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LearnLux

Proposal Manager

RemoteUnited States only
Published
Role
Sales
Experience
Mid
Employment
Full-time
Company size
Startup
$90k–$120k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Proposal Manager with 3–5 years in proposal management/RFP/RFI or a client-facing B2B SaaS role. Must write persuasive proposal content, manage RFx deadlines, collaborate cross-functionally, and understand the sales lifecycle. US remote full-time role.

Core skills

LoopioRFP management

Required skills

HubSpot

Optional skills

ShipleyAPMP

What you'll do

  • Lead and coordinate end-to-end RFx requests, including reviewing incoming bid requests and setting timelines that keep every deliverable on track.
  • Understand the business and workforce requirements of prospective employers to position LearnLux's platform as the strongest fit, translating financial wellbeing concepts into responses that resonate with HR and benefits leaders.
  • Create compelling, persuasive proposal content, including executive summaries, value propositions, and competitive positioning.
  • Contribute to advancement and win rates through content and process innovation, tailoring proposal content to each prospect's specific workforce profile and industry.
  • Orchestrate cross-functional collaboration among sales, marketing, client success, and global operations, as well as subject matter experts across security, legal, and product, ensuring every section of a response is accurate, current, and complete.
  • Keep the proposal engine running by managing and maintaining the content library and workflow in Loopio, so responses go out fast without sacrificing quality.
  • Improve visibility into pipeline health by tracking proposal activity and outcomes in HubSpot.
  • Strengthen the RFx function over time by following and managing the process and suggesting improvements and best practices.
  • Sharpen competitive positioning by identifying patterns across RFP requirements and win/loss outcomes, and feeding those insights back into content strategy.

What they require

  • 3-5 years of experience in proposal management, RFP/RFI response, or a related client-facing role in B2B SaaS with a track record of winning complex, competitive deals.
  • Strong understanding of the sales lifecycle, including strategy development, proposal writing, and project management skills.
  • Experience with RFP management software (Loopio preferred).
  • Excellent writing skills, with a track record of producing clear, persuasive content under tight deadlines.
  • Comfortable operating in ambiguous, fast-growing environments, with a high-agency approach to solving problems without waiting for direction.
  • Demonstrated ability to collaborate cross-functionally, including managing input from subject matter experts to keep responses accurate and on schedule.
  • Total mastery of time management, with the ability to run multiple deadlines and competing priorities simultaneously without cutting corners.
  • Strong proactive communication skills, with the judgment to flag risks, gaps, or bottlenecks before they become deadline problems.
  • Preferred: Experience in HR technology, employee benefits, SaaS, or fintech.
  • Preferred: Experience adapting proposal content for multinational or multi-country audiences.
  • Preferred: CF-APMP certification, or active progress toward it.
  • Thrive in fast-moving environments and enjoy building in moments of change.
  • Like wearing multiple hats and helping define the path forward.
  • Take initiative and don’t wait to be asked.
  • Are energized by ambiguity and willing to make decisions with imperfect information.
  • Enjoy being hands-on and owning work end to end.
  • Are motivated by high standards and continuous improvement.
  • Value clear, frequent communication and collaboration.

Benefits

  • Remote-first company structure
  • Medical, dental, and vision
  • 401(k)
  • Mental wellbeing (Talkspace)
  • Financial wellbeing (LearnLux)
  • Paid vacation and sick leave
  • Paid sabbatical after 5 years of service
  • A supportive, inclusive team culture
  • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.

🇺🇸 United StatesFinancial ServicesStartup

Details

Apply routeGreenhouse
$90k–$120k/yr