Proposal Manager, Customer Trust

The role:

The Proposal Manager, Customer Trust, is responsible for managing and coordinating responses to RFx processes, including RFPs, RFIs, and due diligence questionnaires. This role works closely with Sales and cross-functional teams to develop high-quality, accurate, and client-focused responses.

The role supports the end-to-end proposal lifecycle, ensures alignment with approved messaging and security positioning, and contributes to building a scalable and structured RFP response function within the Customer Trust team. It also contributes to response strategy and competitive positioning, helping improve win rates and support revenue growth.

Your responsibilities:

• Manage end-to-end coordination of RFx responses, including RFPs, RFIs, DDQs, and security questionnaires
• Conduct initial RFx review and analysis, including summarizing requirements, identifying key stakeholders, and supporting response strategy
• Partner with Sales to understand opportunity context and support response strategy, win themes, and overall positioning
• Coordinate with internal stakeholders (Security, Legal, Product, Engineering, and Customer Success) to gather and validate inputs
• Draft and refine executive summaries, solution descriptions, and technical/security responses that clearly articulate value and differentiation
• Ensure all responses are accurate, complete, compliant, and aligned with internal standards and deadlines
• Translate complex SaaS, security, and compliance concepts into clear, customer-facing language
• Monitor RFx progress and proactively drive task completion to ensure timely and high-quality submissions
• Escalate unclear, sensitive, or high-risk responses through appropriate internal review channels
• Maintain and update the proposal content library to ensure consistency and reusability
• Capture lessons learned, win themes, and reusable content to improve future responses
• Support tracking and continuous improvement of RFx performance metrics, including win rates, response quality, and turnaround times
• Support continuous improvement of RFx processes, workflows, and documentation
• Act as a point of contact for RFx coordination and manage expectations of internal stakeholders
• Contribute to effective communication within the Customer Trust team and across the company
• Support related security, legal, sales, and marketing activities as needed

About you:

• 5-8 years of experience in RFPs, proposal management, bid coordination, or a similar role (SaaS, technology, or professional services preferred)
• Hands-on experience responding to RFPs, RFIs, DDQs, or formal bid processes
• Strong understanding of business needs, sales processes, and customer-facing deliverables
• Knowledge of cloud computing, security, and privacy concepts is highly desirable
• Exceptional writing, editing, and proofreading skills with strong attention to detail
• Demonstrated strong interpersonal, organizational, communication, and coordination skills
• Strong critical thinking and problem-solving abilities
• Close attention to detail, quality, and accuracy
• Ability to work with and influence cross-functional teams—including technical experts and executives—without direct authority
• Ability to exercise sound judgment, tact, and discretion when handling sensitive information
• Independent worker with the ability to manage multiple RFx processes with minimal supervision
• Comfortable working in a fast-paced environment with tight deadlines and competing priorities
• Ability to independently research and understand unfamiliar technical, security, and compliance concepts

Nice to have:

• APMP certification
• Experience with security and compliance frameworks (e.g., SOC 2, ISO 27001, GDPR)
• Familiarity with proposal management tools
• Experience working with Customer Trust, Engineering, or Product teams