Lead Specialist- Proposal Specialist

We are seeking a talented individual to join our Sales Enablement team at Mercer. This role will be based in Gurugram. This is a hybrid role that has a requirement of working at least three days a week in the office.

Lead Specialist– Proposal Specialist

Bid Management

Sales Enablement CoE supports various Mercer businesses worldwide primarily across Proposal & Bid Management, Client Research and Creative Services. As a part of the Proposal & Bid Management support, the CoE teams are responsible for managing proposals and enabling wins of more business for key Mercer businesses, which include – US Wealth Investments.

The purpose of this role is to provide proposals support and independently manage production of high-quality RFP responses for Mercer’s US Wealth business.

We will count on you for:

The candidate is expected to demonstrate experience in managing draft independently for US-based stakeholders, delivering high value drafts and demonstrating a strong understanding of the RFP life cycle. The candidate is also expected to understand cultural sensitivities and business needs of the operating companies to deliver high quality RFPS. You will be required to:

• Build knowledge and understanding of: the Wealth business, service offerings and strategic

priorities

• Review RFPs and other client material to gain complete understanding of client requirements
• Work closely with the pursuit team to resolve open items during the proposal.
• Perform final reviews of proposals drafts.
• Assist with the development of templates, improved systems and processes for measuring RFP success
• Carry out content management activities, including collecting and updating content for proposal database and extracting best practice content
• Prepare US Investment Consulting proposals (RFP/RFI/DDQ) basis the scope of services mentioned in client documents.
• Good knowledge & understanding of different plan types like Defined Contribution (DC) and Defined Benefits (DB) and Not-For-Profits (NFPs).
• Involvement in full-service proposals (bid management) and co-ordination with multiple onshore stakeholders by meeting required SLA/TAT.
• Documentation and respond to internal queries and complete the proposals in a timely manner.
• Regular and prompt communication with key stakeholders for RFP acknowledgements, knowledge sharing sessions, analysis discussions with strategists.

Proposal/Content Development:

• Review RFPs and other client materials to gain complete understanding of scope/requirements
• Create proposal template aligned with client requirements and company branding standards
• Collaborate with a proposal project manager to prepare competitive proposals and RFP/RFI responses including researching, writing, compiling and editing content using internal resources to ensure consistent messaging
• Work closely with pursuit team to resolve open items during the proposal development process
• Hold master drafts of proposals by incorporating edits and sending out revised drafts to the strategists / pursuit team
• Ensuring timely completion of proposals with the expected quality parameters
• Ability to work on multiple proposals and to take up additional responsibilities/opportunities
• Uploading final deliverables to internal SharePoint site/online procurement sites
• Carry out content management activities, including collecting and updating content for proposal language database and extracting content basis the best practice
• Understanding of tools like Dynamics CRM, QorusDocs/ Qvidian, Sharepoint etc.
• Reviewing work of the processors and provide guidance/feedback to them
• Ensuring compliance with all internal and client policies
• Driving Process Improvements
• Providing timely updates to the People Manager and other stakeholders
• Training and coaching new hires in the team.

Note:

What you need to have:

• Postgraduate/ Graduate in Science, Technology, Engineering or Mathematics would be preferred. Other postgraduate degrees may also be considered.
• 5-8 years of experience in a pre-sales/ bid management environment
• Experience of working as a part of bid teams in a professional services environment.
• Very strong written and verbal communication required
• Proficient in Microsoft Word, PowerPoint and Excel
• Exceptional customer service focus
• Advanced business writing ability with outstanding grammar and proofreading/ editing skills
• Problem solving skills and attention to detail
• Good relationship skills, proven ability to work on own initiative as well as in a team
• Ability to multi-task and prioritize time effectively

What makes you stand out?

• Experience on sales lifecycle and content/proposal management tools like Salesforce, Qvidian, SharePoint etc. would be preferred.
• Demonstrated understanding of financial / wealth / investment markets is preferred
• Experience of directly dealing with senior internal stakeholders preferred
• Strong analytical and problem-solving skills

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter andOliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.