Proposal Manager

Avaloq Group; City of Edinburgh; Hybrid; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Hybrid work

Flexible working hours

Job summary

Avaloq Group in Edinburgh is seeking an experienced Proposal Manager to join the Offering team and drive upselling across assigned clients from the Edinburgh office. You will bridge the Key Account Manager and delivery teams to craft compelling proposals with healthy margins and high customer satisfaction.

The role demands strong coordination, English fluency, and the ability to manage multiple stakeholders.

Qualifications

• Experience in coordination, governance or administrative role within Financial Services.
• Business School degree or Bachelor in Economics / Business Administration.
• Excellent communication; fluent in English; ability to manage a range of stakeholders.
• Detail-oriented mindset with effective organizational and coordination skills.
• Ability to work independently while also collaborating with the team to provide support.

Responsibilities

• Contribute to meeting 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 required stakeholders including third parties.
• Support KAMs in establishing productive relationships with managed customers, ensuring customer satisfaction across offerings (services/products, solutions, financials, time-to-market).
• Maintain accurate documentation such as sales reporting information in CRM and other company tools.

Skills

Coordination

Governance

Stakeholder management

English fluency

Communications

Education

Bachelor in Economics / Business Administration

Tools

MS Office

SAP

Job 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 world’s 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 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

Qualifications

• Proven track record working in a coordination, governance or administrative role within Financial Services
• Business School degree or Bachelor in Economics / Business Administration
• Well-developed communication skills and fluency in English with the ability to manage a range of stakeholders
• A detail-oriented mindset with effective organizational and coordination skills which drive high quality results
• The ability to work independently while managing multiple topics in parallel, while also able to work collaboratively with their team to provide support when needed
• Proficiency and experience using MS Office tools and SAP (or related systems)

Additional Information

We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.