Job Purpose

The Proposal Writer is responsible for creating compelling, persuasive, and high-quality proposals that help secure new business opportunities and support the company’s growth in the software development and IT services domain. This role involves close collaboration with cross-functional teams and leadership to craft winning responses to RFx opportunities and ensure consistency, accuracy, and impact in every submission.

Job Duties and Responsibilities

• Drive Opportunities: Identify and analyze RFx (RFI/RFP/RFQ/RFB) opportunities and collaborate with internal teams to shape effective proposal strategies.
• Proposal Development: Write clear, concise, and persuasive proposals tailored to various technical and business audiences.
• Collaboration: Work closely with subject matter experts across sales, technical, UX, product, and delivery teams, as well as internal stakeholders for key inputs and reviews.
• Quality Assurance: Ensure all proposals meet company standards for format, accuracy, and presentation while maintaining strict submission deadlines.
• Continuous Improvement: Maintain and enhance proposal templates, content libraries, and workflow automation tools for efficiency and consistency.
• Sizing & Pricing Support: Assist in effort estimation and pricing for small to medium app development and maintenance projects under the guidance of the Bids Lead.

Required Qualifications

Education

• Bachelor’s degree preferable in Computer Science, Information Technology, English, or a related field.

Experience

• 6-10 years of experience in proposal writing, preferably in software development or IT services.

Knowledge, Skills, and Abilities

• Excellent written and verbal communication skills with a strong command of English.
• Ability to write persuasively and adapt tone/style to suit different audiences.
• Proficiency in Microsoft Office Suite and Google Workspace.
• Familiarity with proposal automation tools and formatting best practices.
• Strong organizational and time management skills with the ability to manage multiple deadlines.
• Collaborative mindset with the ability to work effectively with diverse teams and leadership levels.

Preferred Qualifications

• Experience writing proposals for app development and maintenance projects.
• Exposure to workflow automation or no-code tools.
• Familiarity with RFx processes in Canadian or North American markets.
• Advanced proficiency in Microsoft Word or Google Docs formatting.

Working Conditions

• Work Arrangement: Fully remote, based in India.
• Reporting Structure: Reports to the Bids Lead.
• Work Hours: Must have a 2–3 hour overlap with Pacific Standard Time (PST) to facilitate collaboration with North American teams and leadership.
• Collaboration: Regular interaction with cross-functional teams across Canada and India.
  
  

Why Join Us

• Impactful Work: Your proposals will directly contribute to winning business and driving enterprise digital transformation.
• Collaborative Culture: Work closely with senior leadership, founders, and cross-functional teams across Canada and India.
• Career Growth: Access mentorship and structured development in proposal writing, solutioning, and business development.
• Global Exposure: Work with North American markets and cutting-edge public sector Projects.

Living AOT’s Values

Our values guide how we work, collaborate, and grow as a team. Every role at AOT is expected to embody and promote these values:

• Innovation: We pursue true innovation by solving problems and meeting unarticulated needs.
• Integrity: We hold ourselves to high ethical standards and never compromise.
• Ownership: We are all responsible for our shared long-term success.
• Agility: We stay ready to adapt to change and deliver results. 
• Collaboration: We believe collaboration and knowledge-sharing fuel innovation and success.
• Empowerment: We support our people so they can bring the best of themselves to work every day.

Do you get energized helping financial institutions modernize legacy systems without disrupting customer trust?

Do you thrive when navigating regulatory complexity and translating compliance requirements into scalable technology solutions?

Do you enjoy building executive relationships while leading cross-functional teams to deliver measurable business outcomes?

AOT Technologies is looking for a Client Engagement Partner to lead and grow our financial services vertical. Join our Consulting Services team and help institutions innovate securely, responsibly, and at scale.

About AOT Technologies

We're on a mission to help enterprises and governments bring their ideas to life.

