Head of Deal Pursuits

What is the opportunity? 

Reporting to Senior Vice President of Sales Transformation, we are looking for an intelligent and energetic Head of Deal Pursuits to join our team. In this role, you will contribute to Zafin’s growth and success by working collaboratively to manage the deal pursuit process. You will use analytical and robust communication skills to ensure our RFP response database is appropriately maintained. You will also use logical structuring and storyboarding, as well as financial and business analysis techniques, to support in the development of proposals, pitches, and presentations, in addition to helping customers understand our products’ value proposition.  The successful candidate will ensure that all bids are delivered on time, within scope, and aligned with the firm’s strategic objectives.

Mode of Work: Hybrid

What will you do?

• Leadership and Team Management:
• Lead, mentor, and manage a team of bid managers and coordinators.
• Develop team members through training, feedback, and career development initiatives.
• Foster a collaborative and high-performance team culture.
• Bid Management:
• Oversee the end-to-end bid management process, ensuring all RFPs and proposals are completed accurately and on time.
• Develop and implement bid strategies that align with the firm's goals.
• Ensure that all proposals are compelling, competitive, and comply with client requirements.
• Write persuasively, including executive summaries and other critical components of deliverables, interpreting information from research profiles, meetings with proposal team members, client meetings, and understanding of the business and Zafin’s offerings.
• Coordination and Communication:
• Collaborate with internal stakeholders (e.g., sales, marketing, product teams) to gather necessary information and insights for proposals.
• Maintain clear and effective communication channels with all relevant parties throughout the bid process.
• Act as the main point of contact for all bid-related queries and issues.
• Quality Assurance:
• Ensure high standards of quality and accuracy in all bid documents.
• Conduct thorough reviews and revisions of proposals to ensure clarity, consistency, and persuasiveness.
• Implement best practices and continuous improvement initiatives in bid management processes.
• Sales Collateral Management:
• Ensure that all sales collateral and assets are properly stored, organized, and up to date.
• Develop and maintain a centralized repository for all sales materials, including case studies, presentations, and brochures.
• Collaborate with marketing and other departments to update and create new collateral as needed.
• Reporting and Analysis:
• Track and report on the progress and success rates of bids and proposals.
• Analyze bid performance to identify areas for improvement and develop action plans.
• Provide regular updates to senior management on bid activities and outcomes

What do you need to succeed?

Must Haves:

• Bachelor’s Degree with high academic achievement, in Business, Finance or a related discipline.
• 5+ years of experience working in a fast paced and multiple stakeholder environment, must include Banking industry and preferably other areas such as Corporate Strategy, Management Consulting or Financial services.
• Proven ability to interact effectively with a diverse group (executives, managers, subject matter experts).
• Strong data analysis skills to synthesize complex data from diverse sources (qualitative and quantitative) and be able to make logical and persuasive recommendations.
• Hands-on expertise with creating and delivering high quality customer-facing materials/deliverables.
• Excellent articulation, communication (written/verbal) and collaboration skills.
• Strong proficiency in MS Office, particularly in PowerPoint and Excel.

Nice to have:

• Professional qualifications/certifications in Finance.
• 1 or more years of exposure to SaaS products.