Proposal Manager

About the role

Solifi deliver a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.

Responsibilities

• RFx Management & Execution:
  • Own the end-to-end RFx lifecycle (RFPs, RFIs, RFQs), including intake, qualification support, response development, and submission
  • Analyze RFx requirements, evaluation criteria, and response structures to ensure alignment with win strategy
  • Build and manage detailed project plans, timelines, and stakeholder responsibilities
  • Carefully coordinate cross-functional input from Sales, Sales Consulting, Product, Legal, Finance, and SMEs
  • Ensure all submissions are accurate, complete, compliant, and delivered on time (portal, document, presentation formats)
  • Serve as the primary point of contact for RFx-related coordination globally
• Strategic Messaging & Proposal Development:
  • Draft, edit, and refine proposal responses to ensure clarity, consistency, and professionalism
  • Customize messaging to highlight key differentiators and align with client-specific needs, industry context, and buying criteria
  • Translate technical and product capabilities into clear, compelling business value narratives
  • Support development of executive summaries, solution narratives, and RFP-related presentations
• Content Strategy & Library Management:
  • Own and continuously improve the centralized RFP content library, including Q&A responses, case studies, templates, and reusable assets
  • Partner with SMEs to ensure content is accurate, current, and aligned with product evolution and messaging
  • Identify content gaps and proactively develop new materials to strengthen future responses
  • Extend beyond RFPs to support sales enablement assets (e.g., battlecards, standard responses, positioning frameworks)
• Sales Enablement & Stakeholder Support:
  • Act as a force multiplier for Sales and Sales Consulting, ensuring teams have the tools, content, and structure needed to win
  • Support onboarding and training of new hires on RFx processes, tools, and best practices
  • Provide guidance on proposal strategy, structure, and response positioning
  • Partner with Marketing to ensure alignment between proposals and broader go-to-market messaging
• Process Optimization & Innovation:
  • Establish and refine scalable RFx processes, templates, and operating models across regions
  • Leverage AI and proposal automation tools (e.g., Arphie, Inventive, Loopio) to improve efficiency, consistency, and response quality
  • Track and analyze key metrics (turnaround time, win rates, content reuse, bottlenecks)
  • Lead continuous improvement initiatives to reduce friction and increase throughput
• Win/Loss Analysis & Insights:
  • Conduct win/loss analysis through internal debriefs and, where possible, client/prospect feedback
  • Identify trends related to product gaps, competitive positioning, pricing, and messaging effectiveness
  • Translate insights into actionable improvements across proposals, content, and sales strategy
  • Partner with Sales, Product, and Leadership to feed insights back into the business
• Compliance & Quality Assurance:
  • Review RFx requirements in detail to ensure strict adherence to client instructions, formats, and evaluation criteria
  • Maintain high standards of accuracy, consistency, and completeness across all submissions
  • Proofread and validate all proposal content prior to submission
  • Ensure proper documentation and governance of proposal artifacts

Requirements

• 5–8+ years in proposal management, RFP/RFI response, sales enablement, marketing, or business development
• Experience operating in a B2B SaaS or fintech environment strongly preferred
• Exposure to secured finance, ABL, leasing, or lending solutions is a strong plus
• Familiarity with complex, multi-stakeholder enterprise sales processes
• Strong writing and editing skills with the ability to translate technical concepts into clear, client-facing messaging
• Strong project management and organizational skills with the ability to manage multiple concurrent deadlines
• High attention to detail and commitment to quality
• Proficiency in Microsoft Office; experience with Salesforce, SharePoint, Confluence, and proposal tools (e.g., Loopio, Arphie, Inventive AI) preferred
• Ability to synthesize feedback and data into actionable insights (win/loss, process improvements)
• Strong interpersonal skills with the ability to influence cross-functional stakeholders

Qualifications

• Self-starter with strong ownership mindset
• Detail-oriented with a commitment to quality and accuracy
• Structured thinker who thrives in fast-paced, deadline-driven environments
• Innovative and proactive, with a focus on continuous improvement
• Strong problem-solving skills and ability to navigate ambiguity

Skills

• Proposal management
• RFP/RFI response
• Sales enablement
• Marketing
• Business development
• Complex, multi-stakeholder enterprise sales processes
• Writing and editing
• Project management
• Attention to detail
• Microsoft Office proficiency
• Proposal tools (e.g., Loopio, Arphie, Inventive AI) experience
• Win/loss analysis
• Compliance and quality assurance

Benefits

• Medical
• Dental
• Vision
• Flexible Spend Account (FSA)
• Health Savings Account (HSA)
• Life and Accidental Death & Dismemberment (AD&D) Insurance Coverage
• Disability Insurance Coverage (Short Term and Long Term)
• Employee Assistance Program (EAP)
• 401K Tax Deferred Retirement Savings Plan

Pay

TBD

Schedule

TBD