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For Companies At a Glance
- Tasks: Manage RFP/RFI processes and collaborate with sales teams to win new business.
- Company: Join SS&C, a leading global provider in financial services with over 24,000 employees.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a team that shapes the future of investor servicing and client relationships.
- Qualifications: Self-motivated individuals with strong organisational and communication skills are encouraged to apply.
- Other info: Experience in UK financial services is preferred; flexibility and problem-solving skills are key.
The predicted salary is between 36000 - 60000 £ per year.
Sales Support and Bid Management – Manager
Company Overview
SS&C provides software and software-enabled services for the global financial services industry. SS&C has $19bn market capitalisation and more than 24,000 employees worldwide. Our head office is located in Windsor, Connecticut with offices throughout North America, Europe, Asia Pacific and Australia. SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles.
Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing, including contact centre, using digital services.
Department Overview
Business Development is part of the Sales organisation and supports business development and marketing activities related to the growth targets. The team plays an integral role in managing/coordinating RFPs/RFIs and the process supporting the engagement including internal briefings; coordinating the response; client meetings; workshops etc., all to support winning new business. This can include working with other businesses within SS&C. The team also supports this process for existing clients, alongside the Client Relationship team in support of retaining business.
To support the wider sales process, the team is also responsible for:
- Coordinating and supporting the use of the sales management software, Hubspot, across the team
- Developing our best practise in the provision of responses. Improving quality, bringing efficiencies across the process
- Owning and maintaining the use of the response database
- Managing the process to build/engage consultant relationships
- Working with Marketing to support lead generation and sales initiatives
- Ensuring we have up-to-date data and collateral available for the team to access and use
- Facilitation and tracking of management reporting
Responsibilities
You will be part of a team that’s building the company. This position will primarily focus on the RFP/RFI engagement process, working in partnership with the Sales team and the relevant external parties, alongside the internal response teams including, Change, IT, Operations, Compliance, Client Relationship and Senior Executives.
- Support the process for prospect clients and industry consultants
- Create and maintain excellent working relationships with the prospect client/consultant
- Work with all areas of the business as necessary to support the definition of the required system solution and business model
- Co-ordinate the response to RFI/RFP documents and any other similar requests ensuring deadlines and format requirements are met
- Delivery of a high-quality, accurate response within the set deadlines
- Ensure Loopio is regularly reviewed and contains up-to-date responses
- Own/build relationships across the business and with external parties
- Support the Sales team throughout the engagement
- Facilitate client visits/workshops as required throughout the sales process
- Prepare accurate and informative presentation materials
Experience, Skills & Qualifications
- A self-motivated, quality-driven individual
- Excellent organisational skills
- Good planning skills, with experience of meeting deadlines
- Commercial and client focussed with good influencing skills
- Good oral, written and presentation skills
- An understanding of the sales process
- Experience within the UK financial services market, with a preferred detailed product understanding of the middle office/fund accounting, wealth management and/or Life and Pensions sector
- Good product understanding of industry and regulatory developments
- Flexible and able to set own priorities
- Analytical but flexible with pragmatic problem-solving approach and capability to ‘think out of the box’
- Experience of working in a sales, consultancy or business process outsourcing environment
- Good awareness of FCA and European regulatory environments and trends
Locations
Bid Manager employer: SS&C Technologies
Contact Detail:
SS&C Technologies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Bid Manager
✨Tip Number 1
Familiarise yourself with the RFP/RFI process, as this role heavily involves managing these documents. Understanding the nuances of how to create compelling responses will set you apart from other candidates.
✨Tip Number 2
Build a strong understanding of the UK financial services market, particularly in areas like fund accounting and wealth management. This knowledge will help you engage effectively with clients and consultants during the sales process.
✨Tip Number 3
Network with professionals in the financial services sector, especially those who have experience with RFPs and client engagement. This can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 4
Demonstrate your organisational skills by preparing a mock RFP response or presentation. This will not only showcase your abilities but also give you practical experience that you can discuss during interviews.
We think you need these skills to ace Bid Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in bid management and sales support. Emphasise your organisational skills and any experience you have with RFP/RFI processes, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Bid Manager position at SS&C. Mention specific aspects of their business that resonate with you and how your skills align with their needs, particularly in the financial services sector.
Showcase Relevant Skills: Highlight your analytical and problem-solving skills in your application. Provide examples of how you've successfully managed deadlines and coordinated responses in previous roles, especially in a sales or consultancy environment.
Research the Company: Familiarise yourself with SS&C's services and market position. Understanding their client base and the financial services landscape will help you tailor your application and demonstrate your genuine interest in the company.
How to prepare for a job interview at SS&C Technologies
✨Understand the RFP/RFI Process
Make sure you have a solid grasp of the Request for Proposal (RFP) and Request for Information (RFI) processes. Be prepared to discuss how you would coordinate responses and manage deadlines, as this is a key part of the role.
✨Showcase Your Relationship-Building Skills
Highlight your ability to create and maintain excellent working relationships with clients and consultants. Prepare examples from your past experiences where you've successfully built rapport and influenced stakeholders.
✨Demonstrate Industry Knowledge
Familiarise yourself with the UK financial services market, particularly in areas like fund accounting and wealth management. Be ready to discuss recent industry developments and how they might impact the role.
✨Prepare High-Quality Presentation Materials
Since the role involves preparing presentation materials, practice creating clear and informative slides. Bring examples of your previous work to showcase your skills in delivering high-quality content.
