Proposal Consultant

About the role

The Proposal Specialist is a visible position working with key Rockwell Automation partners and customers to develop commercial offers within the framework of our strategic and financial goals, ensuring compliance with internal policies. You will need a general knowledge of all our solution capabilities, partners, and competitors in their designated solution space. Use this knowledge and engage with other important team consultants to fulfill scope requirements. Solve any complex concerns or issues that may arise by navigating internal organization and processes, and Rockwell Automation resources. For a successful outcome, you'll take a lead or supporting role to ensure all content and estimates are in order for a comprehensive proposal that meets the scope.

Responsibilities

• Strategic/Technical Expertise:
• Employ commercial and technical skills while tapping your creative side to maximize Rockwell profit and growth opportunities
• Filter opportunities to pursue, and provide input to increasing successes through our Win Strategy process
• Negotiate internally and externally using a sound understanding of cost, value, and profit margin to establish pricing with approvals
• Approve costs, pricing, margins, and other commercial terms within your delegation of authority
• Convincingly explain our value message and business models in many scenarios and situations, including through direct sales channels or through distributors.
• Support proposals with customers while instilling confidence in the proposed solution
• Follow all applicable corporate, company, governmental and regulatory procedures for this position
• Engage with sales and customers to follow up on proposals
• Manage project reviews including risk analysis
• Collaboration and Management Skills:
• Work in a environment that is both commercially and technically focused. Engage with other important partners, including Proposal Specialists, Application Consultants, Sales/Distributors, Channel Partners, RA Departments, Contracts and Negotiations.
• Obtain approvals in compliance with Rockwell policies including executive level (PARB) approvals
• Coordinate legal terms and conditions to support proposal delivery terms, which includes working with the C&N legal and contracts team, third-party, and customers,
• Maintain proposal and other tools. As opportunities evolve, these tools will support automation of important activities, such as forecasting. You will also facilitate opportunity management, making it possible to access data at any time without worrying about data quality.
• Seek out and participate in continuous improvement through feedback and training opportunities to address identified gaps and further strengthen required skills

Requirements

• Bachelor of Science degree in Engineering or similar
• The country where the position is assigned must legally authorize you to work. You will do not offer sponsorship.
• Proficient in English
• You:
• 5+ years related experience in an industrial environment (engineering, projects, maintenance, and support)
• Knowledge of industrial products and applications, including Allen-Bradley/Rockwell Automation products (PLCs, HMIs, VFDs, and Rockwell Automation Software)
• Experience working with third-party suppliers to provide additional products/services
• Two years' experience in a customer-facing role, either engineering and building projects or in a sales role
• Work in a, matrixed organization team
• Demonstrated to develop proposals, convey project status updates, design information, technical issues

Additional Information

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that's you we would love to have you join us! Job Description Job Description Proposal Specialist You will report to: Proposal Consultant Team Lead Job's workplace type: Hybrid Located in Mexico City or Monterrey Position Summary: The Proposal Specialist is an important part of Rockwell Automation's Lifecycle Services business. You are the subject-matter expert for the sales organization and department on estimation, proposal generation, and approval processes. We place emphasis on developing technical/commercial proposals to meet the needs of our customers and validate expectations with the sales team. Collaboration is necessary as you work with multiple delivery teams. You will also work in collaboration with the Application Consultant, who is generally responsible for defining the scope with the customer.

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