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Job Description
Department Overview – Group Commercial
The Group Commercial unit englobes the Sales, Relationship Management, Client Services, Marketing, and Product Development teams of IQ-EQ. Group Commercial is the department responsible for the retention of our existing client base in coordination with the rest of the Group, and responsible for overseeing business growth efforts on behalf of IQ-EQ.
One of our key objectives is to grow our profitable portfolio of clients, manage the existing relationship, building long-term relationships, and to ensure the full satisfaction with the services received from IQ-EQ.
Department Overview – Sales Operations & Enablement
Sales Operations is responsible for:
- Ensure the efficiency and effectiveness of Commercial activity across the broader team
- Increase sales effectiveness and productivity by providing centralized content deliver business productivity and efficiencies of day-to-day processes
- To embed global disciplines & consistencies
- Delivery of first-class proposals / RFPs
- Management, maintenance, and reporting of GSS Commercial budgets
- Management of regular and ad hoc Sales Operations Communications
- Data intelligence and reporting to drive sales and management MI
- Identify Risks to plan and remediation planning and execution
THIS JOB
An essential role that supports the proposal development process, securing new business and strengthening existing client relationships. You’ll coordinate and produce the bid (RFI, RFP, etc.) document for Tier 2 and 3 deals and contribute to maintaining the bid database. You will also be supporting a proposal manager on key strategic and transformational opportunities.
As IQ-EQ Bid Support, you will be an organised, detail oriented and the ability to work under pressure with demanding deadlines. You'll be the glue that holds our bid process together, assisting with research, data gathering, document formatting, and logistics. Your skills and dedication will be instrumental in securing new business.
Role & Responsibilities
Proposal development and management:
- Lead the proposal creation process from receipt to final submission, ensuring compliance with bid requirements, client timeframes and IQ-EQ strategy.
- Coordinate proposal input from subject matter experts across the organization to validate and gather new responses
- Champion internal proposal timelines, collaboration tools, document management and version control best practices
- Contribute to the maintenance of the bid database by enhancing existing content, sourcing new content and remaining up to date with database produce developments
Client engagement and relationship building:
- Collaborate with sales teams to gather expertise and ensure a unified winning approach
- Present proposals for clients with confidence and professionalism, answering questions and addressing concerns effectively
- Gather feedback from clients and internal stakeholders to refine proposal processes and continuously improve proposal success rates
Communication and collaboration:
- Maintain clear and concise communication with internal and external stakeholders throughout the proposal development process.
- Collaborate effectively with colleagues across different departments to ensure proposals are comprehensive and integrated.
- Foster a culture of teamwork and excellence within the proposal team.
- Contribute to the bid team’s reporting and KPIs
Qualifications
ABOUT YOU
- You have proven experience in developing and delivering winning proposals in a professional services environment.
- You have strong organisation and communication skills
- You have excellent project management and organizational skills.
- You have an understanding of the financial services industry and IQ-EQ's service offerings.
- You have a results-oriented approach with a passion for exceeding client expectations.
- You have proficiency in proposal management software tools (e.g., RFPIO/Responsive, Proposify, Qvidian).
Competencies
Commercial Skills:
- You have the ability to build effective relationship
- You have knowledge of IQ-EQ product offering
- Political Acumen
- You have the ability to identify and exploit new opportunities
Leadership skills:
- You are highly skilled communicator including ability to think and write creatively
- You show personal commitment to development/self awareness and takes action to continuously improve
- You take on new opportunities and tough challenges
Soft / interpersonal Skills:
- You have the ability to collaborate with colleagues
- You have the ability to manage priorities, plan and meet deadlines
- You thrive under pressure and possesse resilience
- You have networking skills
- You are results driven
- You have adaptability and flexibility
- You have presentation and negotiation skills
- You have creativity and problem solving
- You have initiative, drive and enthusiasm
Additional information
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
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