As a boutique consulting firm, we partner with enterprises, startups, and governments to solve complex, mission-critical challenges. Our expertise spans business process management, automation and AI, cloud, and application development. Our teams are collaborative, our leadership is transparent, and our work is impactful.

Alongside our consulting practice, we’re product builders: our flagship platform, formsflow.ai, is a low-code solution that simplifies complex form creation, approvals, and workflow automation, helping organizations move faster without sacrificing quality or compliance. Under the SLED360 umbrella, we deliver products and services tailored to the unique needs of state and local governments and the education sector, from modern case management to digital services. Our product offerings reflect our entrepreneurial spirit and firsthand experience solving real-world problems with scalable, human-centered technology.

As we expand into new markets and scale our solutions, there’s never been a better time to join AOT.

Role and Responsibilities

As Client Engagement Partner, you lead the financial services vertical at AOT. You are accountable for strategic growth, executive relationships, and delivery excellence across banks, credit unions, fintechs, insurance providers, and capital markets organizations in Canada, with U.S. expansion as a strategic advantage.

You operate at both strategic and operational levels—owning revenue growth while guiding solution direction and ensuring measurable business impact. You build and lead a functional go-to-market team of financial services-focused solution architects and subject matter experts, aligning consulting capabilities with regulatory and market realities.

You will:

• Own and expand strategic financial services accounts, serving as a trusted advisor to executive stakeholders across technology, operations, risk, and compliance.
• Develop and execute the financial services vertical growth strategy, including supporting pipeline development, partnerships, and market positioning.
• Collaborate with sales, pre-sales, product, and proposals teams on consultative sales cycles from discovery through proposal, procurement, and contract negotiation.
• Guide cross-functional delivery teams to ensure successful program execution, margin performance, and long-term client satisfaction.
• Translate regulatory and risk requirements (e.g., OSFI guidelines, PIPEDA, PCI-DSS, FINTRAC; familiarity with U.S. frameworks such as SOX, GLBA, and FFIEC is an asset) into practical digital transformation initiatives.

Your impact is reflected in revenue growth, account expansion, regulatory-aligned innovation, and the strength of AOT’s financial services practice.

Who You Are

You are a strategic relationship builder who understands the balance between innovation, risk, and regulatory compliance in financial services. You bring executive presence, commercial acumen, and the ability to guide organizations through complex modernization initiatives.

You bring:

• 10–15 years of experience in consulting, enterprise technology, or digital transformation within financial services.
• Demonstrated success managing and growing multi-million-dollar accounts within banks, credit unions, insurance providers, fintech organizations, or capital markets firms.
• Strong understanding of Canadian regulatory and risk environments (OSFI, PIPEDA, FINTRAC, PCI-DSS) and familiarity with U.S. financial regulatory frameworks (e.g., SOX, GLBA) as an asset.
• Experience leading cross-functional teams including solution architects, cloud engineers, data specialists, and delivery leaders.
• The ability to translate risk, compliance, customer experience, and operational requirements into scalable cloud, automation, AI, and application modernization solutions.

Experience navigating complex procurement processes and leading a vertical practice or go-to-market function is highly valued.

We Offer

• $140K – $160K CAD base salary and up to $200K CAD OTE
• Remote-first flexibility, with travel support for in-person engagements
• Continuous learning and leadership development opportunities
• Flexible schedules and generous paid time off
• Competitive health, dental, and wellness benefits from Day 1
• Employer-sponsored deferred profit-sharing plan
• A collaborative, mission-driven culture where your work matters

Apply Now

If you are motivated by meaningful impact, complex challenges, and building something that lasts, we’d love to hear from you. Apply today – we’re hiring now and excited to meet you. 

We strongly encourage candidates of all backgrounds, experiences, and identities to apply, even if they don't meet 100% of the listed criteria. We are seeking candidates with diverse career experiences for this position. If you're passionate about impacting the tech industry and eager to contribute your expertise, we invite you to apply!