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Geotab
Geotab

Proposal Specialist

RemoteCanada only
Published
Experience
Senior
Employment
Full-time
Company size
Enterprise
CAD 60.5k–CAD 72k/yr
Check eligibility

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

No BS summary

Seeking a Proposal Specialist with 3-5 years of experience in sales operations or proposal management, preferably in a technical, SaaS, or engineering organization. Must be proficient with AI tools, have strong communication and analytical skills, and be highly organized. Experience with CRM tools like Salesforce is required.

Core skills

proposal managementvendor questionnairessecurity questionnaires

Required skills

sales operationsAIGoogle SuiteAdobe ProfessionalSalesforceJiraLoopio

Optional skills

knowledge of the high-technology industry

What you'll do

  • Manage vendor profile and due diligence requests, security questionnaires and small-medium sized proposals
  • Manage the end-to-end RFP process including, but not limited to, creating response templates with existing content; conducting kick-off calls;engaging SMEs to provide input and validate responses; response writing, editing and proofreading; finalizing proposals and making them customer-ready; coordinating proposal submissions; conducting debriefs; keeping Salesforce records up-to-date and accurate.
  • Communicate regularly with internal stakeholders to ensure clear timelines, deliverables and expectations are set
  • Regular utilize AI to create work efficiencies and tools to drive velocity
  • Assist other RFX team members leading proposals in a supporting role
  • Assist with the training of new hires/interns and maintenance of the RFX Team Training Materials and Manuals
  • Contribute to RFX Team Projects, RFX content creation/refresh and update, and annual Team KPAs
  • Support the RFX Team’s content management process by updating and drafting content, as needed
  • Perform administrative tasks, contribute to the RFX Quarterly Report, and support the rest of the RFX team with tasks, as required.
  • Participate in strategic review exercises to assess the efficacy of Geotab’s RFX activities.
  • Responsiveness outside core hours may be needed during critical periods

What they require

  • 3 - 5 years of required previous experience in sales operations, proposal management
  • Experience in sales operations/proposal management
  • Experience working within a technical, SaaS, or engineering organization
  • Proficient in using AI and quick to adapt to new technologies
  • Strong communication skills, especially with writing, proofreading, and editing
  • Self-motivated to learn, improve and share/receive feedback
  • High accuracy and meticulous attention to detail.
  • Able to work well under pressure and respond to fast changing priorities and deadlines.
  • Highly organized and able to manage multiple tasks and projects simultaneously.
  • Strong interpersonal relationship building skills.
  • Strong analytical skills with the ability to problem solve and make sound decisions.
  • A strong team-player with the ability to engage with all levels of the organization.
  • Technical competence using software programs, including, but not limited to, Google Suite for business (Sheets, Docs, Slides), Adobe Professional, and various AI tools
  • Experience with CRM Tools (e.g. Salesforce) and other tools/systems (e.g. Jira, Loopio, etc. )
  • Entrepreneurial mindset and comfortable in a flat organization.

Benefits

  • Flex working arrangements
  • Home office reimbursement program
  • Baby bonus & parental leave top up program
  • Online learning and networking opportunities
  • Electric vehicle purchase incentive program
  • Competitive medical and dental benefits
  • Retirement savings program
  • *The above are offered to full-time permanent employees only

A global leader in commercial telematics and fleet management solutions.

🇨🇦 CanadaIoTEnterprisegeotab.com/
CAD 60.5k–CAD 72k/yr