销售支持经理(方案经理)
MANAGER, SALES SUPPORT (PROPOSAL MANAGER)
概述
提案经理将负责客户响应的开发和协调,包括RFP、RFI、客户问卷及相关项目。该职位负责管理提案时间表,组织需求,识别内容缺口,协调专家意见,并制作清晰、以客户为中心的内容。
该职位需要一位能够独立推进项目的提案专业人员,同时在团队支持下工作。理想的候选人能够从战略角度思考客户需求,提出有效的后续问题,识别内容薄弱或不完整之处,并将问题上报给内部专家。强大的写作判断力、项目责任感、协作信心以及将复杂业务信息转化为精炼提案内容的能力是必不可少的。
除了积极的提案支持外,提案经理还将支持内容治理计划。这包括在Responsive中维护可重复使用的内容,支持提交后的审计,提高资料库准确性,减少过时、重复或无关(ROT)记录,加强AI辅助的提案流程,并创建可重复使用的销售资产,以提高未来响应的质量和速度。
职责
主要职责
- 从接收阶段到提交阶段,管理指定的RFP、RFI、客户问卷及相关提案项目。
- 审阅客户需求、说明、评分标准、附件、门户和截止日期,制定清晰的工作计划。
- 制定提案时间表,跟踪行动项,管理截止日期,并与内部贡献者跟进。
- 使用已批准的内容、以往提交的材料、提案资料库和其他已批准来源撰写提案初稿。
- 撰写、修改并定制提案内容,确保其清晰度、合规性、客户相关性、语气和战略定位。
- 识别提案内容中的缺口,并确定需要从专家处获取的信息。
- 协调专家意见:准备明确的请求,跟进,并帮助将专家反馈转化为客户可用的内容。
- 与销售和客户经理合作,确保提案内容符合解决方案策略、客户需求、价值主张和项目优先级。
- 通过检查回应是否直接回答客户问题并遵循所需格式,确保提案合规性。
- 管理附件、图表、认证、补充文件及其他所需的支撑材料。
查看英文原文
Overview
The Proposal Manager will lead the development and coordination of client-facing responses, including RFPs, RFIs, client questionnaires, and related projects. This role is responsible for managing proposal timelines, organizing requirements, identifying content gaps, coordinating input from SMEs, and producing clear, client-focused content.
This position requires a proposal professional who can manage active pursuits with limited direction but with the support of a team. The ideal candidate can think strategically about client needs, ask effective follow-up questions, recognize weak or incomplete content, and escalate issues to internal SMEs. Strong writing judgment, project ownership, collaborative confidence, and the ability to translate complex business information into polished proposal content are essential.
In addition to active proposal support, the Proposal Manager will support content governance initiatives. This includes maintaining reusable content in Responsive, supporting post-submission audits, improving library accuracy, reducing outdated or duplicative/trivial (ROT) records, strengthening AI-assisted proposal workflows, and creating reusable sales assets that improve future response quality and speed.
Responsibilities
Key Responsibilities
- Manage assigned RFPs, RFIs, client questionnaires, and related proposal projects from intake through submission.
- Review client requirements, instructions, scoring criteria, attachments, portals, and deadlines to create a clear work plan.
- Build proposal schedules, track action items, manage deadlines, and follow up with internal contributors.
- Develop first-draft proposal responses using approved content, prior submissions, the proposal library, and other approved sources.
- Write, revise, and tailor proposal content for clarity, compliance, client relevance,
tone, and strategic positioning.
- Identify gaps in proposal responses and determine what information is needed from SMEs.
- Coordinate SME input: prepare clear requests, follow up, and help translate SME feedback into client-ready content.
- Partner with Sales and Account Management to align proposal content with solution strategy, client needs, value proposition, and pursuit priorities.
- Support proposal compliance by checking that responses address client questions directly and follow required formats.
- Manage attachments, exhibits, certifications, supplemental documents, and other supporting materials required for proposals with the support of the broader team.
- Use proposal automation and AI tools responsibly to accelerate drafting, improve consistency, and standardize content while validating accuracy against approved sources.
- Support post-submission audits to identify new, updated, or improved content that should be captured for future reuse.
- Maintain and improve the proposal content library, including standard answers, boilerplate content, case examples, location information, solution descriptions, and reusable proposal language.
- Help reduce redundant, outdated, and trivial (ROT) content through identification and removal or re-writes.
- Support tagging, categorization, and content lifecycle processes in the proposal library.
- Coordinate SME review cycles for high-use, high-risk, or frequently changing content.
- Support broader organizational initiatives when proposal content, sales messaging, or internal knowledge assets are needed.
- Maintain strong working relationships with Sales, Account Management, SMEs, Compliance, Marketing, Operations, and leadership.
- Track proposal status, open items, risks, and blockers, escalating when deadlines, missing content, or quality concerns require leadership attention.
- Contribute to process improvements that improve proposal quality, reduce rework, increase content reuse, and improve responsiveness.
Qualifications
Skills and Qualifications
- 5+ years of experience managing RFPs, RFIs, client questionnaires, sales proposals, or complex business responses in a B2B or BPO environment.
- Strong proposal writing, business writing, editing, and content development skills.
- Ability to translate technical, operational, compliance, and service delivery information into clear, client-facing language.
- Strong project management skills, including deadline management, task tracking, stakeholder follow-up, and prioritization.
- Confidence working with SMEs and senior stakeholders, including the ability to ask direct questions, clarify incomplete answers, and follow up in a professional manner.
- Strong attention to detail, especially around compliance, formatting, response accuracy, submission requirements, and content organization.
- Ability to manage multiple proposal deadlines and competing priorities during high volume seasons.
- Strong Microsoft Office skills, especially Word, PowerPoint, Excel, and SharePoint.
- Excellent written and verbal English communication skills.
- Understanding of content governance, maintenance, and updating.
- Experience with proposal platforms such as Responsive, Loopio, Qvidian, or similar tools preferred.
- Experience using AI tools for drafting, summarization, rewriting, and content standardization preferred.
- Strong business judgment and ability to understand client needs, value propositions, and solution strategy preferred.
- Experience supporting sales teams, account management teams, marketing teams, or revenue organizations preferred.
- Experience in BPO, contact center, customer experience, revenue operations, outsourcing, or other complex service industries preferred.
- Bachelor’s degree in English, Communications, Marketing, Journalism, Technical Writing, or related field preferred, or equivalent professional experience.
- Experience with Canva or similar tools helpful but not required.
Originally posted on Himalayas