Position Description
Title
Proposal and Clients and Markets Coordinator
Reports to:
Advisian Executive Consultant
Advisian Executive Consultant
Client Relationship Managers
Working Relationships
Advisian NZ Team
Clients and Markets Director
Local and Regional Support Staff
Purpose
The role of the Proposal and Clients and Markets Coordinator is to lead opportunity management and
initiatives which support the sustainable growth and success of the Branch.
The primary focus of the role is to support ‘winning work’ by coordinating the development and
production of proposals. The second level focus is to achieve the local implementation of marketing and
business development activities, as guided by the APAC Clients and Markets team.
Key Objectives and Accountabilities
Proposal Responsibilities

Coordinate end-to-end opportunity management process for opportunities

Proactively review relevant tender websites for applicable opportunities and communicate to relevant
internal parties

Review Request for Proposals/Tenders (RFP/RFT) documentation, develop compliance matrix, assign
writing responsibilities and establish schedule for input;

Work with technical team/ management to identify Value proposition and bid strategy

Provide specialised expertise in the development and production of bid content, managing timelines,
visual standards and brand proposition.

Copywriting, ensuring proposal clearly captures Advisian’s value proposition, differentiators and
addresses the evaluation criteria and Client requirements;

Facilitate proposal reviews and obtain approval to submit in accordance with Delegation of Authority

Arrange for final submission to customer

Coordinate Win/ Loss feedback process, ensuring feedback is communicated to team and lessons are
captured

Produce reports on bid costs, success metrics, facilitate feedback loop for future submissions and
provide recommendations for improvement
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Engage and motivate staff to enter accurate opportunity and assignment related information into
relevant systems/databases
Other Clients and Markets Activities

Apply Clients and Markets initiatives to local branch, primarily in the areas of Opportunity/Pursuit
Management, Account Management, Client Feedback, and Marketing and Communications

Proactively support the growth and success of Key Accounts; provide administrative support to the
Client Relationship Manager and Advisian Team in all areas of the Account Management Framework,
including:
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Organising team meetings
Taking minutes, driving follow up actions
Prepare reporting on financial results
Research and Intelligence
Developing presentations and other sales enablement materials
Support Executive Consultant and local team in all administrative areas including:
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Coordinating events such as Client functions and conferences
Assist with travel and accommodation coordination and booking
Provision of effective word processing, document formatting and document collation, ensuring
Advisian standardisation of all written communication formats
Updating and maintenance of required systems, e.g Customer Relationship Management Tool

Champion the Evaluate Client Feedback process to drive best practice behaviour for seeking and
sharing client feedback, be the contact for entering feedback into the Evaluate Database

Facilitate new and existing staff to maintain an up-to-date, professional and accessible CV in the
relevant repository

Support content development for Location specific marketing material, liaising with the APAC regional
Clients and Markets Team
Skills and Competencies Required

Exceptional written and verbal communication skills

Previous experience in editing submission, reports and marketing materials

Project management skills

Manage and implement change

Ability to work well in a high pressure environment and ability to manage input from multiple
stakeholders to meet deadlines

Working knowledge of marketing principles and practices

Advanced skills in Microsoft (Word, PowerPoint, Excel and Outlook), Visio an advantage

Proven ability to build relationships and influence effectively at all levels

Strong research skills

Team player
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Ability to adapt to changing requirements, deadlines and expectations
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High attention to detail and level of confidentiality
Qualifications & experience

Degree qualified in a related area preferred

Minimum 8 years professional experience including experience in a similar role (experience in
professional services environment highly desirable)

Exposure to government tendering requirements and procedures (desired but not essential)
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