Proposal Manager

KPI Integrated Solutions

Proposal Manager at KPI Solutions managing pre-sales pursuits and coordination across teams. Ensuring timely delivery and clear ownership of proposals through the advanced solutions development process.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong project coordination and organizational skills, effectively managing multiple concurrent deadlines while maintaining data accuracy in pursuit tracking systems. Proficient in Smartsheet and Microsoft 365 tools, with a focus on enhancing pre-sales operations and communication between teams.

Highest-signal resume keywords

Smartsheet ProficiencyProject CoordinationSales Operations SupportStrong Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementProposal ManagementData Accuracy MaintenanceDeadline ManagementReport CreationAutomation ConfigurationPursuit TrackingCapacity MonitoringPipeline ReportingProcess Improvement

Soft Skills

Interpersonal SkillsNatural CoordinationAttention to DetailProactive AttitudeDiplomatic Communication

Tools & Technologies

SmartsheetMicrosoft 365Salesforce CRMTeamsSharePointMS Project

Industry Keywords

Pre-Sales SupportWarehouse AutomationMaterial HandlingAECCommercial Enablement

About the role

Key responsibilities & impact

Own and maintain the pursuit tracking system in Smartsheet, ensuring every active pursuit row is current with accurate deadlines, ownership, health status, and blocker notes.
Manage new pursuit intake — log incoming opportunities, confirm proposal due dates with the Sales Owner, and ensure a Pursuit Lead is assigned before technical work begins.
Run the weekly pursuit standup meeting, including pre-meeting preparation, facilitating the agenda, updating Smartsheet live during the call, and distributing the post-standup summary to the Teams pursuit channel.
Monitor pursuit health across the active pipeline, proactively identifying pursuits that are at risk of missing deadlines and escalating to Sales Owners and the ASD manager before deadlines are missed.
Monitor engineer and estimator capacity using the Smartsheet capacity view; flag overload conditions to the ASD manager before new pursuit assignments are accepted.
Serve as the primary communication bridge between the pre-sales team and Sales Owners, providing timely, factual status updates and managing expectations on deliverable timelines.
Maintain and continuously improve pursuit coordination processes, tools, and templates to support a repeatable, scalable pre-sales operation.
Ensure closed pursuits (Won, Lost, On Hold) are updated in Smartsheet promptly, and perform monthly archive cleanup to maintain a clean active pipeline view.
Support the ASD manager with pursuit pipeline reporting and capacity data for leadership reviews and board-level reporting as needed.

Requirements

What you’ll need

Bachelor’s degree in business, Communications, Project Management, or a related field; equivalent professional experience considered.
2–5 years of experience in a project coordination, sales operations, pre-sales support, or proposal management role.
Demonstrated ability to manage multiple concurrent deadlines across a fast-moving pipeline without losing track of details or ownership.
Proficiency in Smartsheet, including building and maintaining sheets, configuring automations, and creating reports and dashboards.
Strong communication skills; able to work effectively with technical engineers, estimators, and sales professionals — and to push back diplomatically when deadlines or capacity are at risk.
Natural coordinator instincts — proactive, organized, and comfortable owning a process without being the technical expert in the room.
Excellent organizational skills with strong attention to detail; able to maintain data accuracy across a high volume of active opportunities.
Strong interpersonal skills; able to build trust with engineers who may be skeptical of process overhead and with sales leaders who expect responsiveness.
Familiarity with warehouse automation, material handling, or industrial pre-sales environments preferred but not required.
Proficiency in Microsoft 365 including Teams, Outlook, and SharePoint; experience with Salesforce CRM a plus.
**Preferred Skills & Experience:**
Experience with AEC (Architecture, Engineering, or Construction) or management consulting firms.
Experience with collaborative software platforms (e.g., SharePoint, Smartsheet Work Platform, MS Project, Teams, Salesforce, or similar systems).
Familiarity in graphic design, layout, and visual communication tools.
Understanding of best practices in proposal development and commercial enablement.
Excellent communications skills and ability to manage tight timelines within a team matrix organization.

Benefits

Comp & perks

Medical Insurance
Dental Insurance
Vision Insurance
Health Care Concierge Service
401(k) Retirement Plan (Pre-tax & Roth)
Company paid Basic Life Insurance, Short-Term Disability & Long-Term Disability
Voluntary Life & AD&D Insurance
Voluntary Accident, Critical Illness & Hospital Indemnity Insurance
Pet Insurance
Milk Stork Program
Wellness Program with gift card redemption and wellness challenges
Paid Time Off (Vacation, Sick & 10 Holidays)
Training & Development