Explore bid roles and responsibilities

Understand the key roles involved in winning bids –
from writers to directors, and how each contributes to your success.

Understand the roles that win bids

Bids can involve a variety of roles, each with a distinct responsibility in delivering a compliant, compelling submission. From organising the process to writing persuasive responses and shaping win strategies, every position plays a vital part in securing success.

Whether you’re new to bidding or refining your approach, this guide will help you understand who does what in a bid team – and why each role matters.

Core roles in bid management

Bid Director

The Bid Director provides strategic oversight for the entire bid management function within an organisation. They are responsible for developing and implementing bid strategies that align with the company’s long-term goals. The Bid Director often oversees multiple bids simultaneously and plays a key role in client relationship management and high-level decision-making.

  • Key Responsibilities: Strategic oversight, leadership, resource allocation, securing the bid budget, client relationship management, and liaising with internal executive sponsors.

Link:  Hire a Bid Director

Commercial Director

Overview:
The Commercial Director plays a critical role in overseeing the financial and commercial aspects of the bid. They work closely with the Bid Director and Bid Manager to ensure that the bid is commercially viable and aligns with the company’s financial goals. The Commercial Director is also involved in contract negotiations and client relationship management at a high level.

  • Key Responsibilities: Financial oversight, contract negotiation, commercial strategy, risk management.
Business Development Manager

Overview:
The Business Development Manager (BDM) is responsible for identifying and pursuing new business opportunities and driving the company’s growth through successful bids. The BDM works closely with the Bid Director and Bid Manager to ensure that bids are aligned with the company’s business development strategy and that they target the right opportunities.

  • Key Responsibilities: Opportunity identification, client relationship management, strategic alignment, and market analysis.
Bid Strategist

The Bid Strategist focuses on developing the overall strategy for a bid, including identifying win themes, competitive differentiators, and key messages. They work closely with the Bid Director and Bid Manager to ensure that the bid is positioned to win, taking into account the client’s needs and the competitive landscape.

  • Key Responsibilities: Strategy development, competitive analysis, win theme identification, message alignment.
Capture Manager

The Capture Manager is responsible for overseeing the entire capture process, from opportunity identification to bid submission. They work closely with the Bid Strategist and Business Development Manager to develop and execute strategies that increase the likelihood of winning the bid. The Capture Manager is involved in all stages of the bid, ensuring that the pursuit aligns with the company’s overall business objectives.

  • Key Responsibilities: Opportunity capture, strategy execution, client engagement, competitive analysis.
Proposal Manager

Note:
In some organisations, the roles of a Proposal Manager and a Bid Manager may overlap or be the same. For clarity, we have maintained separate descriptions, but if your company combines these roles, please refer to the Bid Manager Job Description as well.

Overview:
The Proposal Manager oversees the entire proposal development process, ensuring that the proposal meets all client requirements and is delivered on time. They coordinate the efforts of writers, designers, and subject matter experts to create a cohesive and compelling document. The Proposal Manager also ensures that the proposal is aligned with the bid strategy and company objectives.

  • Key Responsibilities: Proposal development, team coordination, compliance, and quality assurance.
Bid Manager

A Bid Manager is responsible for the day-to-day management of the bid process. They oversee the coordination of the bid team, manage resources and budget, ensure compliance with client requirements, and lead the bid from start to finish. The Bid Manager is crucial in ensuring that all aspects of the bid are aligned with the strategy set by senior management.

  • Key Responsibilities: Project management, team coordination, risk management, client communication.

Link: Hire a Bid Manager

Bid Consultant

A Bid Consultant provides expert advice and support throughout the bid process, often working on a contract basis. They bring specialised knowledge and experience to help companies develop and submit winning bids. The Bid Consultant may assist with strategy and/or solution development, content creation, compliance checks, and overall bid management.

  • Key Responsibilities: Strategic advice, content support, compliance review, process optimisation.

Link: Bid Consultant Job Description | Hire a Bid Consultant

Bid Coordinator

A Bid Coordinator plays a central role in managing the bid process from start to finish, ensuring everything runs smoothly and to deadline. They are responsible for organising inputs, tracking progress, managing documentation, and supporting the wider bid team. A Bid Coordinator ensures bids are submitted on time and in line with client requirements.

  • Key Responsibilities: Timeline management, document control, team coordination, submission support.

Link: Bid Coordinator Job Description | Hire a Bid Coordinator

Proposal Writer

The role of a Proposal Writer is similar to that of a Bid Writer, with both focusing on crafting the content of the bid. In many cases, these roles may be interchangeable. Please refer to the Bid Writer Job Description for more details.

Overview:
A Proposal Writer is responsible for developing the narrative and content of the proposal. Their focus is on writing clear, persuasive, and compliant proposals that effectively communicate your company’s value proposition. Proposal Writers work closely with subject matter experts to ensure that the proposal meets the client’s needs and stands out from the competition.

  • Key Responsibilities: Content creation, research, compliance, storytelling.
Bid Writer

A Bid Writer is responsible for crafting the narrative and content of the bid. Their focus is on writing clear, persuasive, and compliant proposals that effectively communicate your company’s value proposition. Bid Writers work closely with subject matter experts to gather information and ensure that the proposal is tailored to the client’s needs.

  • Key Responsibilities: Content creation, research, compliance, storytelling.

Link: Bid Writer Job Description | Hire a Bid Writer

Technical Author

Overview:
The Technical Author is responsible for creating and reviewing the technical content of the bid. They work closely with subject matter experts to ensure that all technical aspects are accurately represented and compliant with client specifications. The Technical Author plays a key role in translating complex technical information into clear and understandable content.

