Director, Customer Engagement & Proposal Strategy

About the role

The Director, Customer Engagement & Proposal Strategy is a strategic leader responsible for advancing the organization's go-to-market strategy, client engagement, and growth initiatives. Working at the intersection of sales, marketing, operations, and customer intelligence, this role leverages data-driven insights, compelling storytelling, and deep business acumen to strengthen customer relationships, enhance proposal effectiveness, and drive profitable growth.

Leading a high-performing team, the Director oversees RFx strategy, client presentations, business reviews, market intelligence, thought leadership, and sales enablement initiatives. This role serves as a key advisor to senior leaders, translating customer and market insights into actionable strategies that improve win rates, support client retention and expansion, and differentiate the organization in a competitive marketplace. Through cross-functional collaboration, the Director champions a customer-centric culture, ensuring consistent messaging, operational excellence, and innovative engagement strategies that position the company as a trusted partner and industry leader.

Responsibilities

• Lead the development and execution of customer insights and research strategy aligned with enterprise sales, client retention, and expansion goals.
• Establish capability frameworks to elevate proposal quality and storytelling.
• Develop messaging and value proposition for client content materials to ensure consistency and alignment to global brand and voice, positioning sales content to increase win rate and revenue achievement.
• Act as content and go-to-market subject matter expert.
• Oversee content libraries and knowledge management systems.
• Drive continuous improvement through win/loss insights, technology and automation expansion, and market insights.
• Recommend and manage technology for improving current processes and content generation to senior leadership.
• Manage a team responsible for delivering business reviews, value-add presentations, market research, and industry insights that support national and regional sales efforts.
• Partner with operational leaders and the data and marketing teams to shape a strategic go-to-market approach grounded in customer and market intelligence.
• Oversee high-value research and review engagements from start to finish, ensuring deliverables are accurate, insightful, and completed on time.
• Provide direct consultation to senior stakeholders, translating data into strategic recommendations that drive decision-making and revenue growth.

Requirements

• Bachelor’s degree or equivalent experience.
• 8–12+ years of industry experience.
• 5+ years of people leadership experience preferred.

Knowledge, Skills & Abilities

• Skilled in communicating effectively verbally and in writing with various levels of employees, management, and partners, including technical and non-technical information.
• Ability to proactively establish and maintain effective working relationships.
• Ability to develop and lead colleagues within assigned vertical.
• Ability to consultatively sell and demonstrate superb customer service skills.
• Ability to work collaboratively with colleagues to create a results-driven, team-oriented environment.
• Ability to remain highly self-motivated and ambitious in achieving goals.
• Ability to prepare and deliver successful sales presentations.
• Ability to multi-task, prioritize, and manage time effectively.
• Knowledge of and the ability to interpret and apply employment-related laws, rules, and regulations.
• Knowledge of and the ability to effectively utilize Customer Relationship Management and sales-related tools, such as Salesforce.com.
• Proficient with Microsoft Office products, including Word, Excel, PowerPoint, and Outlook.

Pay

The anticipated annual base salary range for this position is $98,930 – $181,372. Compensation varies based on a variety of factors including, but not limited to, experience, education, key skills, and geographic location. In addition to base salary, the position is also eligible for incentive compensation based on achievements outlined in the compensation plan.

Benefits

• Medical, dental, vision, term life and AD&D insurance.
• Short-term and long-term disability.
• Additional voluntary benefits and commuter benefits.
• Wellness plans.
• 401(k) plan or a non-qualified deferred compensation plan.

Schedule

• Personal Time Off (PTO) on an accrual basis up to 152 hours a year.
• 10 Paid Holidays.
• 1 Community Service Day.
• Up to 6 weeks of Paid Parental Leave.
• PTO and holiday hours are prorated based on hire date within the calendar year.