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
Data Privacy Notice
The provision of personal information through your job application will be processed in accordance with SS&C Data Privacy Notice for Candidates (https://www.ssctech.com/Portals/0/Documents/pdf-assets/SSC-EEA-Data-Protection-Policy.pdf), which the applicant hereby acknowledges having read and fully understood.
SS&C is an Equal Opportunity Employer and as such does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.