Word.

Responsibilities

  • Manage client proposals, due diligence, and consultant questionnaires related to asset servicing products.
  • Customize RFPs to highlight the company’s commitment to client service and innovation.
  • Oversee the response process from kick-off to submission, ensuring milestones and deadlines are met.
  • Maintain consistent product messaging and updated language in responses.
  • Work with deal leads and content owners to create accurate, compelling content.
  • Assist in enhancing and maintaining the RFP response database.
  • Adhere to the formal RFP production, back-up, and review process.
  • Handle follow-up work for RFPs moving to the next phase.
  • Oversee the production of final proposals.
  • Field ad-hoc questions from stakeholders.

FAQs

What is the primary role of the Proposal Manager in the RFP team?

The Proposal Manager is responsible for managing client proposals, due diligence, and consultant questionnaires related to asset servicing products, ensuring that projects are completed on time and meet risk standards.

What kind of experience is preferred for this role?

Industry experience is preferred, with significant experience in creating technical, strategy-focused RFP responses being a significant plus.

Is membership in any professional organizations recommended?

Yes, membership in APMP, the leading global organization for proposal management professionals, is preferred.

What skills are essential for success in this role?

Essential skills include being detail-oriented, having excellent project management and organizational skills, strong verbal and written communication abilities, and the capacity to work independently and as part of a team in a large global organization.

What tools and software knowledge is required for this position?

Knowledge of Microsoft Office, especially Word, is required, along with experience with RFP software such as Responsive, Loopio, or Qvidian being a plus.

Is there support for professional development within the company?

Yes, the company offers a wealth of development programs and educational support to help employees reach their full potential.

What is the approach to inclusion and diversity at State Street?

State Street values diverse backgrounds and experiences and aims to create an inclusive environment where everyone can thrive. They actively engage with communities and have programs that support employee connection and engagement.

What are the expected work hours for this position?

The job is expected to align with standard working hours, with flexibility offered through the Flexible Work Programs.

What benefits are offered for this position?

The benefits package includes competitive medical care, insurance and savings plans, among other perks designed to support employees in their professional and personal lives.

What is the salary range for this position?

The salary range for this position is $65,000 - $102,500 annually, depending on the candidate's experience and location.

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State Street

We’re at the heart of financial services. And our clients are at the heart of everything we do.

Finance
Industry
10,001+
Employees
1792
Founded Year

Mission & Purpose

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future.

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