Joining IBM Technology Expert Labs means becoming part of a team that delivers world-class services to our clients. As the ultimate experts in IBM products we bring together technology and services to help customers solve their most challenging problems. Our mission is to accelerate time-to-value confidently ensuring speed and insight while clients focus on growing their business.
As a Proposal Specialist you will provide leadership knowledge and support to help sellers and opportunity owners navigate the bid and proposal management process. Acting as the proposal development process expert you will work closely with Expert Labs Sellers and Solution Architects to create high-quality proposals that clearly articulate the customer’s needs IBM’s proposed solution and the benefits to the client. Your role is critical in ensuring proposals meet client requirements adhere to IBM business rules and standard processes and maximize the chances of securing contracts.
We offer excellent onboarding and an industry-leading learning culture to set you up for success. Our collaborative and experiential environment surrounds you with bright minds and passionate co-creators—always ready to help and be helped—as you apply your expertise to work that positively impacts the world.
At IBM Expert Labs you’ll have the opportunity to work on impactful projects collaborate with industry experts and advance your career in a culture that values learning and innovation
As a Proposal Specialist you will act as a Deal Facilitator providing leadership knowledge and support to help sellers and opportunity owners through the bid and proposal management process. You will operate as the proposal development process expert ensuring proposals meet client requirements and IBM standards.
Your responsibilities include:
Proposal Development
- Collaborate with Expert Labs Delivery Team to create transaction documents (SOWs PCRs DOUs) using IBM templates and guidelines.
- Ensure compliance with IBM standards and correct agreement references.
- Identify non-standard terms and conditions and engage IBM Legal when necessary.
- Manage timelines for proposal delivery incorporating review cycles.
- Contribute to and maintain SOW templates for top sales plays.
Pricing Development
- Work with Expert Labs Delivery Team to develop accurate price cases using IBM pricing tools.
- Understand IBM pricing guidelines and apply them to proposals.
- Participate in solution review meetings to validate pricing and incorporate feedback.
Conga Interlock
- Submit transaction documents and price cases in Conga ensuring accuracy and compliance.
- Validate customer and agreement details and escalate non-standard terms when needed.
Transaction Support
- Collaborate with stakeholders on bid decisions risk mitigation and proposal quality.
- Support contract review and approval processes in line with IBM’s O2O standards.
- Enable contract registration and ensure proper cost/revenue flow.
- Strong collaboration and communication skills.
- Proven ability to meet deliverable timelines.
- Fast Learner.
- Excellent writing skills for creating clear concise transaction documents.
- Working knowledge of project methodology and IBM solutions.
- Proficiency in Microsoft Word Excel and PowerPoint.
- Strong attention to detail and ability to manage multiple priorities.
- Strong coordination skills with cross-functional teams (Sales Architects Delivery).
- Strong drive to leverage AI for continuous improvement fostering agility and enabling breakthrough solutions at scale.
- Ability to work independently and take ownership of assigned deals.
- Experience in proposal development or bid management.
- Familiarity with IBM’s Opportunity to Order (O2O) process.
- Understanding of technology solutions and delivery models.
- Basic graphic design skills for proposal formatting.
- Leadership skills to build alliances and foster trust across teams.
- Basic understanding of CRM or sales tools (e.g. Salesforce)
- Experience working in fast-paced environments
- Understanding of:
- Service Level Agreements (SLAs)
- Pricing models
- COLA (Cost of Living Adjustments)
- Benchmarks and performance clauses
- Services financial terminology