Proposal Manager

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Hiring Remotely in Nashville, TN, USA
In-Office or Remote
Fintech
The Role

JOB TITLE: Proposal Manager

FLSA STATUS: Exempt

DEPARTMENT:  Public Administration & ERP

REPORTS TO: VP of Finance

SUPERVISORY RESPONSIBILITIES: No

JOB LOCATION: Remote

TRAVEL:  5-10%

The Proposal Manager partners cross-functionally with Sales, Product, Legal, Finance, and Operations to execute proposals efficiently, ensure alignment with market strategy, and improve win rates. This role serves as a critical enabler of the sales process by bringing structure, consistency, and expertise to complex bid responses.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Assist verticals by identifying RFPs/RFIs using corporate tools (GovWin, GovSpend)

  • Coordinate with EVP, Sales Manager, Account Executive (AE), Finance, Development, and Legal to determine if opportunities are a strategic fit. All RFPs/RFIs over $100K require a review meeting with Sales Manager, AE, Proposal Manager, EVP, Paul Christians, Lisa Coram, and Alysha Marx.
  • Once determined to move forward with RFP/RFI - Set up and manage tools (Teams, SharePoint, Salesforce, Loopio, Copilot, etc.) in alignment with the RFP Detailed Process to track and execute responses
  • Balance workload based on deadlines and priorities as directed by the Sales Manager and/or EVP
  • Proactively identify and manage risks (contractual, pricing, scope) and escalate as needed
  • Communicate regularly with Sales Managers and EVPs regarding due date changes, priorities, status, and strategy
  • Facilitate client communication following the rules set forth within the bid, such as submitting questions within the allotted timeframe.
  • Monitor and communicate any amendments, deadline changes, or requirement updates
  • Assign sections to SMEs and provide clear guidance on expectations
  • Coordinate with Legal, Finance, and Product teams to gather required inputs
  • Escalate delays or risks impacting deadlines to Lisa Coram and Alysha Marx
  • Develop, draft, and edit proposal content, including cover letters and response narratives
  • Tailor responses to align with client requirements, vertical strategy, and win themes (leveraging prior “won” proposals). Participate in debriefings/lessons-learned sessions after delivery of a proposal to contribute ideas and recommendations towards proposal process improvements.
  • Maintain overall proposal quality by ensuring:
    • All questions are fully answered
    • Requirements are met
    • Submissions are accurate, consistent, and professional
  • Maintain, update, and leverage proposal content libraries and tools (Loopio, Salesforce, SharePoint, Copilot)
  • Set and manage follow-up reminders with AEs, Sales Managers, and EVPs after proposal submission
  • If approved or requested by the vertical EVP and/or CRO – submit and track the FOIA process on any submitted RFI/RFP’s

MINIMUM QUALIFICATIONS (EDUCATION AND EXPERIENCE):

  • High school diploma or equivalent
  • 1+ years of managing proposal content
  • Intermediate to advanced Microsoft Office experience
  • Ability to communicate effectively, conduct presentations, and draft concise and detailed proposals.

Qualifications Education Required High School or better. Experience Required Proposal Manager/RFP Experience Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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The Company
HQ: Nashville, TN
150 Employees
Year Founded: 2012

What We Do

i3 Verticals offers businesses with credit and debit card transaction processing services.

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