Analyst Evaluations Specialist

Key Responsibilities

• Manage end-to-end coordination of ISG Provider Lens and potentially other analyst research submissions.
• Review RFI questionnaires and submission requirements to identify required inputs, supporting data, and stakeholders.
• Develop project plans, timelines, and submission schedules.
• Consolidate responses, supporting documentation, client references, and evidence required for submissions.
• Perform quality reviews to ensure submissions are complete, accurate, and aligned with requirements.

Cross-Functional Coordination

• Partner closely with Analyst Relations and Advisor Relations teams to support research participation activities.
• Coordinate with business leaders, service line teams, industry leaders, marketing, sales, and subject matter experts to gather required content and data.
• Provide regular status updates to stakeholders.

Content and Data Management

• Support the Evaluations Leader in maintaining repositories of submission content, standard responses, supporting evidence, and historical research materials.
• Identify opportunities to reuse and enhance content across submissions to ensure consistency of messaging and data.
• Support the collection and management of customer references and case studies for evaluations.

Process Improvement

• Maintain submission calendars, tracking tools, and documentation.
• Identify opportunities to streamline processes and improve efficiency.
• Develop templates, checklists, and best practices to support future submissions.

Required Qualifications

• 2–5 years of experience in analyst relations, proposal management, RFP/RFI coordination, sales support, marketing operations, project coordination, or a related field.
• Experience coordinating RFP, RFI, proposal, or bid-management processes.
• Strong organizational and time-management skills.
• Strong written and verbal communication skills, with the ability to work effectively across teams, geographies, and time zones.
• Ability to manage multiple projects and competing deadlines.
• Strong attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office, collaboration tools, and project-tracking platforms.

Preferred Qualifications

• Experience working in professional services, consulting, technology, or other B2B organizations.
• Familiarity with ISG and ISG Provider Lens research.