Proposal Management

Key Responsibilities

• Proposal Lifecycle Management:
• Oversee all phases of the proposal lifecycle timeline and deliverables, from receiving a Request for Proposal (RFP) to final submission.
• Supports the Interpretation and analysis of complex RFP requirements and instructions.
• Contributes to the development of proposal strategies and participates in business development meetings to align proposals with organizational goals.
• Helps identify critical compliance elements and ensure proposals address evaluation criteria effectively.
• Supports the timely and compliant submission of proposals with established timelines and budgets
• RFP Program Management
• Assists in the end-to-end RFP process including intake, eligibility, win strategy solidification and communication, project planning, content development, executive reviews and timeliness of final submission.
• Owns the proposal calendar, timelines and deliverables ensuring all stakeholders are aligned and deadlines are met.
• Team Coordination:
• Collaborates directly with the members of each cross-functional team (e.g., Sales, Product Marketing, Marketing, Product & Engineering, Finance) to gather necessary information and ensure alignment with the RFP specifications.
• Facilitates intake and win strategy meetings and executive involvement ensuring strategic messaging and client alignment.
• Supports sales teams with custom responses for RFIs, security questionnaires and related documentation.
• Facilitates proposal review meetings, kickoff sessions, and other key meetings to facilitate progress and secure internal approvals.
• Assign and track responsibilities to ensure timely contributions from all stakeholders.
• WorkRFP Analysis: Interpret and analyze RFP requirements and instructions to ensure the proposal is fully compliant and competitive.
• Act as a liaison between internal teams, clients, and vendors, coordinating activities and ensuring effective communication.
• Continuous Improvement & Insights
• Track proposal performance metrics including win rates, feedback, cycle times, win/loss and present findings in monthly KPI deck.
• Lead post-mortem reviews to identify lessons learned and consolidate improvements for review and implementation
• Artifact and Document management:
• Create, maintain, and update program management process documents, proposal templates, and the proposal and budget template to ensure consistency and efficiency.
• Maintain organized proposal documentation and version control.
• Prepare internal and external reports, including status updates, compliance matrices, and executive summaries. Maintain training artifacts and documentation
• Maintain central repository of proposal content, templates and standard responses.

Key Skills and Qualifications

• 2-4+ years of experience in proposal management, program management or business development role. Project Management Skills: Strong ability to manage multiple assignments, develop timelines, and ensure projects stay on track with supervision.
• Analytical Skills: Demonstrated capability to analyze complex RFP requirements and synthesize complex information with guidance
• Communication & Interpersonal Skills: Excellent written and verbal communication skills to coordinate with diverse teams and facilitate meetings effectively.
• Organizational Skills: Meticulous organization of proposal documentation, databases, and filing systems.
• Technical Proficiency: Experience with proposal management software (Loopio), GSuite of products, (Sheets, Docs, Slides), Salesforce, and other relevant tools is often required.
• Experience working in a deadline-driven, sales-first environment, with a storing sense of urgency.
• Bachelor's Degree: A bachelor's degree in a related field, such as business or a technical area, is preferred
• Proven ability to work effectively with executive leadership and sales organizations on client facing deliverables.