Joel Jacob, Cf Apmp Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Proposal Manager for all Cority EHSQ Cloud Solutions across all 4 geographies (Canada, US, EU, Australia)Responsible for managing a high volume of RFPs of varying complexities, averaging about 2-3 new opportunities per weekResponsible for implementing and running a structured RFP Qualification Process which helped save many hours of SME effort on opportunities with low win probabilityIntroduced a regular Content Review Process to ensure Product Team updates the proposal content with the latest product featuresWork on improving access to reusable standard content and responses to improve response quality and turnaround time

Toronto, Canada Area

Proposal Lead for managing, consolidating and responding to RFXs for all of CAC’s software services and solutions includingdealer website services, credit management portal and digitalretailing solutionWork on all major client proposals (RFXs) from dealergroups, OEMs and lendersManage proposal requirements and author sections based oninputs from sales, product teams, security, legal and finance teamsto incorporate all required information for the RFX responseWork with respective Product teams to update knowledgerepository with the latest product features and improvementsWork with dealer and lender sales team for preparing pitchpresentations and sales collateralsSupport completion of compliance questionnaires by coordinatingwith different functions across the organizationCreative support for marketing collaterals and sales events

Bengaluru

Lead Bid manager for one of the the largest market unit within GermanyWorked closely with Market Unit Sales Team to provide presales and bid management support on new / emerging business opportunitiesEnd-to-End bid/proposal management for all RFP/RFI/RFQs receivedWorking with multiple stakeholders, internal and external, to ensure proper coordination and collaboration for the proposal responseLiaison with Solutions team, design team, Pricing/ Commercials team, Legal and Risk teams to furnish the proposalEnsuring strict adherence to proposal timelines and response quality standardsUsing varied pricing tools available within the organization, for commercials of all types of AD/AM deals

Chennai Area, India

Develop RFP, RFQ, and RFI solutions with internal stakeholders and go-to-market partnersProactively contribute to proposal solution design alongside other cross-functional team members through preparation of written responses and pricingCollaborate with onshore/ offshore sales staff to identify win themes and discriminators and incorporate these elements into the proposalOrganize and manage customer visits to facilitate Sales winsPreparation of sales collaterals like proposal presentations and case studies

Chennai Area, India

Responsible for interacting with clients to understand their feature requirements from the applicationManaged the Development & Testing team for accurate development of financial models like DCF Valuation, Implied VolatilityResponsible for coordinating with the Database, Development and Design teams for successful implementation and deployment of the models in Tickerplant's proprietary applicationCreating Project timelines & ReleasesReports on Quarterly and Annual financial performance of BSE-500 companies.

Pune Area, India

Led a team for research activities of the target accounts in the Retail vertical.Preparation of account plans and account mapping.Developing an understanding of Syntel's offerings and capabilities and pitching them to existing and target accountsCarrying out comprehensive analysis of financial institutions' lines of business.Participating in the development of `Option Symbology Initiative', service offering to cater the change in option symbols on various indexes.Managing the job of Business Analysis/ Consultancy and Support for the Sales Team.Preparing weekly newsletters for tracking domain trends and contributing effective information on market and industry.Conducting training on Capital Markets, Derivatives, Mutual Funds and Fixed Income Securities.Identified target financial institutions in US and UK and prepared comprehensive Proof of Concept documents.Successfully conducted detailed financial analysis and IT feasibility in top financial institutions based in UK and US.