
51 - 200 employees
☁️ SaaS
📋 Compliance
🔐 Security
SaaS • Compliance • Security
Case IQ is a leading provider of case management software designed to aid modern investigation teams. The platform offers multi-channel intake, configurable workflows, and advanced analytics to help organizations across various industries handle cases efficiently. With a focus on ethics and compliance, HR, fraud, and security cases, Case IQ leverages AI-powered tools to streamline investigations and ensure confidentiality. The software is adaptable to meet specific organizational workflows, improving productivity and mitigating risks. Trusted by professionals in education, energy, financial services, government, healthcare, and more, Case IQ is committed to supporting its clients in creating a safer workplace environment.
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51 - 200 employees
☁️ SaaS
📋 Compliance
🔐 Security
SaaS • Compliance • Security
Case IQ is a leading provider of case management software designed to aid modern investigation teams. The platform offers multi-channel intake, configurable workflows, and advanced analytics to help organizations across various industries handle cases efficiently. With a focus on ethics and compliance, HR, fraud, and security cases, Case IQ leverages AI-powered tools to streamline investigations and ensure confidentiality. The software is adaptable to meet specific organizational workflows, improving productivity and mitigating risks. Trusted by professionals in education, energy, financial services, government, healthcare, and more, Case IQ is committed to supporting its clients in creating a safer workplace environment.
• Support the completion of RFPs, RFIs, vendor assessments, security questionnaires, due diligence requests, and related submissions by reviewing requirements, tracking timelines, and helping ensure all required materials are completed. • Coordinate with internal subject matter experts to gather accurate answers, supporting documents, and approvals while helping keep requests moving toward completion. • Maintain visibility into active, completed, and upcoming requests through trackers, shared documentation, Loopio, or other internal systems. • Draft, edit, and refine responses so they are clear, accurate, professional, and aligned with Case IQ's messaging and customer-facing standards. • Adapt approved knowledge base content to fit specific prospect or customer questions while maintaining consistency in tone, terminology, and accuracy. • Review response materials for grammar, formatting, completeness, and overall quality before final review or submission. • Work closely with Sales, Customer Success, Product, Security, Legal, Finance, Operations, Implementation, Support, and other internal teams to collect required information. • Partner with Sales and Account teams to understand prospect or customer context and ensure responses are tailored where appropriate. • Route legal, security, privacy, compliance, pricing, or contractual questions to the appropriate internal reviewers. • Help maintain Case IQ's RFP response knowledge base in Loopio, ensuring reusable answers, templates, and supporting materials are organized, current, and easy to find. • Update standard responses, company information, product descriptions, security language, compliance content, and other reusable materials in Loopio as needed. • Identify outdated, inconsistent, or incomplete content and work with subject matter experts to refresh it.
• Bachelor’s degree in Business, Communications, English, Marketing, or a related field, or equivalent professional experience. • 2+ years of experience in proposal writing, RFP support, business writing, sales support, marketing, communications, customer operations, or a similar role. • Strong writing, editing, proofreading, and document formatting skills, with excellent attention to detail. • Strong organizational skills with the ability to manage multiple tasks, deadlines, and priorities. • Comfortable coordinating with internal teams, following up on outstanding information, and working collaboratively across departments. • Ability to understand business, product, technical, security, and compliance information and turn it into clear written responses. • Experience with RFPs, RFIs, vendor assessments, security questionnaires, SaaS, compliance, investigations, risk management, SOC 2, ISO 27001, GDPR, or accessibility questionnaires is considered an asset. • Experience using Loopio or similar RFP response management software is considered an asset.
• Work remotely within a flexible work environment; our team spans 7 countries! • Competitive company-paid benefits plan starting day 1! • Generous professional development budget. • RRSP / 401k matching program • Half-day Fridays in the summer.
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201 - 500
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