SF
Director of Individual Solutions Technology in a financial services company. Leading technology strategies for distribution and product lifecycle to enhance customer and partner experiences.
About the role
- Head of Proposal CoE leading centralized proposal function for Catalant's consulting engagements. Defining standards and improving win rates across all sales segments with cross-functional collaboration.
Responsibilities
- The Head of Proposal Center of Excellence (CoE) will build and lead Catalant’s centralized proposal function—responsible for developing high-quality commercial proposals for Catalant-led consulting engagements, enabling Consultant collaboration, and improving win rates across all sales segments.
- Define the standards, processes, incentives, and operating model needed to deliver compelling, profitable, and scalable proposals.
- Work closely with Sales, Client Partners, Product, Marketing, Legal, CoEs and Expert Consultant Community to operationalize a proposal engine that elevates deal quality, protects margins, and accelerates revenue growth.
- Own the full proposal lifecycle—from intake, scoping, and drafting through approvals, submission, tracking, and continuous improvement.
- Design structured ways for Consultants to collaborate with Catalant during opportunity shaping, including incentive models that align Consultant contributions with Catalant’s commercial goals.
Requirements
- 10+ years of experience with 5+ years in professional services, including management consulting, pre-sales, proposal management, or a commercial/operations role within a professional services organization.
- Proven experience shaping or reviewing complex consulting proposals or SOWs.
- Strong understanding of pricing, margin discipline, and deal strategy.
- Experience engaging external Consultants, partners, or communities—including incentive or collaboration models.
- Demonstrated cross-functional leadership in areas such as Sales, Delivery, Product, and Legal.
- Strong analytical, structured problem-solving, and business storytelling skills.
- Bachelor’s degree required; MBA or advanced degree preferred.
Benefits
- Flexible paid time off
- 13 company holidays + a week off from Christmas through New Years
- Twelve weeks of paid parental leave regardless of how you choose to grow your family
- Generous health insurance coverage as well as optional vision and dental
- 401k to save for retirement
- Pre-tax commuter and flexible spending accounts
- A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
- Wellness stipend for your mental, emotional, or physical wellbeing needs and support
- Work from Home stipend
Job title
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