Role Description Drive the creation of high-quality RFPs, RFIs, and investment proposals within the insurance and asset management sector. This role blends writing, research, and stakeholder collaboration, leveraging tools like Qvidian or Loopio in a global, fast-paced environment with strong exposure to sales and marketing teams. Qualifications - Bachelor’s degree in business, marketing, communications, or a related field. - 2 to 4 years of experience in financial services, with strong preference for proposal or RFP writing experience. - Excellent written and verbal communication skills. - Strong attention to detail, organization, and project management capabilities. - Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment. - Strong analytical skills with the ability to identify inconsistencies and ensure data accuracy. - Proactive and self-motivated, with the ability to work both independently and collaboratively. - Proficiency in Microsoft Office Suite and Adobe tools. - Experience with proposal management systems such as Qvidian, Loopio, or Responsive is an asset. Requirements - Develop and complete RFPs, RFIs, DDQs, surveys, and other proposal materials to support business growth. - Manage the full proposal lifecycle, ensuring accuracy, consistency, and alignment with established standards. - Research, analyze, and draft content using internal databases and input from subject matter experts. - Collaborate with cross-functional stakeholders to gather, validate, and refine information. - Coordinate with Compliance and Legal teams to secure necessary approvals. - Act as a key resource for global sales and marketing teams by providing timely and accurate information. - Support team initiatives and handle ad hoc requests as required. Benefits - Hourly salary of $27. - 12-month contract with the potential for permanent employment. - Full-time position: 37.50 hours per week. - Weekday schedule from 9 am to 5 pm. - Enjoy the flexibility of remote work.

• Own the complete RFP response process from kickoff through submission. Review RFPs to identify requirements, compliance items, and evaluation criteria—particularly for SLED procurement. Compile vendor and scoping questions, coordinate pricing with Finance and Sales, write custom responses, perform thorough QA reviews, and ensure all submissions meet deadlines and quality standards. • Partner with Marketing, Practice teams, and Vendor Management to create and refine proposal and SOW content. Maintain and optimize our Responsive (formerly RFPIO) answer library and knowledge base. Audit existing templates to ensure consistency and standardization. Identify content gaps and drive creation of reusable, high-quality response materials tailored to SLED requirements. • Build strong internal relationships by providing support, information, and guidance to stakeholders. Act as liaison between Sales, Technical Practices, Marketing, Legal, Finance, and Executive teams. Coordinate subject matter expert contributions and communicate proposal status, process updates, and system changes across the organization. • Assist the team in RFP reporting statistics including win/loss rates, revenue, and lessons learned. Analyze proposal outcomes to identify improvement opportunities and drive continuous improvement in response quality, efficiency, and win rates.

Role Description The Senior Associate position is responsible for developing content/proposal responses and/or pricing for related client Requests for Proposal (RFPs), Revisions, and RFIs (Requests for Information) across multiple UBC business segments. The successful candidate will be cross-trained to support other lines of business, as assigned by management. The Senior Associate will lead and coordinate the associated Proposal Management activities with Sales/Business Development, Senior Management, functional departments, and Contract management. - Coordinate multiple groups and vendors in the preparation of client deliverables. - Develop proposal responses in response to client RFPs and RFIs in various formats as required by our clients (e.g., free form/strategic documents, multi-tab questionnaires, online system submissions). - Develop applicable budgets responses in response to client RFPs and Revisions including, but not limited to mapping and linking UBC internal pricing model to client-specific pricing grids. - Partner with Client Engagement, Subject Matter Experts (SMEs), Operations, and Senior Management in the finalization of program documents, budgets, assumptions, and specifications. - Ensure all client deliverables are accurate. - Attend, participate, and lead meetings as required. - Update proposals and/or sales management tools, systems and/or forms regarding proposal or rebid status as needed. - Build strategy plans to guide internal team time management. - Contribute to Business Development initiatives, such as content library/database builds and maintenance or costing template maintenance. - Partner with the Contract Management team to coordinate hand-off process of final pricing, assumptions, and as applicable, descriptions of services for won business. - Opportunity for cross-training in other service lines and roles/activities. - Other duties as assigned by management. Qualifications - BA/BS degree or equivalent combination of education and experience; plus, experience working in proposal and/or RFI, or budgeting preparation in the CRO/pharmaceutical industry preferred. - Above-average attention to detail, excellent oral/written communication skills along with highly developed interpersonal and strong team-oriented skills. - Must be a self-starter with strong time management and analytic business skills and be able to work efficiently in a high-paced, dynamic environment. - Ability to work independently to meet tight deadlines. - Proficient in Microsoft Office: (Word, Excel, PowerPoint, Teams) and Outlook. - Minimal travel required. Benefits - Remote opportunities. - Competitive salaries. - Growth opportunities for promotion. - 401K with company match. - Tuition reimbursement. - Flexible work environment. - Discretionary PTO (Paid Time Off). - Paid Holidays. - Employee assistance programs. - Medical, Dental, and vision coverage. - HSA/FSA. - Telemedicine (Virtual doctor appointments). - Wellness program. - Adoption assistance. - Short term disability. - Long term disability. - Life insurance. - Discount programs.

• The Proposal Manager leads and coordinates all aspects of the proposal response lifecycle, serving as the central liaison between Sales and internal stakeholders to produce compliant, compelling, and on-brand submissions. • This role drives schedules, facilitates SME inputs, mitigates risks, and manages final production to ensure every deliverable is accurate, complete, and submitted on time. • The Proposal Manager works closely with stakeholders across the organization, including Sales, Contracts, Legal, Security, HR, Product, and Client Success, to gather inputs, validate requirements, and assemble high-quality responses. • Manages and leads all aspects of RFP/RFI/proposal coordination end-to-end, acting as a liaison with all business units required to complete response requirements (e.g., Sales, Contracts, Legal, Security, HR, Product, Client Success).