Portfolio Solutions & Proposals Manager
Salary undisclosed
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Key Responsibilities:
Portfolio Solutions Development:
Proposal Management:
Client and Stakeholder Engagement:
Financial Analysis and Pricing:
Quality Control and Continuous Improvement:
Market Intelligence:
Team Collaboration and Leadership:
Compliance and Risk Management:
Portfolio Solutions Development:
- Analyze client requirements and develop tailored portfolio solutions that are cost-effective and align with client objectives
- Collaborate with internal teams to design comprehensive service offerings that integrate Transaction Management, Lease Administration, and Occupancy Planning
- Stay current with market trends and best practices in portfolio management to ensure innovative solutions
Proposal Management:
- Lead the end-to-end proposal process for new business opportunities and contract renewals
- Coordinate with subject matter experts, sales teams, and leadership to gather necessary information and develop winning proposals
- Ensure proposal content is accurate, compelling, and aligned with client needs and company capabilities
- Manage proposal timelines and deliverables to meet submission deadlines
Client and Stakeholder Engagement:
- Participate in client meetings and presentations to understand requirements and present portfolio solutions
- Collaborate with regional and global colleagues to leverage expertise and resources for proposal development
- Maintain strong relationships with internal stakeholders to ensure seamless proposal creation and delivery
Financial Analysis and Pricing:
- Develop pricing strategies for portfolio solutions that are competitive and profitable
- Conduct financial analysis to support proposed solutions and demonstrate value to clients
- Work with finance teams to ensure accurate cost modeling and pricing structures
Quality Control and Continuous Improvement:
- Implement and maintain quality control processes for all proposals and portfolio solutions
- Analyze win/loss data to identify areas for improvement in the proposal process and solution offerings
- Develop and maintain proposal templates, content libraries, and best practices documentation
Market Intelligence:
- Monitor industry trends, competitor activities, and client feedback to inform portfolio solution strategies
- Contribute to the development of new service offerings and enhancements to existing portfolio solutions
Team Collaboration and Leadership:
- Mentor and guide junior team members in proposal development and portfolio solution creation
- Foster a collaborative environment that encourages knowledge sharing and innovation
- Participate in cross-functional projects to improve overall business performance
Compliance and Risk Management:
- Ensure all proposals and portfolio solutions comply with company policies, legal requirements, and industry regulations
- Identify and mitigate potential risks associated with proposed solutions and contract terms