Role Overview Frontline DDQ/RFP support for AEs and revenue teams. Triage, fill questionnaires (mostly DDQs), manage cases in SFDC & Loopio, route to XFN DRIs, meet SLAs,), and keep organized repos and trackers Primary Tasks/Responsibilities Manage end-to-end proposal lifecycle for assigned RFPs/RFIs/ITNs: intake, compliance matrix, content assembly, and submission Create and maintain proposal templates, standard content library, pricing calculators, and compliance checklists Coordinate cross-functional contributors (sales, legal, finance, product, delivery) to collect inputs and approvals on technical, commercial, and legal sections Develop and validate pricing models and cost assumptions; work with finance to ensure margins and commercial terms meet targets Ensure all responses meet RFP requirements and internal approval governance; run red-team reviews and final quality checks Maintain records of versions, submission receipts, and post-submission debrief artifacts; track win/loss outcomes and reasons Produce bid analytics and dashboards to measure success rates, win drivers, pricing trends, and proposal cycle time Support strategic capture activities: competitor analysis, win themes, tailoring value propositions, and identifying differentiators Primary Audience AE, XFN teams, do not communicate directly to the customer. Internal facing only (e.g., Commercial legal, Privacy, Security, Third party risk, Merchant health and safety, Business continuity, Solution architecture) All XFN DRIs and people needed are maintained in the loopio process Must Have Skills Proposal management, demonstrated experience producing compliant RFP/RFI/ITN responses Technical writing and storyboarding, craft clear value propositions and tailored solution narratives Pricing and commercial acumen, build/validate pricing models and understand margin drivers Project coordination, manage timelines, version control, and stakeholder follow-ups Attention to detail, compliance matrixing, contract clause awareness, and proofreading Data/analytics basics, ability to produce simple bid performance metrics and interpret win/loss data Communication, strong written and verbal communication; comfortable presenting recommendations to leadership Must Have Tools Microsoft Office suite (Word, Excel, PowerPoint) - advanced Excel (pricing models, pivot tables) Proposal management or CRM system (e.g., RFPIO, Loopio) or demonstrated equivalent experience Document/version control (SharePoint/Google Drive) Basic BI/reporting tool familiarity (e.g., Excel, Power BI, Looker) for tracking metrics Nice to Haves: Skills Experience with formal capture management and pursuit strategy Financial modeling or FP&A exposure for complex pricing scenarios Familiarity with legal/contract language and redlines Process improvement experience (streamlining proposal workflows, automation) Presentation design skills for executive-level proposal decks Tools RFP automation platforms (RFPIO, Loopio) advanced usage Pricing/configuration tools (CPQ) knowledge BI tools (Power BI, Looker, Tableau) for dashboarding Simple scripting or automation (Excel VBA, Python) to accelerate repetitive tasks Qualifications: Bachelors Degree 2-5 years relevant experience Experience with RFPs, Due Diligence, and Security Questionnaires. Salesforce experience (Salesforce Case management is a strong plus). Strong communication and stakeholder management skills (daily interaction with Sales and partner teams). Excellent prioritization and organizational skills to manage multiple time-sensitive requests simultaneously. Why Join Us Competitive Salary & Benefits - Earn well while enjoying great perks Career Growth - Clear paths for promotions and skill development Supportive Work Environment - Join a team that values you Comprehensive Training - No experience No problem! We've got you covered Exciting Opportunities - Be part of a dynamic and growing industry Ready to take the next step Apply today! *Terms and conditions apply
