Job Description

Our client is a worldwide leader in electronic and software security technology. Presently they are seeking an experienced proposal and client management specialist to manage proposals and support client business partnerships and their requirements for US clients and in collaboration with the US sales team. The proposal and client management specialist will be working out of the Montreal office alongside the US Regional Sales Director.

As a member of the Sales & Marketing team, the Proposal and client management Specialist – US Market candidate is responsible – with little supervision – for producing all types of standard and non-standard commercial proposals (including proposal requests, responses to Tenders, RFPs, etc.) and getting the appropriate reviews and approvals to ensure that our final offers protect the corporation’s interests and intellectual property, maximize financial and operational performance, and minimize the risks for the corporation.

When producing proposals (which will mostly be for the US market), the specialist will collect all pertinent information, produce the pricing sheet, draft the proposal, and ensure it is reviewed and approved by all required stakeholders.


  • Act as proposal producer for all assigned proposals (from the assignment to the delivery of the final product) including the following, whenever applicable:
    • Ensure we have the authorization from Ultra to do commercial activity with OFAC listed countries
    • Review and understand internal request and/or Customer requirements
    • Review account history to ensure consistency in pricing and response
    • Actively participate in the proposal strategy definition by researching internal and external information, proposing ideas, options and creative ways to present proposals and pricing, keeping in mind our Customers’ differences in culture, as well as economic and political situations in order to adapt/optimize our offering accordingly
    • Organize kick-off and review meetings
    • Review and understand terms and conditions (e.g. contractual terms, delivery delays, etc.). Identify and communicate exceptions and potential risks
    • Prepare and publish a project schedule to ensure the proposal will be delivered before or on the due date and time
    • If external services are required (such as Notary, Lawyers, Chamber of Commerce, Consulate/Embassy, Translator, etc.):
    • Prepare draft(s) and final offer as well as clear and well documented cost-pricing worksheets (standard pricing including pricing summaries whenever applicable, or custom pricing)

Qualifications and Skills

  • Education: relevant College or University degree in Administration, Marketing or Finance
  • 5+ years of relevant experience in proposal writing and working with clients in a sales environment
  • Excellent communication and presentation skills (both written and spoken) in English (mandatory) with Spanish and French being important assets
  • Good understanding of contracting concepts, including financial and legal instruments (letter of credit, bonds, power of attorney, etc.), and revenue recognition rules
  • Good understanding of Government procurement/contracting policies & procedures an asset
  • Good understanding of international trading rules and regulations (e.g. Incoterms)
  • Word and Excel: intermediate or advanced
  • Strong attention to detail: consistently demonstrate accuracy in product description, pricing model and terms and conditions
  • Good understanding of pricing models and strategies
  • Ability to work autonomously, be organized, diligently follow up and keep track of ongoing proposal projects
  • Strong communication skills in English (excellent oral and written skills)
  • Pursue everything with energy, drive and a proactive “can-do” attitude; anticipate emerging issues and prepare to address them
  • Flexible and dynamic with the ability to multi-task and work under pressure, with tight deadlines and shifting priorities


Contact Details

Interested? Please contact Tatiyana: [email protected]