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Sales Support and Effectiveness, Officer

State Street

State Street

Customer Service, Sales & Business Development
Quincy, MA, USA
Posted on Saturday, January 27, 2024

Project managing the completion of timely, accurate, well-written and well-presented responses to RFPs, other similar questionnaires through interaction with members of the Sales, Relationship Management and Client Service teams, as well as subject-matter-experts (SMEs) throughout the organization.

Working as a part of our team in Quincy, training and support will be provided on the RFP process enabling you to collate and craft response documents, ensuring deadlines and risk excellence standards are met.

Role specifics:

RFP Completion:

  • Project management of detailed client proposals covering a wide range of products including (but not limited to) global custody, accounting, fund administration, performance measurement, compliance monitoring, and data analytics, and transfer agency services.

  • Sourcing accurate response content

  • Managing the response process from the kick-off meeting to dispatch of final response documents, ensuring milestones and deadlines are met.

  • Draft, proof-reading, editing and reviewing content.

  • Working in close cooperation with the Sales teams, product managers and Subject Matter Experts (SME’s) to ensure proposal input is well-written, accurate, balances, persuasive and timely.

RFP Database:

  • Submission of new and updated material to the RFP database


  • Creative solutions related to continuous improvement projects.

Individual Contributor:

  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role

  • Ensure that the highest level of the Code of Conduct is displayed in your behavior

  • Provide appropriate management information as required to support business unit decision making

  • Support ‘Risk Excellence’ culture within the business

  • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations.

While not required, the following are examples of qualifications which would be beneficial in this role:

  • Degree-level qualification in a business or finance discipline

  • Project Management Qualifications


  • Excellent written English and the ability to edit and tailor text to ensure accuracy, consistency and readability

  • Project Management skills and the ability to operate in a deadline-driven environment

  • Advanced MS Word skills

  • Interpersonal communication skills

  • Experience in a sales support and/or RFP role would be an advantage

  • A working knowledge of Ovidian Proposal Management software RFP tool would be an advantage.

Salary Range:

$65,000 - $102,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.