RFP and Quoting Specialist

MasimoIrvine, CA
$90,000 - $120,000

About The Position

The RFP and Quoting Specialist is responsible for managing and optimizing the end-to-end RFP and quote-to-order processes to support efficient opportunity conversion and revenue growth. This role collaborates cross-functionally with Sales, Customer Service, Marketing, and Finance to interpret requirements, develop accurate and timely RFP and quotes, and ensure seamless order processing. Serving as a key liaison between internal teams and customers, the specialist oversees a centralized intake of quote requests, assigns dedicated ownership, and enables rapid quote generation for active opportunities. The role also monitors quoting performance, closure rates, and overall throughput, providing reporting and insights to drive continuous improvement. Additionally, the RFP and Quoting Specialist ensures compliance with internal processes, RFP requirements, and audit standards, while supporting the development of scalable workflows, content libraries, and best practices that enhance efficiency, consistency, and overall proposal and quoting effectiveness.

Requirements

  • Minimum 3 years of experience in proposal management, RFP response, quoting, sales operations, or a related function.
  • Minimum 2 years of experience with quote-to-cash processes, pricing, and order management workflows.
  • Minimum 2 years of experience working cross-functionally with Sales, Customer Service, Finance, and Marketing teams.
  • Solid understanding of RFP processes, compliance requirements, and proposal lifecycle management.
  • Ability to manage multiple projects and deadlines in a fast-paced, deadline-driven environment.
  • Excellent written and verbal communication skills, with the ability to develop clear, persuasive, and client-focused content.
  • Detail-oriented with solid organizational and time management skills.

Nice To Haves

  • 5+ years of experience in RFP & Quotes
  • Solid analytical skills with experience tracking performance metrics (e.g., win rates, turnaround time, throughput).
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM and ERP systems (e.g., Salesforce, NetSuite, SAP) preferred.
  • Ability to identify process gaps and implement improvements to enhance efficiency and accuracy.

Responsibilities

  • Collaborate cross-functionally with Sales, Marketing, Customer Service, and Finance to develop and update compliant, competitive proposals and quotes.
  • Analyze and interpret RFP requirements to ensure full compliance with client specifications and submission guidelines.
  • Develop, write, and edit persuasive proposal content aligned with client needs and business objectives.
  • Manage multiple concurrent RFPs and timelines, ensuring accurate, on-time submissions.
  • Build and maintain proposal content libraries to improve efficiency and consistency.
  • Partner with sales leadership to define win strategies, messaging, and competitive positioning.
  • Lead review processes and incorporate stakeholder feedback to enhance proposal quality and impact.
  • Manage the end-to-end quote-to-order process, including intake, development, validation, and delivery.
  • Serve as a liaison between Sales, Customers, and Customer Service to support accurate quoting and seamless order processing.
  • Monitor proposal and quoting performance (e.g., win rates, turnaround time, throughput) and provide reporting and insights.
  • Identify process improvements and ensure adherence to internal standards, compliance requirements, and best practices.

Benefits

  • Medical
  • Dental
  • Vision
  • Life/AD&D
  • Disability Insurance
  • 401(k)
  • Vacation
  • Sick
  • Holiday
  • Paid Maternity Leave
  • Flexible Spending Accounts
  • Voluntary Accident
  • Critical Illness
  • Hospital
  • Long-Term Care
  • Employee Assistance Program
  • Pet Insurance
  • On-site wellness clinic
  • fitness center
  • cafe

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

501-1,000 employees

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