Brief Description
- Provide Bid Desk Operational Support: Deliver essential operational support for all Due Diligence Questionnaires (DDQs) and broader Bid Desk activities.
- Manage End-to-End Proposal Process: Oversee the completion of high-value Requests for Proposals (RFPs), security questionnaires, and vendor onboarding forms on behalf of the Sales team.
- Coordinate Cross-Functional Execution: Manage time-sensitive cases by coordinating input and completion efforts across Sales, Security, Privacy, Risk, Legal, and Financial Crimes teams.
- Handle Inbound Requests & Project Management: Proactively manage incoming Sales requests via Salesforce Cases, project managing each bid through to completion.
- Utilize Third-Party Tools: Operate and manage third-party software tools (e.g., Loopio) for importing, tracking, and completing RFP/DDQ requests.
- Drive Process Improvement: Build strong collaborative relationships across functional areas and identify/recommend best practices and process improvements for the Bid Proposal team.
Qualifications & Experience
- Bid Management Expertise: Experience managing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires.
- CRM Proficiency: Proficient in using Salesforce; strong experience with Salesforce Case management is highly advantageous.
- Stakeholder Management: Excellent communication and stakeholder management skills, with proven ability to interact daily with Sales and cross-functional partner teams.
- Project Management: Exceptional prioritization and organizational skills, with the ability to manage multiple time-sensitive requests concurrently.
Skillsets / Hiring requirements
- Bid Management Expertise: Core expertise in Due Diligence Questionnaire (DDQ) support (majority workload); experience with Requests for Proposals (RFPs) is a plus.
- Stakeholder Collaboration: Ability to effectively coordinate with internal stakeholders and process Account Executive (AE) requests efficiently.
- Tool Proficiency: Proficient in using bid management tools such as Loopio (RFP/DDQ catalog), Microsoft Word, and Adobe for questionnaire completion and handling.
- Organizational Skills: Strong project management and time management skills; comfortable performing repetitive tasks with high accuracy.
Sample tasks include (but are not limited to)
- Manage Client Onboarding Documentation: Oversee the processing of questionnaires for new client onboarding, routing them efficiently to cross-functional teams for necessary review and approval.
- Utilize Bid Management Software: Load and manage questionnaires within Loopio for efficient RFP and DDQ handling, managing volumes of 100500 questions per DDQ with time-sensitive turnaround times.
- Ensure Policy Compliance: Complete all questionnaires by leveraging and applying approved policy language sourced from established knowledge repositories.
- Handle Varied Inquiries: Address a spectrum of inquiries ranging from simple policy confirmations to complex, ambiguous issues requiring strategic escalation.
- Track and Communicate Status: Meticulously assign and track all issues within Loopio according to documented processes, ensuring timely communication with Account Executives (AEs) regarding completion status.
