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.
Lead the Proposal Desk and Sales Operations function, owning the RFP response process and sales tools adoption.
Manage a small team including an RFP coordinator, writer, and Sales Ops Analyst, setting direction and accountability.
Drive sales enablement, reporting, and process improvement in partnership with sales leadership.
SOVRA is a public procurement platform used by more than 7,000 government agencies and over 1 million suppliers across North America. The company fosters a collaborative culture focused on operational excellence and data-driven sales processes.
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.
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.
Lead and coordinate end-to-end RFx requests, including reviewing incoming bid requests and setting timelines.
Create compelling proposal content, including executive summaries and competitive positioning.
Orchestrate cross-functional collaboration among sales, marketing, client success, and global operations.
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. It is a venture-backed company that has raised over $35M and values a growth-focused, high-bar culture.