Sr Proposal Solution Consultant

Sr Proposal Solution Consultant

The Sr. Proposal Solution Consultant will manage their assigned proposals from end-to-end, including setting up project workspaces in the proposal database, scheduling and facilitating strategy calls, and developing accurate and tailored product-specific responses based upon a prospect or customer's requirements. Skills required include but are not limited to project management, the ability to work in a high-volume, fast-paced environment, document editing, coordinating/collaborating with internal team members, SMEs, and other partners, and deadline management.

The Sr. Proposal Solution Consultant will utilize their product knowledge, proven project management skills, including proactive, clear communication, and critical thinking with a focus on problem-solving and problem-resolution to complete their project tasks on schedule and with high quality.

Primary Responsibilities:

Participation in the Request for Proposal process to include:

Creating and managing workspaces and projects in Ombud

Serving as project lead for all assigned proposals, taking product first passes on virtually all components of a proposal

Primary expertise to focus on completing ALL functional components of proposals, including but not limited to:

HR, Payroll, Benefits, and Workforce Management

Following the proposal process, documented guidelines

Effectively managing all timelines while meeting internal and external deadlines

Producing high-quality, customized, and accurate responses to proposals

Working closely with external product partners, departments, and advisors to collaborate on completed portions

Working closely with the Sales, Pre-Sales, and product SMEs to ensure accuracy and timely submissions

Schedule and coordinate kick-off calls and/or strategy meetings and collaborative efforts with other assigned SMEs via tools (i.e., Ombud/Salesforce)

Assist in updating database content and collaborate with Proposal Services Curator(s)

Other Responsibilities:

Participate in product learning sessions/courses (scheduled/as needed)

Attend all Proposal Services team and offsite sales meetings

Manage and submit monthly expenses

Manage and complete project assignments as needed

Required Background and Skills:

Ability to effectively function within a team environment, including ongoing communication, relationship development, and teamwork with all Proposal, Pre-Sales, and Sales team members, as well as subject matter experts throughout the organization and with partners

Become proficient in the following tools: Ombud, Salesforce, Teams, SharePoint, Microsoft Office, Concur, and online proposal tools

Excellent written and verbal communication skills

Ability to handle multiple tasks under tight deadlines/constraints

Knowledge of Global Human Capital and Workforce Management needs, minimum five years of WFM/HCM/Payroll experience

Implementation experience is a plus

Critical thinking and research skills are required

Must be highly motivated and be able to work independently

College degree preferred

CPP and/or PHR/SPHR certification recommended

Proficient with current and upcoming technology trends

Knowledge proposal management tools desired