Proposals Consultant

Summary

Join Fleetio as a Proposal Coordinator to manage and streamline the proposal development process, ensuring timely and high-quality submissions for public sector RFPs, RFIs, and RFQs. Collaborate with cross-functional teams, leverage project management tools, and utilize AI technologies to enhance proposal quality and efficiency. Oversee the end-to-end proposal process, from analyzing RFP requirements to ensuring on-time submission. Work closely with various teams to gather information and meet client requirements. Utilize Asana or similar tools to manage the proposal intake process and track progress. Assist in writing and editing proposal content, incorporating AI tools to enhance quality. Monitor and report on key proposal metrics, ensuring compliance and quality. Maintain familiarity with APMP standards and best practices. Analyze data on missing requirements to inform strategic decisions. Investigate and coordinate the submission of desirable proposals.

Requirements

• Minimum of 2 years' experience in proposal coordination, preferably within the SaaS industry with a focus on public sector clients
• Bachelor’s degree in Business, Marketing, Communications, or a related field
• Proficiency in SaaS infrastructure, integration requirements, typical reporting requirements, workflow automations, etc
• Familiarity with Asana or similar project management tools
• Familiarity with APMP standards
• Strong analytical abilities with experience in tracking and reporting proposal metrics
• Exceptional written and verbal communication skills, with the ability to tailor messaging to diverse audiences
• Demonstrated ability to work effectively in cross-functional teams and manage multiple priorities in a fast-paced environment

Responsibilities

• Oversee the end-to-end proposal process, including analyzing RFP requirements, developing proposal outlines, coordinating content creation, and ensuring on-time submission
• Work closely with Sales, Technical, Legal, and Finance teams to gather necessary information and ensure all proposal components meet client requirements and company standards
• Utilize Asana or similar project management tools to manage the proposal intake process, track progress, assign tasks, and generate reporting metrics
• Assist in writing and editing proposal content, ensuring clarity, compliance, and alignment with client needs. Incorporate generative AI tools to enhance content quality and efficiency
• Monitor and report on key proposal metrics, including On-Time Submission Rate, Progression Rate, and Win Rate, providing insights for continuous improvement
• Ensure all proposals comply with RFP requirements and company standards. Conduct quality reviews and coordinate internal approvals
• Maintain familiarity with the Association of Proposal Management Professionals (APMP) standards and best practices. Apply this knowledge to enhance proposal strategies and processes
• Aggregate and analyze data on missing technical or business requirements in proposals, attributing findings to target markets, industries, or verticals to inform strategic decisions
• Task the Proposal manager with investigating desirable, publicly listed proposals to submit & coordinate internally with Ops to triage viable opportunities to the sales organization

Preferred Qualifications

• Experience with generative AI tools for content creation is a plus
• APMP certification is a plus

Benefits

• Multiple health/dental coverage options
• Vision insurance
• Incentive stock options
• 401(k) match of 4%
• PTO - 4 weeks
• 12 company holidays + 2 floating holidays
• Parental leave- birthing parent (16 weeks paid) non-birthing (4 weeks paid)
• FSA & HSA options
• Short and long term disability (short term 100% paid)
• Community service funds
• Professional development funds
• Wellbeing fund - $150 quarterly
• Business expense stipend- $125 quarterly
• Mac laptop + new hire equipment stipend
• Remote working friendly since 2012 #LI-REMOTE