Proposal Operations Analyst

Posted 4 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
58K-79K Annually
Junior
Software • Analytics • Cybersecurity
Optro helps enterprises transform risk into opportunity, redefining GRC for the agentic future of risk management.
The Role
Manage complex multi-product RFPs and security questionnaires, review teammates' outputs, balance workload in SFDC, maintain the RFPIO answer library, collaborate cross-functionally, train junior analysts, and identify process improvements to scale proposal and security response operations.
Summary Generated by Built In

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro helps enterprises transform risk into opportunity through its AI-powered GRC Intelligence Platform. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.
At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Why This Role Is Exciting

We are looking for a proactive, high-impact professional to serve as a Revenue Operations Analyst II. In this elevated capacity, you'll go beyond the day-to-day RFP and security questionnaire work to operate with minimal guidance on complex, multi-product documents, help disperse workload across the team, and mentor newer analysts. The role requires a "Lead by Example" approach, managing the accuracy of team outputs while proactively identifying process improvements to scale the business. You'll collaborate with individuals across the organization and have real influence over how our proposal and security response processes keep scaling.

What You Will Need to Succeed

An individual who has the desire to continuously learn new things, a "no task is too small" mentality, strong attention to detail, is organized, can juggle multiple projects at once, and is overall a team player.

Responsibilities
  • Independently manage and break down complex, multi-product RFPs with minimal guidance, tailoring responses to specific client use cases (capable of handling hard-copy submissions when required).

  • Act as a point of review for teammates' work; evaluate and escalate high-risk or legally binding documents to the Manager and/or InfoSec for final adjudication.

  • Help disperse and balance workload across the team, keeping SFDC case queues accurate and up to date.

  • Works with other departments such as sales, InfoSec, finance, legal, product, engineering, implementation, and marketing to manage ongoing business workflow and the sales process.

  • Help onboard and train new Analyst I team members.

  • Contribute regularly to the Responsive (RFPIO) Answer Library - reviewing, tagging, deduplicating, and adding new content during scheduled clean-up cycles.

  • Stay up to date with current technical, product, and security standards and how they affect company products and services.

Cross-Functional Project Management

  • Consults with Sales, Finance, Engineering, and Product teams to align proposal content with current product capabilities and legal requirements.

  • Assists with quarterly content audits with SMEs to ensure the global knowledge library remains technically accurate and competitive

Technical Proposal & Security Management

  • Independently manage and break down complex, multi-product RFPs with minimal guidance, tailoring responses to specific client use cases.

  • Complete security questionnaires with 90%+ accuracy with minimal guidance, continuing to build security/InfoSec knowledge through hands-on exposure.

  • Demonstrate technical proficiency in Information Security policies to complete security questionnaires with high precision.

Attributes for a Successful Candidate
  • Experience: 1-2 years of experience in Revenue Operations, Proposals, or Sales Operations within a SaaS environment.

  • Education: Bachelor’s degree preferred.

  • Technical Skills: Advanced proficiency in Salesforce (SFDC), JIRA, and Responsive - preferred.

  • Project Management: Demonstrated ability to lead "stretch projects" and handle a diversified workload with independent judgment.

  • Communication: Exceptional written and verbal communication skills, with the ability to build a reputation as a trusted business partner across the company.

  • Problem Solving: Exhibits a "Gritty Resilience" and "Growth Mindset," solving complex problems independently based on deep institutional knowledge.

  • Emotional Intelligence: Demonstrates the ability to stay productive under pressure, manage regional conflicts, and maintain high intrinsic motivation.

At Optro, we provide a fair and competitive salary based on a variety of factors, including:

  • The scope and responsibilities of the role

  • Your relevant skills, experience, and certifications

  • Where you are physically located (based on our regional tier system)

Note on Internal Ranges: While the range above reflects our current budget for this hire, Optro maintains broader internal salary grades to allow for future career growth and merit-based increases within the role over time.

*perks may vary based on eligibility/location

Our Company Values

  • Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

  • Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

  • Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

  • Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

  • Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.


Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.
We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

 

#LI-Remote

Skills Required

  • 1-2 years experience in Revenue Operations, Proposals, or Sales Operations within a SaaS environment
  • Bachelor's degree
  • Advanced proficiency in Salesforce (SFDC)
  • Advanced proficiency in JIRA
  • Advanced proficiency in RFPIO / Responsive answer library
  • Demonstrated ability to lead stretch projects and manage a diversified workload with independent judgment
  • Exceptional written and verbal communication skills and ability to partner across teams
  • Ability to complete security questionnaires with 90%+ accuracy and technical proficiency in information security policies
  • Experience collaborating cross-functionally with Sales, Finance, Legal, Product, Engineering, Implementation, and Marketing
  • Ability to onboard and mentor Analyst I team members
  • Strong attention to detail, organization, and ability to juggle multiple projects; team player mentality

Optro Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Optro and has not been reviewed or approved by Optro.

  • Wellbeing & Lifestyle Benefits A monthly wellness stipend (often cited around $200), mental-health resources like Headspace, coaching, and therapy, plus office meals/snacks and hybrid/remote flexibility enhance day-to-day support. These extras contribute to a well-rounded package beyond base pay.
  • Leave & Time Off Breadth Generous PTO spans vacation, holidays, sick time, and bereavement, with many salaried roles described as having flexible or “unlimited” PTO. Paid leave options for parents further expand available time away.
  • Fair & Transparent Compensation Salary ranges are openly listed for multiple roles (e.g., Senior Software Engineer II at $156,000–$214,500 with a 15% target bonus), indicating clear pay bands and structure. Stated positioning of a competitive compensation and bonus program supports expectations of market-aligned pay.

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The Company
HQ: Cerritos, California
779 Employees
Year Founded: 2013

What We Do

Optro (formerly AuditBoard) helps enterprises transform risk into opportunity, redefining GRC through an agentic system of action. More than 50% of the Fortune 500 trust Optro to elevate audit, risk, and compliance in addressing a new era of risk. Optro is top-rated by customers on G2 and was named a Leader in the 2025 Gartner® Magic Quadrant™ for Governance, Risk and Compliance (GRC) Tools, Assurance Leaders. To learn more, visit: optro.ai.

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