ELISA ANNE FERNANDES
Mumbai
Summary
Proposal Management and RFP Specialist experienced in managing complex RFPs, RFIs, DDQs, and cybersecurity questionnaires within B2B SaaS and financial technology environments. Delivered high-quality, compliant submissions by coordinating cross-functional stakeholders and collaborating with Sales, Legal, Product, Compliance, and Operations teams. Focused on optimising proposal governance and translating technical information into clear, client-friendly content, with plans to pursue APMP Certification in 2027 to enhance expertise.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Consultant
GoldenSource LLC
Mumbai
11.2021 - Current
- Own and manage the end-to-end proposal response process for RFPs, RFIs, DDQs, security assessments, and vendor questionnaires for enterprise clients
- Coordinate proposal timelines, stakeholder responsibilities, and submission schedules to ensure timely delivery of high-quality and compliant responses with zero missed deadlines
- Partner closely with Sales, Product, Compliance, Legal, and internal SMEs to gather accurate and comprehensive proposal content
- Facilitated proposal strategy discussions, Go/No-Go meetings, internal review sessions, and stakeholder check-ins to align team objectives and enhance proposal quality
- Translate complex product capabilities and operational information into clear, customer-focused proposal responses
- Conduct detailed quality assurance reviews to ensure proposals align with customer requirements, company standards, branding, and messaging consistency
- Manage proposal workflows through Loopio by assigning tasks, monitoring progress, tracking deadlines, and coordinating stakeholder reviews
- Collaborate with internal teams to improve proposal response efficiency, communication workflows, and submission processes
- Maintain and optimize Loopio content library by updating responses quarterly, removing duplicate content, and improving content accessibility
- Supported internal teams by guiding and training on Loopio features and proposal management best practices to optimise proposal response processes
- Liaise with Loopio support teams to communicate platform feedback, enhancements, and operational issues
- Promoted within one year of joining due to strong performance and operational contributions
- Represented GoldenSource LLC at the company’s Global Sales Kickoff in London
- Successfully contributed to achieving Bronze ESG certification through coordinated cross-functional efforts
- Contributed to company ESG certification initiatives through stakeholder coordination and documentation management, ensuring compliance with certification requirements
Senior Associate
SS&C Technologies
11.2016 - 11.2021
- Managed RFPs, RFIs, DDQs, KYC/CDD questionnaires, and due diligence responses for hedge fund and private equity clients, ensuring compliance and client satisfaction
- Developed and customised proposal responses to meet client requirements and regulatory expectations, contributing to successful client engagements
- Coordinated with sales, product specialists, legal, compliance, and operations teams to gather information for client proposals and due diligence documentation, enhancing proposal quality and accuracy
- Supported enterprise client onboarding processes through timely completion of due diligence and compliance-related questionnaires
- Prepared detailed corporate due diligence reports for global institutional clients across multiple jurisdictions
- Maintained current knowledge of product developments, operational updates, and competitive differentiators to strengthen client responses
- Trained and mentored new team members on proposal response processes, documentation standards, and stakeholder coordination
- Assisted with quantitative and qualitative ad-hoc reporting requests from depositaries and third-party organizations including Thomas Murray and Mark-It
- Awarded 'Star of the Month' within three months of joining for outstanding performance and commitment
Coordinator
The Eagle Isa 40:31
Mumbai
11.2011 - 11.2015
Part-Time Associate
British Council
Mumbai
10.2012 - 12.2012
Education
Masters - Investment Banking and Financial Analytics
Boston Institue of Analytics
05-2026
Bachelor of Arts - Economics
St. Andrew’s College
Mumbai, IndiaSkills
- End-to-End RFP & Proposal Management
- Proposal Writing & Content Management
- Proposal Quality Assurance
- Compliance & Due Diligence Responses
- RFIs / DDQs / Security Questionnaires
- Cross-Functional Stakeholder Coordination
- Go/No-Go Process Support
- Project Management & Deadline Tracking
- Process Improvement & Workflow Optimization
- Enterprise SaaS & Financial Technology Solutions
- Legal & Compliance Collaboration
- Loopio Administration & Library Management
- RFX Platforms
- Knowledge Base & Documentation Management
- Client Relationship Management
- Team Training & SME Coordination
- Loopio
- Microsoft Office Suite
- Google Workspace
- Proposal management
- Stakeholder communication
- Quality assurance
- Decision making under pressure
- Process improvements
Certification
APMP Certification, Planning to pursue
Websites, Portfolios and Profiles
linkedin.com/in/elisa-fernandes93
Languages
English
Advanced
C1
Hindi
Elementary
A2
Interests
- Avid reader
- Journals in my spare time
- Self-taught in playing the guitar and ukulele
Timeline
Senior Consultant
GoldenSource LLC
11.2021 - Current
Senior Associate
SS&C Technologies
11.2016 - 11.2021
Part-Time Associate
British Council
10.2012 - 12.2012
Coordinator
The Eagle Isa 40:31
11.2011 - 11.2015
Masters - Investment Banking and Financial Analytics
Boston Institue of Analytics
Bachelor of Arts - Economics
St. Andrew’s College