Portfolio

RFP Sales Support Programme

Bloomberg LP · 2023-01-01 00:00:00 +0000

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:

  1. Requirements extraction — breaking each RFP into discrete questions and mapping them to internal owners
  2. Parallel workstreams — running multiple contributor tracks simultaneously rather than sequentially
  3. 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