Proposal Manager

Avaloq AG; City of Edinburgh; On-site; GBP 70,000 - 95,000; Full time

Job summary

Avaloq AG in Edinburgh is seeking an experienced Proposal Manager to join the 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).

In this role, you will create strong proposals, maintain healthy margins and strive for high customer satisfaction by coordinating time, quality, budgets and approvals for offers while ensuring accurate documentation in CRM and other tools.

Qualifications

• Experience in client administration within financial services.
• Ability to manage timelines, budgets and approvals for offers.
• Proven track record creating high-quality proposals with strong win rates.

Responsibilities

• Create high-quality proposals with healthy margins and timely offers.
• Oversee upselling lifecycle from estimation to final offering.
• Act as the SPOC for client, KAM and delivery teams (Solutions, Projects and Run).
• Support KAMs in building productive relationships with managed customers and ensure satisfaction.
• Maintain documentation and sales reporting in company tools like CRM.

Skills

Proposal management

Stakeholder management

CRM tools

Financial services domain

Tools

CRM software

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 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