Portfolio
RFP Sales Support Programme
Bloomberg LP · January 2023
RFP & Sales Support
Stakeholder Collaboration
Cross-team Project Coordination
The Challenge
Bloomberg’s sales team needed responsive, high-quality responses to Requests for Proposals (RFPs) from prospective and existing clients. These RFPs were complex, often requiring input from multiple internal teams, product, legal, compliance, and technical specialists, under tight deadlines.
My Role
As CAMS Specialist, I acted as the bridge between sales and internal stakeholders. Over the course of a year, I supported 10+ revenue-generating RFPs, including projects valued at up to £400k.
Key responsibilities:
- Triaging incoming RFP requirements and identifying which internal teams needed to contribute
- Coordinating cross-functional responses under tight deadlines
- Ensuring consistency and quality across all proposal sections
- Tracking progress and flagging risks before they became problems
The Approach
I developed a lightweight coordination framework:
- Requirements extraction: breaking each RFP into discrete questions and mapping them to internal owners
- Parallel workstreams: running multiple contributor tracks simultaneously rather than sequentially
- Quality review: establishing a consistent review checkpoint before submission
The Results
- Supported 10+ RFPs with 100% on-time delivery
- Projects valued up to £400k
- Built strong working relationships across product, legal, and compliance teams
- Developed deep understanding of Bloomberg’s product portfolio and commercial positioning