Revenue Operations Proposal Associate

Strategic Risk Solutions•Calgary, AB

8d•Remote

About The Position

Strategic Risk Solutions Inc (SRS) is seeking a dynamic Revenue Operations Proposal Associate to lead the development, optimization and tracking of new business proposals. This is not a traditional RFP writing role; it is a strategic function designed for a growth minded individual who sits at the critical intersection of Marketing and Revenue Operations. This role will be responsible for architecting the end-to-end lifecycle of RFPs across business units, including proactive research into the marketplace and competitive set to identify potential opportunities and narratives for the CMO and Business Leaders. This role will be relentlessly focused on the continuous improvement of RFP elements and responses, ensuring timely and relevant content is delivered to BU leaders to adapt and finalize. By leveraging HubSpot analytics and competitive intelligence, they will identify origination trends, track win rates, and continuously refine our market positioning based on those analytics. Succes in this role will also require cross-functional integration and an understanding of overall SRS performance metrics and staff/company PR opportunities. By transforming, complex captive insurance mechanics into sophisticated, financially oriented narratives that resonate with CFOs, General Counsels, and Risk Managers, the Revenue Operations Proposal Associate will ensure SRS remains the partner of choice in an evolving global landscape. If you are a precise writer and researcher who thinks like a business owner, this is your opportunity to shape the future of a global leader.

Requirements

3-5 years experience creating RFPs in professional/financial services industry
Strong project management and organizational skills
Excellent writing and editorial abilities
Ability to translate complex actuarial, regulatory, and risk-financing concepts into executive-level business cases.
Ability to collaborate across diverse teams and time zones
High attention to detail and quality
Proficiency in CRM architecture (HubSpot preferred) with the ability to interpret pipeline data and conversion metrics
Basic capability in information design (PowerPoint/Canva) to ensure that complex data is presented in a concise and brand-aligned format
Candidates must be based in South Africa or Alberta, Canada
Must have valid passport at time of employment

Nice To Haves

Knowledge of captive insurance or related financial services
Familiarity and interest in AI tools for copywriting, content generation and research
Experience with project management software (ClickUp, Loopio)
Familiarity with regulatory and operational environments
Multilingual writing skills (e.g., English, French, German, Italian)

Responsibilities

Own the development of all new business proposal materials across SRS
Manage and track the full RFP lifecycle from intake to submission, leveraging CRM and project management software
Conduct post-submission debriefs and feed insights back into the Marketing/BU teams
Own the 'Single Source of Truth' for global sales collateral, managing core content, including service descriptions, case studies, and team bios
Customize SRS brand storytelling elements to fit specific clients and situations, ensuring all materials meet brand, tone and compliance standards
Support the development of custom pitch decks and 'Executive Summaries' for high-value strategic takeovers and new formation leads (both Word and PPT)
Ensure BUs understand prospect requirements and evaluation criteria
Work directly with Corporate Marketing leadership to identify content needs and improvements, as well as ensure consistent storytelling across touch points
Maintain ongoing communication with internal teams in order to anticipate incoming business and prospective client needs and ensure on-time delivery of all elements
Lead cross functional meetings and solution shaping discussions for prospective clients
Integrate input from operations, compliance, actuarial, risk, technology, and client service teams
Control timelines, deliverables, and dependencies across RFP lifecycle
Maintain CRM and project management systems
Identify and mitigate risks in the proposal process
Track outcomes and feedback to support continuous improvement
Track and report on opportunity sources and origination trends
Develop marketplace intel reports to identify potential takeover opportunities
Manage inbound prospect communications and monitor internal outreach
Monitor competitive RFP positioning to ensure value of SRS differentiators
Partner with Marketing to validate lead generation quality and support ROI analysis