Proposal Manager, Customer Success

MarketOnce

About The Position

The Proposal Manager is responsible for leading the strategic development and delivery of client bids and proposals across a portfolio of key accounts. This role goes beyond coordination — serving as a trusted advisor to clients throughout the bidding process, supporting the sales team with high volume bidding accounts, and owning relationships for some accounts directly. The Proposal Manager will focus on efficiently returning client bid requests in a consultative manner while working to improve the win rate on high volume accounts. They will work alongside sales counterparts as a support function and will also independently manage some client relationships.

Requirements

Bachelor's degree in Business Administration, Communications, Marketing, or a related field
5+ years of experience in proposal management, client services, account management role
Prior experience in a market research, professional services, or B2B environment strongly preferred
Exceptional written and verbal communication skills, with a consultative, client-first approach
Strong strategic thinking — able to evaluate opportunities, frame solutions, and influence decisions
Outstanding organizational and time management abilities across multiple high-priority accounts
Comfortable operating with autonomy and sound judgment in a fast-paced environment
Collaborative leader who works effectively across departments
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM or bid management tools is a plus

Responsibilities

Client Relationship Ownership
Support the account management and sales teams with the highest bid volume accounts and ensure that the bidding queue is properly monitored and maintained
Serve as the primary point of contact for a small defined portfolio of client accounts
Build deep familiarity with each client's bidding formats, standard rates, & business objectives
Participate in client-facing conversations to consult on proposal scope, methodology, timelines, and pricing — positioning ROI Rocket as a strategic partner, not just a vendor
Support the team in developing trusted working relationships that improve win rates and client retention over time
Strategic Bid Consulting
Craft tailored, consultative proposal responses that reflect a nuanced understanding of client needs, rather than templated outputs
Evaluate incoming bids for strategic fit, feasibility, and profitability — by monitoring KPI metrics at the account level to make recommendations on go/no-go decisions in partnership with Account Management leadership
Coordinate with panel team and external vendors to design creative solutions for complex or non-standard feasibility requirements. Contribute to maintaining documentation on best vendor partners by targets
Identify and communicate bid trends — including frequently requested audiences, pricing sensitivities, and emerging client needs — to inform broader business strategy
Partner with Account Management and Project Management teams to ensure proposals are accurately scoped, competitively positioned, and deliverable
Team Leadership & Mentorship
Work with Account Management Lead to assess team capacity, flag gaps, and recommend process or staffing solutions
Contribute to onboarding and training for new proposal team members, building shared knowledge of tools, processes, and best practices
Model a high standard of quality, creativity, responsiveness, and client-centricity across the team
Process & Performance
Monitor relevant KPI metrics across client set — monitoring performance, identifying gaps, and collaborate on initiatives to improve response times, win rates, and client satisfaction
Document and maintain proposal best practices, templates, and lessons learned to build institutional knowledge
Identify and implement opportunities to streamline the bid response process, reduce turnaround times, and scale team output
Provide coverage and strategic oversight across accounts when Account Managers are traveling or out of office