Proposal Manager

Proposal Manager

Full-Time No working from home possible
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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 global 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 high‑quality, timely offers with a strong win rate (client sign‑off)
  • Oversee and follow all elements of the upselling lifecycle, from high‑level 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 satisfaction across all aspects related to offerings (services/products, solutions, financials, and time‑to‑market)
  • Maintain accurate documentation such as sales reporting information in company tools (e.g., CRM), collecting estimations, providing contracts and consolidated proposals

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Contact Details:

Avaloq AG Recruitment Team