Proposal Manager
JOB TITLE: Proposal Manager
FLSA STATUS: Exempt
DEPARTMENT: Public Administration & ERP
REPORTS TO: VP of Finance
SUPERVISORY RESPONSIBILITIES: No
JOB LOCATION: Remote
TRAVEL: 5-10%
The Proposal Manager partners cross-functionally with Sales, Product, Legal, Finance, and Operations to execute proposals efficiently, ensure alignment with market strategy, and improve win rates. This role serves as a critical enabler of the sales process by bringing structure, consistency, and expertise to complex bid responses.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Assist verticals by identifying RFPs/RFIs using corporate tools (GovWin, GovSpend)
Coordinate with EVP, Sales Manager, Account Executive (AE), Finance, Development, and Legal to determine if opportunities are a strategic fit. All RFPs/RFIs over $100K require a review meeting with Sales Manager, AE, Proposal Manager, EVP, Paul Christians, Lisa Coram, and Alysha Marx.
Once determined to move forward with RFP/RFI - Set up and manage tools (Teams, SharePoint, Salesforce, Loopio, Copilot, etc.) in alignment with the RFP Detailed Process to track and execute responses
Balance workload based on deadlines and priorities as directed by the Sales Manager and/or EVP
Proactively identify and manage risks (contractual, pricing, scope) and escalate as needed
Communicate regularly with Sales Managers and EVPs regarding due date changes, priorities, status, and strategy
Facilitate client communication following the rules set forth within the bid, such as submitting questions within the allotted timeframe.
Monitor and communicate any amendments, deadline changes, or requirement updates
Assign sections to SMEs and provide clear guidance on expectations
Coordinate with Legal, Finance, and Product teams to gather required inputs
Escalate delays or risks impacting deadlines to Lisa Coram and Alysha Marx
Develop, draft, and edit proposal content, including cover letters and response narratives
Tailor responses to align with client requirements, vertical strategy, and win themes (leveraging prior “won” proposals). Participate in debriefings/lessons-learned sessions after delivery of a proposal to contribute ideas and recommendations towards proposal process improvements.
Maintain overall proposal quality by ensuring:
All questions are fully answered
Requirements are met
Submissions are accurate, consistent, and professional
Maintain, update, and leverage proposal content libraries and tools (Loopio, Salesforce, SharePoint, Copilot)
Set and manage follow-up reminders with AEs, Sales Managers, and EVPs after proposal submission
If approved or requested by the vertical EVP and/or CRO – submit and track the FOIA process on any submitted RFI/RFP’s
MINIMUM QUALIFICATIONS (EDUCATION AND EXPERIENCE):
High school diploma or equivalent
1+ years of managing proposal content
Intermediate to advanced Microsoft Office experience
Ability to communicate effectively, conduct presentations, and draft concise and detailed proposals.
FLSA STATUS: Exempt
DEPARTMENT: Public Administration & ERP
REPORTS TO: VP of Finance
SUPERVISORY RESPONSIBILITIES: No
JOB LOCATION: Remote
TRAVEL: 5-10%
The Proposal Manager partners cross-functionally with Sales, Product, Legal, Finance, and Operations to execute proposals efficiently, ensure alignment with market strategy, and improve win rates. This role serves as a critical enabler of the sales process by bringing structure, consistency, and expertise to complex bid responses.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Assist verticals by identifying RFPs/RFIs using corporate tools (GovWin, GovSpend)
Coordinate with EVP, Sales Manager, Account Executive (AE), Finance, Development, and Legal to determine if opportunities are a strategic fit. All RFPs/RFIs over $100K require a review meeting with Sales Manager, AE, Proposal Manager, EVP, Paul Christians, Lisa Coram, and Alysha Marx.
Once determined to move forward with RFP/RFI - Set up and manage tools (Teams, SharePoint, Salesforce, Loopio, Copilot, etc.) in alignment with the RFP Detailed Process to track and execute responses
Balance workload based on deadlines and priorities as directed by the Sales Manager and/or EVP
Proactively identify and manage risks (contractual, pricing, scope) and escalate as needed
Communicate regularly with Sales Managers and EVPs regarding due date changes, priorities, status, and strategy
Facilitate client communication following the rules set forth within the bid, such as submitting questions within the allotted timeframe.
Monitor and communicate any amendments, deadline changes, or requirement updates
Assign sections to SMEs and provide clear guidance on expectations
Coordinate with Legal, Finance, and Product teams to gather required inputs
Escalate delays or risks impacting deadlines to Lisa Coram and Alysha Marx
Develop, draft, and edit proposal content, including cover letters and response narratives
Tailor responses to align with client requirements, vertical strategy, and win themes (leveraging prior “won” proposals). Participate in debriefings/lessons-learned sessions after delivery of a proposal to contribute ideas and recommendations towards proposal process improvements.
Maintain overall proposal quality by ensuring:
All questions are fully answered
Requirements are met
Submissions are accurate, consistent, and professional
Maintain, update, and leverage proposal content libraries and tools (Loopio, Salesforce, SharePoint, Copilot)
Set and manage follow-up reminders with AEs, Sales Managers, and EVPs after proposal submission
If approved or requested by the vertical EVP and/or CRO – submit and track the FOIA process on any submitted RFI/RFP’s
MINIMUM QUALIFICATIONS (EDUCATION AND EXPERIENCE):
High school diploma or equivalent
1+ years of managing proposal content
Intermediate to advanced Microsoft Office experience
Ability to communicate effectively, conduct presentations, and draft concise and detailed proposals.