RFP Proposal Manager ConsultantCleo • New York, New York, United States
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RFP Proposal Manager Consultant
Cleo
- New York, New York, United States
- New York, New York, United States
À propos
This is a hands-on, execution-focused role responsible for ensuring high-quality, timely, and strategically aligned submissions—without requiring heavy oversight. The ideal candidate is a self-directed operator who can quickly assess priorities, mobilize internal stakeholders, and deliver polished proposals in fast-moving sales cycles.
In parallel, this role will manage Cleo’s presence across consultant and broker marketplace portals, ensuring inbound opportunities are captured and effectively responded to.
This role reports to the Chief Growth Officer
Key Responsibilities
General Member Support: End-to-End RFP/ RFI Execution (Primary Focus)
Own intake, triage, and response for all inbound RFPs, RFIs, and security questionnaires.
Drive timelines, coordinate inputs, and deliver completed submissions with minimal oversight.
Prioritize efforts based on deal value, strategic importance, and likelihood to win
Ensure all responses are accurate, tailored, and submission-ready
Proposal Development & Light Strategy
Partner with Sales to align on key deal context and win themes
Translate Cleo’s value proposition into clear, concise, and compelling responses
Focus on clarity, differentiation, and efficiency (vs. over-engineering content)
Identify gaps in positioning and flag opportunities for improvement
Content Utilization & Light Library Management
Marketplace & Portal Management
Cross-Functional Coordination
Engage internal SMEs (Product, Marketing, Business Intelligence, Member Operations, Security, Legal, etc) as needed
Minimize disruption to internal teams by asking targeted, efficient questions
Operate with a low-lift, high-output mindset
Scope and Operating Model
Estimated Volume: ~2–6 RFPs/RFIs per month (may vary)
Hours: From 20-25 hours/week, flexed based on active deal volume
Contract duration: 6 months minimum
Work Style: Asynchronous, deadline-driven, minimal meetings
Tools: Responsive (RFPIO), Google Workspace, CRM (HubSpot), proposal tools (if applicable)
Qualifications Required Experience:
5–10+ years in RFP/proposal management, sales enablement, or similar role
Experience in digital health, SaaS, or employee benefits preferred
Proven ability to independently manage complex, deadline-driven submissions
Strong writing skills with ability to produce executive-ready content quickly
What Success Looks Like
RFPs are delivered on time, high quality, and with minimal internal friction
Sales team experiences a faster, smoother response process
Cleo’s submissions are clear, differentiated, and aligned to buyer priorities
Marketplace channels are actively managed and generating qualified opportunities
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Compétences linguistiques
- English
Avis aux utilisateurs
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