Senior Sales Support Officer

Job Description

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.

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 


About the Role:

This strategic role plays a pivotal part in our success by leading the development and delivery of winning proposals that secure new business and strengthen existing client relationships. You'll be the architect of compelling narratives, the translator of complex solutions, and the champion of IQ-EQ's value proposition in every proposal you create.

As a Senior Sales Support Officer at IQ-EQ, you will play a key role in securing new business and strengthening existing client relationships by crafting compelling proposals that showcase the value of IQ-EQ’s products and services. You will be a strategic thinker, a skilled communicator, and a master of understanding client needs and translating them into winning proposals.


Role & Responsibilities:

Proposal development and management:

  • Lead the proposal creation process from RFP receipt to final submission, ensuring alignment with client needs and strategic objectives.
  • Collaborate with subject matter experts across the organization to gather in-depth insights and tailor solutions to client challenges.
  • Craft persuasive and engaging narratives that showcase IQ-EQ's unique capabilities and differentiate us from the competition.
  • Manage proposal timelines, budgets, and resources effectively to deliver high-quality documents on time and within budget.

Client engagement and relationship building:

  • Partner with sales teams to understand client needs, build relationships, and actively participate in the sales cycle.
  • 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.


  • Proven experience in developing and delivering winning proposals in a professional services environment.
  • Strong writing and communication skills with the ability to tailor content to different audiences.
  • Excellent project management and organizational skills.
  • A deep understanding of the financial services industry and IQ-EQ's service offerings.
  • A results-oriented approach with a passion for exceeding client expectations.
  • Proficiency in proposal management software tools (e.g., Proposify, Qvidian, RFPIO).



Commercial Skills:

  • Ability to build effective relationship
  • Knowledge of IQ-EQ product offering
  • Executive Connectivity
  • Political Acumen
  • Ability to identify and exploit new opportunities


Soft / interpersonal Skills:

  • Excellent communication skills
  • Advanced negotiation skills
  • Ability to collaborate with colleagues
  • Good planning and organisational skills
  • Copes well under pressure and possesses resilience
  • Networking skills
  • Results driven
  • Adaptability and flexibility
  • Presentation and negotiation skills
  • Creativity and problem solving
  • Initiative, drive and enthusiasm
  • Resilience - evidence of being in a high profile, high pressure role where delivering sustainable and profitable growth are key


Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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