Own end-to-end drafting, refinement, and submission of RFPs, RFIs, and custom proposals for institutional prospects.
Partner with advisors to translate complex wealth management concepts into clear, persuasive proposal content and track multiple concurrent projects.
Coordinate across sales, advisory, and implementation workflows, using AI tools to accelerate drafting while maintaining accuracy.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver tailored wealth management experiences. It is a fast-scaling startup backed by top-tier venture capital firms, with a collaborative team of entrepreneurs passionate about building the future of wealth management.
You will manage RFP, RFI, and DDQ projects from intake to submission, ensuring timely and accurate responses.
You will coordinate with Sales, Solutions, Legal, and other teams to gather content and maintain a centralized library.
You will identify process improvements and apply AI tools to streamline proposal workflows.
Partner Company is a fintech/payments firm seeking to expand its US sales operations. They foster a collaborative, flexible-first environment where employees own their work and drive innovation through AI and process automation.
Manage live RFP, RFI, and DDQ projects from intake through submission
Coordinate with AEs, Solutions, SMEs, and cross-functional teams to gather inputs and keep work on track
Maintain Loopio library hygiene, support process improvements, and explore AI-assisted opportunities
Marqeta provides a modern card issuing platform that powers payment operations for companies like Block, Cash App, and Uber, enabling real-time card issuance and transaction management. The company is a pioneer in embedded finance, operating with a Flexible First culture that values collaboration, innovation, and customer focus.
Lead end-to-end development of RFPs, RFIs, and proposals, coordinating cross-functional teams from strategy to legal.
Own and improve proposal content libraries, templates, and knowledge repositories to streamline future submissions.
Provide status updates, manage multiple deadlines, and ensure quality in a fast-paced, remote environment.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It operates remotely with a focus on efficiency and data-driven recruitment.
Manage and track customer contracts and renewals, proactively identifying expansion opportunities.
Prepare and issue proposals and quotations in partnership with Customer Success, Finance, and the commercial team.
Lead all client contract communications, serving as a trusted advisor and ensuring accurate execution.
Mural Health is a fast-growing clinical technology start-up that makes clinical trials easier for participants. Their mission is to eliminate any barriers participants or caregivers experience while being part of a clinical trial.
Lead the design and execution of a comprehensive sales enablement strategy across sales and account management teams.
Collaborate with senior leadership and cross-functional partners to align enablement initiatives with business objectives.
Mentor and develop a team of enablement specialists to foster a results-driven learning culture.
Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Over 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
Own end-to-end proposal development for RFPs, RFIs, and procurement requests, ensuring high-quality, strategic submissions.
Coordinate cross-functional teams across Strategy, Media, Creative, Analytics, and Leadership to craft compelling proposal narratives.
Manage content libraries and AI knowledge repositories to improve proposal efficiency and consistency.
Wpromote is a digital marketing agency specializing in integrated media, creative, and analytics to drive client growth. Recognized as a Best Place to Work and Adweek's Fastest Growing Digital Agency, they promote an inclusive, remote-first culture with a strong emphasis on work-life balance.
Manage live RFP, RFI, and DDQ projects from intake through submission by coordinating with cross-functional teams and SMEs.
Maintain Loopio library, review cycles, and content updates to support efficient RFP response processes.
Drive process improvements and leverage AI tools to enhance workflow efficiency and response accuracy.
Marqeta is a modern card issuing platform that enables companies to build and manage payment cards. The company is publicly traded and emphasizes a flexible, remote-first culture with a focus on innovation and collaboration.
Validate deal economics including customer pricing, provider costs, TCV, gross margin, deposits, payment schedules, and cash-flow exposure before signature.
Align upstream and downstream terms by reviewing customer and provider agreements to identify mismatches in pricing, term, payment obligations, SLAs, and other commitments.
Own deal desk governance ensuring required approvals are complete before signature and that material exceptions are identified and approved.
Shadeform is a GPU cloud marketplace that aggregates compute across 30+ cloud providers via a single API and dashboard. We are a YC-backed company on track to surpass $100M in revenue this year with a small team of around 15 people building AI infrastructure.
Lead GTM enablement strategy and execution, connecting commercial teams with cross-functional partners.
Build and maintain knowledge management systems using AI to ensure teams have up-to-date materials.
Design and facilitate training experiences to drive adoption and behavior change among GTM teams.
Stepful is a workforce platform that partners with healthcare institutions to train and retain talent, addressing the national shortage of healthcare workers. Founded in 2021, they have trained over 32,000 workers and are backed by Y Combinator and other investors, with a culture of caring, learning, building together, and ownership.