Proposal Manager - Edinburgh
Company Description
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.
We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.
Job Description
This is an exciting opportunity for an experienced client administrator with a background in Financial Services to join Avaloq's Edinburgh office as a Proposal Manager. As part of the integral Offering team, you will drive upselling activities across assigned clients and act as a key link between the Key Account Manager and delivery teams (Solutions, Projects and Run). Your role will entail creating strong proposals, healthy margins and high rate of customer satisfaction.
- Contribute to meeting yearly upselling targets by producing highquality, timely offers with a strong win rate (client signoff)
- Oversee and follow all elements of the upselling lifecycle, from highlevel estimation to final offering
- Act as a Project Manager, managing time, quality, budget, and approvals for offers, serving as the SPOC for the client, KAM, and all required stakeholders, including third parties
- Support KAMs in establishing productive relationships with managed customers, ensuring customer satis
📌 Proposal Manager (Casco)
🏢 Avaloq
📍 Casco