Participation in the Request for Proposal process to include: Serve as project lead for all technical assigned proposals. Responsible for completing ALL technical components of proposals for core and time solutions. Follow the proposal process documented guidelines. Effectively prioritize and manage all timelines while meeting internal and external deadlines. Producing high-quality, customized, and accurate responses to proposals. Working closely with external product partners, UKG departments, and advisors to collaborate on completed portions. Working closely with the Sales, Pre-Sales, and product SMEs to ensure accuracy and timely submissions. Assist in updating database content and collaborate with Proposal Services Curator(s). Participate in product learning sessions/courses (scheduled/as needed) Attend all Proposal Services team and sales meetings Manage and submit monthly expenses Manage and complete project assignments as needed Ability to effectively function in a team environment, Pre-Sales and Sales team members, and subject matter experts throughout the organization and with partners. Obtain proficiency in the following tools: Ombud, Salesforce, Microsoft Office (Word, Excel, PowerPoint), Concur, and online proposal tools. Ability to handle multiple tasks under tight deadlines/constraints. Must be highly motivated and be able to work independently. Responsible for all personal travel arrangements and logistics for meetings. Approximately 10-15% of travel is required with overnight stays. Annual Bonus