  • Key Responsibilities: Technical content creation, accuracy assurance, compliance, and document review.
Solution Architect

Overview:
A Solution Architect is responsible for designing the technical solution that is proposed in the bid. They work closely with the Bid Manager and Technical Author to ensure that the solution meets the client’s requirements and is feasible within the given constraints. The Solution Architect also provides technical leadership and ensures that the proposed solution aligns with the company’s capabilities.

  • Key Responsibilities: Solution design, technical leadership, feasibility analysis, client requirements alignment.
Subject Matter Expert (SME)

Overview:
Subject Matter Experts (SMEs) provide the technical and specialised knowledge required to develop the bid content. They work closely with Bid Writers and Managers to ensure that the proposal accurately reflects the technical aspects of the solution and meets the client’s specifications.

  • Key Responsibilities: Technical input, content development, accuracy assurance, compliance.
Proofreader

Overview:
A Proofreader ensures that the bid documents are free from errors and are professionally presented. They review the content for grammar, spelling, punctuation, and consistency, ensuring that the proposal is polished and ready for submission. The Proofreader works closely with the Bid Writer and Proposal Manager to ensure that the final document is of the highest quality.

  • Key Responsibilities: Content review, error correction, consistency checks, document polishing.
Visual Communication Expert

Overview:
A Graphic Designer or Visual Communication Expert is responsible for the visual presentation of the bid. They create layouts, graphics, and visuals that enhance the readability and appeal of the proposal. The Visual Communication Expert works closely with the Bid Writer and Manager to ensure that the design aligns with the bid’s objectives and the company’s branding.

  • Key Responsibilities: Visual design, layout creation, branding alignment, and document formatting.
Compliance Manager

Overview:
The Compliance Manager ensures that all aspects of the bid meet the legal and regulatory requirements set by the client. They review the bid for compliance with all relevant standards, guidelines, and contractual obligations. The Compliance Manager plays a crucial role in mitigating risks associated with non-compliance.

  • Key Responsibilities: Compliance review, risk mitigation, legal standards adherence, documentation checks.
Bid Administrator

Overview:
The Bid Administrator provides administrative support throughout the bid process. They are responsible for managing the bid’s documentation, organising meetings, and ensuring that all administrative tasks are completed efficiently. The Bid Administrator works closely with the Bid Manager and Coordinator to keep the bid process on track.

  • Key Responsibilities: Administrative support, documentation management, meeting organisation, process support.

Unlock your winning potential with our expert bid services.

At Bid Perfect, we specialise in bid consultancy services designed to elevate your bidding strategy, enhance your win rates, and ensure your bids stand out in a competitive marketplace.

Clients who trust us to deliver

Building success together with our trusted and valued clients.

Exceptional Training, Exceptional Outcomes

Bid Perfect is providing bid training for c.100 Mitie sales colleagues under our Sales Academy, with universally excellent feedback confirming our confidence in their design and delivery. They were professional and patient as we developed our requirement, offered expert advice, and delivered a taster session at our annual sales conference. We also invested in their eLearning modules within our LMS. Bid Perfect have since supported us with consultation, editing, and review on a major bid, helping us significantly improve our proposition. They’ve become a trusted partner.

Chris Piper

Group Sales Director

Long-Term Partners in Bid Improvement

Bid Perfect has provided us with bid consultation, interim support, and training services for ten years, first running a bid training course for us in 2009. They recently carried out a detailed firm-wide consultation on our bidding processes, helping us identify key areas for improvement and the need to equip stakeholders with stronger bid strategy and writing skills. As a result, they designed a two-day bid training course that’s been met with enthusiasm and excellent feedback, with around 70 colleagues due to be trained by the end of the programme. Bid Perfect are easy to deal with and work hard to deliver consultancy and learning experiences that meet our objectives and make things less complicated.

Joseph Mackey

Sales & Marketing Operations Manager

Professional, Reliable and Integral to Our Bids

Bid Perfect is Babcock’s trusted partner for bid support services and has consistently delivered excellent results since 2014. Originally one of three strategic suppliers, they are now our principal partner due to a strong relationship built on trust, value for money, and a pre-negotiated rate card that supports accurate bid budgeting. We rely on them for a continuous supply of professional and dependable bid personnel, including writers, managers, directors, and graphic specialists who adapt quickly and help shape winning content from the start. Their high standards and mandatory training ensure quality throughout, and we envisage continuing to work with Bid Perfect for many years to come.

Nigel Hudson

Head of Bid Programmes

Specialists Who Understand Our Business

Our association with Bid Perfect began in 2014 after meeting their directors at a European bid seminar, where it was clear their services could meet our unique tendering challenges. Since then, they’ve delivered a range of bid training programmes, learning seminars, process consultancy, and interim bid management and writing support. We’ve found them to be flexible, quality-driven, and empathetic to our business and people, delivering both ad-hoc services and formal programmes. The directors are engaging, knowledgeable, and highly skilled, and we look forward to continuing our partnership long into the future.

Ian Stout

Vice President of Business Strategy Technology & Consulting

Targeted Training and Strategy That Delivered Results

NATS recently secured a major new ten-year contract with strong growth potential. Bid Perfect supported the bid through a series of highly regarded training courses, followed by a defensive bidding workshop tailored to this opportunity. Neal Basson also helped shape the structure and narrative of our executive summary. Their Bid Value Matrix tool was particularly well received by the team and added real clarity to our value proposition. Given the success of this partnership, we fully intend to engage Bid Perfect for further customised workshops on upcoming competitive bids.

Mike Marshall

Senior Commercial Manager