CareerPlan

Proposal Manager

Remote · United StatesRemoteFull-time$90k–$120k2026-11-10
Remote · from United StatesNo visa sponsorship

Core

Lead and coordinate RFI and RFP responses to drive revenue for a workplace financial wellbeing platform.

Role type

Senior IC proposal manager (B2B SaaS)

Builds

Winning RFP/RFI responses and proposal content for HR technology buyers

Domain

HR technology / Financial wellbeing / B2B SaaS

Required skills

RFP/RFI management, cross-functional collaboration, persuasive writing, project management, time management, competitive analysis, process improvement, stakeholder management, content library management

Preferred skills

HR technology domain knowledge, multinational audience adaptation, CF-APMP certification, Shipley/APMP methodologies, Loopio proficiency

Technologies

Loopio, HubSpot

Responsibilities

Lead end-to-end RFx requests and set timelines; Translate business requirements into persuasive proposal content; Orchestrate cross-functional collaboration among sales, marketing, and product; Maintain content library and workflow in Loopio; Track proposal activity and outcomes in HubSpot; Improve proposal processes and competitive positioning

Seniority

Mid-Senior, hands-on IC