Bid & Proposal Manager

Position Summary

Accountability:

Working Manager for FMSI Hebron’s Composite & Metal Cutting new machines, Composites Retrofits, and Design Intensive Aftermarket Rebuilds proposals. Manages, and works with, proposal personnel to prepare cost effective, innovative proposals which meet our customers technical and business requirements, giving attention to safety, part quality, machine layout, operation, and ergonomic issues. Responsible for the technical and content of the proposal, and for the completion of the proposal on a timely basis.

Scope and Responsibilities:

Essential duties include, but are not limited to the following:

• Proactively attains a safe and healthy work environment for all employees.
• Manages proposal personnel to comprehend customer’s request for proposal, develop the initial proposal concepts, provide technical expertise in final process/equipment selection.
• Manages working queue of assigned, open proposals and their priority within Salesforce CRM system and other RFQ methods.
• Provides weekly reporting of metrics associated with Salesforce to leadership.
• Manages all Salesforce approval routings and approvals as needed.
• Leads conversations with the Salesperson and/or customer to confirm details of the project scope, proposal due date, etc.
• Collaborating closely with the Director of Project Management on proposals being generated, work order development, order entry process and organization of SAP project
• Continuous improvement of proposal and closely linked downstream processes and workflows
• Works with competency managers to gather data needed for team. Review major estimates with Purchasing manager for compliance with the proposed equipment and sub-suppliers selections.
• Prepares cost analysis and challenges any cost information gathered if deemed questionable.
• Directs, reviews, and finalizes proposal documentation including Budget Sheet, Cost Sheet, Written Proposals and Engineering drawings. Reviews documents to be submitted to the customer in a quotation format, and for compliance with the customer’s requirements.
• Organizes Formal Management Review (FMR) for high value and/or high-risk project proposals.
• Conducts final proposal review for compliance with quality procedures and technical correctness.
• Follows up on sent proposal with RSM.
• Participates in technical meetings or presentations with customers. Provides technical and cost data support during order negotiations.
• Conducts Order Entry upon PO receipt.
• Maintains all proposal and order entry documents on network.
• Maintains appropriate procedures and work instructions to ensure the accuracy and completeness of technical and commercial proposal content, minimizing technical risk and maximizing accuracy of the cost estimate.
• Maintains standardized proposal formats including equipment descriptions and drawing formats.
• Maintains required technical reference systems. Maintain standardized technical/sales presentation library.
• Maintains an effective awareness and file system of innovations, materials, components, and ideas for integration into current or future projects.
• Performs Proposal Engineer duties as required.
• Manages metrics and KPl's of proposal throughput in various data tools, measure time at different stages and present back to leadership on a regular cadence.
• Provides input into the Research and Development process concerning performance and other customer perceptions or requirements.
• Liaise with and travel to other Fives groups to build best practices and utilize other tools to improve throughput, common supporting framework.
• Makes recommendations to management for process improvements and other cost saving measures.
• Writes procedures, trains and directs subordinates in their use to assure compliance with ISO 9001/QS 9000-TE and other quality initiatives.
  
  
  

Adheres to quality, customs, foreign trade zone and environmental processes and procedures.

Supervisory Responsibilities

• Monitor and enforce employee compliance with established company policies and guidelines. Provide orientation training for new employees unfamiliar with company policies and guidelines, or with basic job function requirements.
• Make employee work assignments based on skill and expertise.
• Conduct annual performance reviews for department members. Suggest appropriate training plans to maximize the potential of each employee.
• Coordinate subordinates working on multiple projects, provide technical direction as required and instant reporting of project status to senior management.
  
  
  

Education/Certification:

Bachelor’s degree (B.A.) from a four-year college or university; plus seven or more years related experience and/or training; or equivalent combination of education and experience.

Experience/Skills:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Microsoft 365
• MS Excel (intermediate to advanced)
• MS Word (intermediate to advanced)
• SAP (ECC 6)
• Salesforce
• Collaborative Mindset
• Cost/Time Management
• Safety
• Microsoft Project or Similar PM Tools a plus