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About the role
Key responsibilities & impact- Support the completion of RFPs, RFIs, vendor assessments, security questionnaires, due diligence requests, and related submissions by reviewing requirements, tracking timelines, and helping ensure all required materials are completed.
- Coordinate with internal subject matter experts to gather accurate answers, supporting documents, and approvals while helping keep requests moving toward completion.
- Maintain visibility into active, completed, and upcoming requests through trackers, shared documentation, Loopio, or other internal systems.
- Draft, edit, and refine responses so they are clear, accurate, professional, and aligned with Case IQ's messaging and customer-facing standards.
- Adapt approved knowledge base content to fit specific prospect or customer questions while maintaining consistency in tone, terminology, and accuracy.
- Review response materials for grammar, formatting, completeness, and overall quality before final review or submission.
- Work closely with Sales, Customer Success, Product, Security, Legal, Finance, Operations, Implementation, Support, and other internal teams to collect required information.
- Partner with Sales and Account teams to understand prospect or customer context and ensure responses are tailored where appropriate.
- Route legal, security, privacy, compliance, pricing, or contractual questions to the appropriate internal reviewers.
- Help maintain Case IQ's RFP response knowledge base in Loopio, ensuring reusable answers, templates, and supporting materials are organized, current, and easy to find.
- Update standard responses, company information, product descriptions, security language, compliance content, and other reusable materials in Loopio as needed.
- Identify outdated, inconsistent, or incomplete content and work with subject matter experts to refresh it.
Requirements
What you’ll need- Bachelor’s degree in Business, Communications, English, Marketing, or a related field, or equivalent professional experience.
- 2+ years of experience in proposal writing, RFP support, business writing, sales support, marketing, communications, customer operations, or a similar role.
- Strong writing, editing, proofreading, and document formatting skills, with excellent attention to detail.
- Strong organizational skills with the ability to manage multiple tasks, deadlines, and priorities.
- Comfortable coordinating with internal teams, following up on outstanding information, and working collaboratively across departments.
- Ability to understand business, product, technical, security, and compliance information and turn it into clear written responses.
- Experience with RFPs, RFIs, vendor assessments, security questionnaires, SaaS, compliance, investigations, risk management, SOC 2, ISO 27001, GDPR, or accessibility questionnaires is considered an asset.
- Experience using Loopio or similar RFP response management software is considered an asset.
Benefits
Comp & perks- Work remotely within a flexible work environment; our team spans 7 countries!
- Competitive company-paid benefits plan starting day 1!
- Generous professional development budget.
- RRSP / 401k matching program
- Half-day Fridays in the summer.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
proposal writingRFP supportbusiness writingdocument formattingeditingproofreadingattention to detailcompliancerisk managementSaaS
Soft Skills
organizational skillscollaborationcommunicationtime managementattention to detail
Certifications
SOC 2ISO 27001GDPR