Director, Product & Service Strategy for Sales

Boston While Black; Merrimack (NH); Vor Ort; USD 140.000 - 190.000; Vollzeit

Zusammenfassung

Fidelity is seeking a Director, Product and Service Consultant to drive pursuit of new Workplace Solution clients in a fast-paced environment. Based in Merrimack, NH, you will coordinate RFI/RFP efforts, lead multi-product proposals, and partner with sales teams to differentiate Fidelity's solutions.

This role requires a Bachelor's degree, Series 63/7 ideally, and travel 5-10%. You will develop client-ready materials, oversee presentations, and help shape service models and SLAs.

Qualifikationen

• Bachelor's degree required.
• Series 63 and 7 required (can be acquired in role).
• Defined contribution and Defined benefit knowledge including service model, processes, and platform knowledge.
• Approximately 5-10% travel requirement.
• Ability to take initiative in delivery of client results.
• Exceptionally strong business partner with ability to collaborate and establish relationships.
• Strong project management skills.
• Excellent written and verbal communication skills.
• Ability to thrive in a very fast-paced demanding environment.
• Good business judgment focusing on key priorities and leveraging business partners.
• Lead the RFI/RFP process for new business opportunities including drafting and solicitation of responses, service model and SLA documentation, pricing, and overall end-to-end oversight.
• Coordinate activities for prospect/client sales calls and finalist presentations including agenda development and demos.
• Coordinate review of non-standard items with review committees; prepare documents and action plans for RFP responses.
• Differentiate Fidelity's products with customized responses to inquiries.
• Provide feedback to Proposal Consultants to improve drafts and proposal databases.
• Provide input on new products and services based on changing requirements.

Aufgaben

• Lead drafting and responses for RFI/RFP processes.
• Coordinate prospect and client sales calls, presentations, and site logistics.
• Review non-standard items with committees and prepare action plans for RFPs.
• Differentiate Fidelity's offerings with tailored client communications.
• Contribute to proposal improvements and database content.
• Collaborate with product and sales teams to align solutions with client needs.

Kenntnisse

Client relationships

Project management

Cross-functional partner

Written communication

Verbal communication

RFI/RFP leadership

Strategic thinking

Ausbildung

Bachelor's degree

Series 63/7

Jobbeschreibung

Fidelity is seeking a Director, Product and Service Consultant to drive pursuit of new Workplace Solution clients in a fast-paced environment. Based in Merrimack, NH, you will coordinate RFI/RFP efforts, lead multi-product proposals, and partner with sales teams to differentiate Fidelity's solutions.

This role requires a Bachelor's degree, Series 63/7 ideally, and travel 5-10%. You will develop client-ready materials, oversee presentations, and help shape service models and SLAs.