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Optro

Manager, RFP & Proposal Operations

Optro

Manager leading global RFP team at Optro to drive process innovation through AI tooling. Responsible for mentoring, developing, and managing high-volume RFP workflows across multiple time zones.

Posted 5/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $92,000 - $126,000 per yearWebsite

Tech Stack

Tools & technologies
SFDC

About the role

Key responsibilities & impact
  • Manage and develop a team of Analyst I, Analyst II, and Sr. Analysts across West, Central, East, and EMEA time zones — many in their first or second professional role.
  • Build structured onboarding, skill-building, and performance feedback programs.
  • Conduct weekly 1:1s focused on professional development, workload balance, and long-term growth — not just status updates.
  • Own performance management and calibration; ensure team members meet workload targets while protecting against burnout in a globally distributed, always-on environment.
  • Serve as the primary point of contact for internal stakeholders on team deliverables, capacity, and escalations.
  • Own the end-to-end RFP and security questionnaire workflow — from inbound request intake to delivery — with a relentless focus on reducing turnaround time and raising quality standards.
  • Manage the Salesforce (SFDC) Cases queue daily to ensure accurate data hygiene, assignment progression, and reporting integrity.
  • Produce weekly, monthly, and quarterly analytics on volume metrics and team productivity to inform leadership decisions.
  • Coordinate global coverage across time zones, including PTO and holiday planning, to ensure consistent responsiveness without burning out the team.
  • Champion AI-assisted workflow automation across the RFP lifecycle — identifying opportunities to eliminate manual effort, piloting new tooling, and building team fluency in AI-powered response generation.
  • Evaluate and implement new technologies and processes that reduce time-to-completion on standard questionnaire responses.
  • Create a culture of continuous improvement where the team is always asking: “Can this be automated?”
  • Oversee the Responsive Answer Library (RFP answer repository), ensuring all Q&A pairings are accurately tagged, deduplicated, and regularly reviewed through structured “Content Cleaner” cycles.
  • Maintain and update critical sales collateral — RFP Master Templates, Bios templates, training decks — in Highspot and Google Drive.
  • Collaborate with SMEs across InfoSec, Product Marketing, and Legal to ensure technical accuracy and brand alignment across all responses.
  • Manage a 6,000+ entry database to maintain compliance standards and high-quality response output.

Requirements

What you’ll need
  • 3+ years in a Sales, RevOps, Proposal Management, or related operations role.
  • [Nice to have] At least 1 year in a people management or formal team lead capacity, with demonstrated experience developing early-career professionals.
  • Proven track record managing high-volume proposal operations in a fast-paced SaaS or technology environment.
  • Expertise in Salesforce (SFDC) for case management, data hygiene, and reporting.
  • Hands-on proficiency with RFP automation software (e.g., Responsive).
  • Proficiency with content management tools such as Highspot, Guru, and/or Notion.
  • Demonstrated curiosity or hands-on experience with AI tools (e.g., LLM-assisted drafting, workflow automation) — a genuine growth mindset toward replacing repetitive manual work with smarter systems.
  • Ability to mentor and develop staff in a structured, intentional way.
  • Strong ability to interpret operational data and use metrics to drive efficiency improvements.
  • Exceptional interpersonal skills for managing across departments and executive stakeholders.

Benefits

Comp & perks
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Remote work options
  • Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
proposal managementdata hygieneanalyticsRFP automationworkflow automationcontent managementperformance managementteam productivitycase managementcompliance standards
Soft Skills
mentoringinterpersonal skillsteam leadershipcuriositygrowth mindsetcommunicationorganizational skillsperformance feedbackworkload balancecontinuous improvement