Proposal Manager – Customer Success
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Job Description
Proposal Manager responsible for client relationship ownership and strategic bid consulting at ROI Rocket. Focused on improving win rates and delivering tailored proposal responses.
Responsibilities:
- Client Relationship Ownership
- Support the account management and sales teams with the highest bid volume accounts and ensure that the bidding queue is properly monitored and maintained
- Serve as the primary point of contact for a small defined portfolio of client accounts
- Build deep familiarity with each client's bidding formats, standard rates, & business objectives
- Participate in client-facing conversations to consult on proposal scope, methodology, timelines, and pricing — positioning ROI Rocket as a strategic partner, not just a vendor
- Support the team in developing trusted working relationships that improve win rates and client retention over time
- Strategic Bid Consulting
- Craft tailored, consultative proposal responses that reflect a nuanced understanding of client needs, rather than templated outputs
- Evaluate incoming bids for strategic fit, feasibility, and profitability — by monitoring KPI metrics at the account level to make recommendations on go/no-go decisions in partnership with Account Management leadership
- Coordinate with panel team and external vendors to design creative solutions for complex or non-standard feasibility requirements.
- Contribute to maintaining documentation on best vendor partners by targets
- Identify and communicate bid trends — including frequently requested audiences, pricing sensitivities, and emerging client needs — to inform broader business strategy
- Partner with Account Management and Project Management teams to ensure proposals are accurately scoped, competitively positioned, and deliverable
- Team Leadership & Mentorship
- Work with Account Management Lead to assess team capacity, flag gaps, and recommend process or staffing solutions
- Contribute to onboarding and training for new proposal team members, building shared knowledge of tools, processes, and best practices
- Model a high standard of quality, creativity, responsiveness, and client-centricity across the team
- Process & Performance
- Monitor relevant KPI metrics across client set — monitoring performance, identifying gaps, and collaborate on initiatives to improve response times, win rates, and client satisfaction
- Document and maintain proposal best practices, templates, and lessons learned to build institutional knowledge
- Identify and implement opportunities to streamline the bid response process, reduce turnaround times, and scale team output
- Provide coverage and strategic oversight across accounts when Account Managers are traveling or out of office
- KPIs
- Total Revenue - Contribute to monthly team targets
- Win Rate - Maintain and improve win rate on a quarterly basis across managed accounts
- Response Time - Drive measurable improvement in overall proposal turnaround
- Bidding Volume - Significant contribution to the team bidding volume
- Client Satisfaction - Survey-based feedback from direct client relationships
Requirements:
- Bachelor's degree in Business Administration, Communications, Marketing, or a related field
- 5+ years of experience in proposal management, client services, account management role
- Prior experience in a market research, professional services, or B2B environment strongly preferred
- Exceptional written and verbal communication skills, with a consultative, client-first approach
- Strong strategic thinking — able to evaluate opportunities, frame solutions, and influence decisions
- Outstanding organizational and time management abilities across multiple high-priority accounts
- Comfortable operating with autonomy and sound judgment in a fast-paced environment
- Collaborative leader who works effectively across departments
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM or bid management tools is a plus
Benefits:
- Flexible vacation policy – take the time you need to recharge
- Comprehensive health, vision & dental insurance
- 401k with company contribution
- Opportunity for career progression with plenty of room for personal growth
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