Syndigo

Operations

• Lead and support the global pursuit desk and proposal management operations
• Manage end-to-end RFP, RFI, and RFx response processes within RFP SaaS platforms
• Partner with sales leadership on strategic pursuits, opportunity qualification, and positioning
• Coordinate cross-functional contributions (Sales, Pre-Sales Engineering, Marketing, Product, Customer Success)
• Develop and enforce proposal governance, frameworks, and best practices
• Support capture planning, win theme development, and competitive differentiation
• Oversee proposal automation tools, knowledge management systems, and AI-enabled response solutions
• Enable scalable demo programs through platforms like Consensus
• Maintain alignment with Salesforce (SFDC) for pipeline visibility and deal tracking
• Track and report on operational metrics, proposal performance, and pursuit effectiveness
• Support ESG, security questionnaires, due diligence, and compliance documentation
• Mentor and develop a proposal and pursue coordination with team members

Manager, Pre-Sales Operations

Account Manager

• Maintain and form new relationships with different buyers at small to mid-market brands
• Relentless focus on the customer experience and how to maximize their value realization with Syndigo
• Manage the full sales cycle for renewal opportunities within a defined customer base, and renegotiate more favorable terms
• Collaborate with expansion sellers to identify and close upsell and cross-sell opportunities within a defined customer base to meet growth targets
• Dedicate time to learning and skill growth to achieve KPIs and grow as a sales professional
• Leverage the Syndigo tech stack to make data-driven decisions, document customer communication, prioritize approach to the territory, stay organized, and accurately forecast revenue outcomes
• Diagnose and engage higher risk customers and leverage internal resources to direct a resolution strategy
• Navigate Syndigo's solutions on behalf of the client, ensuring the appropriate solution is proposed to meet a client's problems
• Problem solve with customers and guide them through the complex product information and syndication landscape to position yourself and Syndigo as a valued partner

Account Manager, SMB Brands

Customer Support

• Be responsible for the customer journey from contract signing onward
• Work with customers to anticipate needs, identify challenges and opportunities, and build long-term relationships
• Train customers on how to use the tools through online training sessions
• Handle internal and external customer requests via email, phone, video call, and messaging apps
• Be responsible for customer support, engagement, usability, and satisfaction

Manager, Pre-Sales Operations

Account Manager, SMB Brands

Customer Experience Analyst