Senior Manager – Business Development Proposal Writer
| Company | Charles Schwab |
|---|---|
| Location | Lone Tree, CO, USA, California, USA, Westlake, TX, USA, Seven Hills, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years of relevant financial services experience in retirement plan administration or recordkeeping services; or stock plan administration
- 3+ years of experience in proposal writing and/or business communications required
- Proven ability to communicate technical information in a clear manner
- Strong business communication skills and command of the English language including grammar, sentence structure, and proofreading ability
- Ability to work well under pressure in a high-demand, deadline-driven environment
- Familiarity with industry standard proposal management tools (QVidian, RPAG, RFP Director, RFP360, Catapult, etc.)
- Ability to self-manage project details and work with different management levels within the organization
- Ability to operate independently and as part of a team
- Attention to detail is imperative
- Exceptional time management and organizational skills with demonstrated experience in managing multiple, deadline-driven projects
- Ability to quickly learn and gain in-depth understanding of existing and new products and services
- Excellent Microsoft suite skills
Responsibilities
- Prepare responses to Requests for Information (RFIs) / Requests for Proposals (RFPs) from prospects, consultants, and current clients
- Manage the proposal process from receipt of RFP through production and distribution to ensure on-time delivery
- Balance timelines for multiple proposal projects at once; including being prepared in advance for all scheduled internal project calls
- Coordinate the information gathering process from various sources (Proposal Knowledgebase, Sales, Subject Matter Experts, Business Acceptance, Investment Services, etc.) to ensure a high-quality proposal response
- Quickly and accurately respond to related follow-up questions and other miscellaneous information requests
- Work with Knowledgebase Manager to review and edit database proposal responses on a periodic basis
- Provide Quality Assurance reviews for Proposal team and other business partners
- Participate in continuous improvement and quality control projects to further enhance support of the business development sales process
Preferred Qualifications
- 5+ years of experience in proposal writing and/or business communications
- Experience working with AI software
- Bachelor’s degree