Who we are
Founded in 2002, Zafin offers a SaaS product and pricing platform that simplifies core modernization for top banks worldwide. Our platform enables business users to work collaboratively to design and manage pricing, products, and packages, while technologists streamline core banking systems.
With Zafin, banks accelerate time to market for new products and offers while lowering the cost of change and achieving tangible business and risk outcomes. The Zafin platform increases business agility while enabling personalized pricing and dynamic responses to evolving customer and market needs.
Zafin is headquartered in Vancouver, Canada, with offices and customers around the globe including ING, CIBC, HSBC, Wells Fargo, PNC, and ANZ. Zafin is proud to be recognized as a top employer and certified Great Place to Work® in Canada, India and the UK.
What is the opportunity?
Reporting to Senior Vice President of Sales Transformation, we are looking for a highly skilled Senior Proposal Manager to join our team. In this role, you will contribute to Zafin’s growth and success by working collaboratively with sales teams and other stakeholders to lead the bid management process for customer and prospect requests. You will use analytical and robust communication skills to ensure our RFP response database is appropriately maintained. The successful candidate will ensure that bids are delivered on time, within scope and aligned with the company’s strategic objectives.
Mode of Work: Hybrid
What will you do?
- 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 in alignment with company 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.
- 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:
- 7+ years of experience managing the end-to-end proposal process.
- Bachelor’s Degree with high academic achievement, in Business, Finance or a related discipline.
- 7+ years of experience working in a fast paced and multiple stakeholder environment, ideally in the Banking industry.
- 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.
What’s in it for you
Joining our team means being part of a culture that values diversity, teamwork, and high-quality work. We offer competitive salaries, annual bonus potential, generous paid time off, paid volunteering days, wellness benefits, and robust opportunities for professional growth and career advancement. Want to learn more about what you can look forward to during your career with us? Visit our careers site and our openings: zafin.com/careers
Zafin welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Zafin is committed to protecting the privacy and security of the personal information collected from all applicants throughout the recruitment process. The methods by which Zafin contains uses, stores, handles, retains, or discloses applicant information can be accessed by reviewing Zafin’s privacy policy at https://zafin.com/privacy-notice/. By submitting a job application, you confirm that you agree to the processing of your personal data by Zafin described in the candidate privacy notice.
What We Do
Zafin, the global leader in SaaS cloud-native product and pricing solutions, is a trusted partner to the world’s most customer-centric financial institutions. Zafin’s product and pricing platform empowers banks of all sizes to center their customers, grow relationships and drive revenues.
The Zafin platform separates product and pricing from core processing to accelerate progressive modernization, enable digital transformation and deliver personalization at the relationship level.
A typical Zafin installation integrates easily with most back-end systems and customer-facing channels to increase product and pricing efficiency and agility, drive interest and non-interest income, and deliver a positive ROI—often in one year or less.
