RevOps Manager

Key Responsibilities

• Manage incoming RFPs, questionnaires, and proposal requests
• Coordinate RFP completion across internal teams
• Ensure timely, accurate delivery of proposals to consultants
• Maintain standardized responses and continuously improve RFP efficiency
• Serve as a point of contact, alongside the VP of Sales, for consultants and clients throughout the sales process
• Support follow-ups after consultant meetings (materials, recap notes, next steps)
• Prepare and distribute sales collateral and presentations
• Maintain a high level of responsiveness and professionalism externally
• Track deals through the sales process and maintain CRM accuracy (Salesforce or similar)
• Gather key data points to support pricing and proposal strategy
• Clock scheduling for demos, finalist meetings, and follow-ups
• Identify gaps in deal information and proactively work to resolve them
• Help standardize pricing workflows for smaller, transactional deals
• Partner with leadership to streamline processes and reduce friction

Required Qualifications

• 2–5+ years in a sales support, sales coordinator, or client-facing operations role
• Experience with pre-tax benefits (HSA, FSA, HRA) and/or COBRA is required
• Strong communication skills with the ability to engage brokers, consultants, and clients
• Highly organized with strong attention to detail
• Able to manage multiple priorities and deadlines effectively
• Experience working in CRM systems (e.g., Salesforce)
• Demonstrated growth mindset with a willingness to learn, adapt, and continuously improve

Preferred Qualifications

• Experience supporting RFP processes in the benefits or HR tech space
• Familiarity with broker/consultant sales models
• Experience in fast-paced or growth-stage environments