Proposal Operations Manager
- triage
- Scrum
- Power BI
- Tableau
- Excel
- Pivot Tables
Job Title -Proposal Ops Manager
Location - US remote
Proposal Operations Manager
About the Role
We're looking for a Proposals Coordinator to own the operational backbone of our proposal function. This role sits at the center of process, content, and reporting β ensuring the proposal organization runs consistently, our content library stays accurate and usable, off-shore delivery issues get resolved quickly, and leadership has clear visibility into performance. You'll work closely with front-office Proposal Strategists and off-shore production teams to keep the proposal engine running smoothly and continuously improving.
What You'll Do
Process & Governance
- Own, document, and maintain Standard Operating Procedures (SOPs) for the proposal function, ensuring they reflect current best practices and are consistently followed
- Serve as the process governance lead β auditing adherence to SOPs, identifying gaps, and driving corrective action
- Continuously evaluate and refine proposal workflows to improve quality, speed, and consistency across teams
Content & Knowledge Management
- Govern the content library and knowledge base, ensuring content is accurate, current, properly tagged, and easy to retrieve
- Manage the content management platform, including access, structure, and ongoing administration
- Establish and enforce content review cycles and retirement schedules to prevent outdated material from being reused
Off-Shore Escalation & Quality
- Act as the primary escalation point of contact for issues arising from off-shore proposal output
- Triage and resolve quality, timeline, or process issues, looping in the right stakeholders as needed
- Track recurring off-shore issues and feed insights back into training, SOPs, or process changes
Reporting & Analytics
- Own org-wide proposal reporting, including win/loss analysis, volume trends, turnaround times, and ROI metrics
- Build and maintain recurring and ad hoc reports/dashboards for the Associate Director, BD leadership, and other stakeholders
- Translate data into actionable insights that inform resourcing, process improvements, and BD/proposal strategy
Cross-Functional Coordination
- Plan, organize, and facilitate the Proposals Bi-Weekly Scrum with front-office Proposal Strategists
- Track action items, decisions, and follow-ups from scrum sessions to ensure accountability
- Act as a connective point between front-office strategists, off-shore production, and the Associate Director, keeping BD leadership informed on process and performance
What We're Looking For
- 6+ years of experience in proposal management, bid coordination, sales operations, or a related operational role
- Experience with proposal/content management platforms (e.g., Loopio, Qvidian, RFPIO, or similar)
- Familiarity with BI/reporting tools (Power BI, Tableau, Excel/PivotTables at an advanced level)
- Demonstrated experience creating and maintaining SOPs or process documentation
- Experience managing or governing a content library, knowledge base, or content management platform
- Strong data and reporting skills; comfortable building dashboards and translating metrics into insights
- Excellent coordination and facilitation skills, with experience running recurring cross-functional meetings
- Strong problem-solving skills and comfort acting as an escalation point under time pressure
- Excellent written and verbal communication skills
- Experience working with off-shore or distributed teams strongly preferred
- Bachelor's degree or equivalent experience
Nice to Have
- Background in professional or technology services industries
- APMP certification or equivalent proposal management training
Proposal Operations Manager Β· Phaxis LLC