Job Description

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Job title

Proposal Writer - Platform Sales - Sales Enablement Group

Short description

The Sales Enablement Group is part of the Platform Sales organisation, ultimately reporting to the Head of Platform Sales in New York. The group\'s core objective is to help the firm win business by building the best sales collateral in the shortest amount of time, whilst minimising the time involved from sales, product and other subject matter experts. The role involves working with senior management, sales, client management and subject matter experts to collaborate in the writing and customizing of proposals.

Posting description

Reporting to the Regional Proposal Manager, the Proposal Writer is responsible for the development and creation of customized, compelling and persuasive proposals and pitchbooks for prospective and existing clients.

The role involves working with senior management, sales, client management and subject matter experts to collaborate in the writing and customizing of proposals. The proposal writer will utilize and contribute to a centrally managed database of component material whereby metrics and narrative are captured and leveraged globally, develop an understanding of the proposed solution, and incorporate bid strategy, organizational positioning and supporting messages and benefits into the proposals.

Job responsibilities

• Coverage of in-region proposal projects and accounts primarily across EMEA and other regions as required
• Manage proposals and relationship documents, utilizing excellent written communication.
• Project manage multiple documents with different stakeholders and tight deadlines (local and regional).
• Review and analyze proposal needs, to determine key project requirements and construct tailored materials which correspond to the client\'s needs.
• Generate initial draft using content knowledge database and other sources.
• Organize team of subject matter experts and coordinate and solicit their timely input.
• Collaborate with senior management and sales staff to ensure that proposals meet client/prospect requirements and reflect bid strategy.
• Deep understanding of the end-to-end sales workflow across functions and lines of business
• Manage the deal process and provide consultative input and direction toward completion.
• Proactively identify risks and red flags inherent in functions, interaction with clients/internal partners and controls risks
• Manage project governance and facilitate oversight of project implementation and status throughout the deal lifecycle
• Leverage all information from multiple stakeholders and synthesize it into a presentable, professional, and proposals to be aligned with firm branding.
• Coordinate with subject matter experts and content manager to update central knowledge base as responses are created, developed and enhanced.
• Build and maintain relationships with internal clients over a widespread geographic region, understand cultural nuances, including language requirements
• Engage and communicate effectively with Regional Proposal Manager to apprise of activity in the region
• Maintain and continually refine team Standard Operating Procedures (SOPs), detailing step-by-step processes for BAU activities.
• Represent the best interests of Platform Sales and the Sales Enablement Group as your first goal in any interaction.

Required qualifications, capabilities, and skills

• Pre-sales, business development, communications, or marketing
• Experience with proposals, presentations and/or content management databases (QPA strongly preferred, Salesforce a plus)
• An understanding of securities services industry and products is a plus
• Bachelor\'s degree (BA or BS) in finance and business preferred, or other communications-related field (Journalism, Marketing, Advertising)
• Advanced degree or Post-graduate diploma, preferred but not required
• Advanced proficiency with MS Word, Excel, PowerPoint, required

Preferred qualifications, capabilities, and skills

Skills

• Proven ability to engage stakeholders from across the business and form effective working relationships
• Strong project management skills with the ability to manage tight schedules and deadlines
• Strong organizational skills and ability to operate with excellent attention to detail with the ability to continually re-assess priorities
• Strong interpersonal skills with the ability to influence stakeholders at all levels to manage successful project execution
• Excellent verbal and written communication skills, with a thorough knowledge of American and British English language, grammar, spelling, punctuation, and usage, as well as the Associated Press (AP) style guide
• Ability to handle/deliver tough conversations
• Data driven mind-set with ability to synthesize insights and data points effectively
• Team management and career development experience

Behavior/Attitude:

• Behave and operate at all times as a team player and a professional
• Represent the best interest of Platform Sales and the Sales Enablement Group as first goal in any interaction
• Demonstrate commitment to acquiring new knowledge and skillsets
• Ability to collaborate with cross-functional teams and build relationship with team members across the globe on various tasks and special projects
• Demonstrate confidence, assertiveness, and professionalism to partner closely with all levels of management
• Self-starter with sound judgment and ability to operate independently and apply initiative
• Treat all colleagues with fairness and respect
• Always have a risk conscious mindset
• Strive to find creative ways to add value during the course of all BAU tasks and internal group projects
• Demonstrate confidence, assertiveness, and professionalism to partner closely with all levels of management

About Us:

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world\'s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team:

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world\'s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.

JPMorgan Chase