Proposal Manager, Customer Trust

Global RelayNew York, NY
$80,000 - $120,000

About The Position

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.

Requirements

  • 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 Haves

  • 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

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

Benefits

  • Comprehensive health benefits program
  • Extended health coverage
  • Short-term / long-term disability insurance
  • Annual allotted vacation days
  • Paid sick days
  • Maternity/parental leave enhanced program
  • Commuter benefits
  • Corporate bonuses
  • 401(k)-retirement plan with company contribution matching
  • Subsidized meal program (for New York office employees)
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