Proposal Manager

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• Lead and coordinate end-to-end RFx requests, including reviewing incoming bid requests and setting timelines that keep every deliverable on track. • Understand the business and workforce requirements of prospective employers to position LearnLux's platform as the strongest fit, translating financial wellbeing concepts into responses that resonate with HR and benefits leaders. • Create compelling, persuasive proposal content, including executive summaries, value propositions, and competitive positioning. • Contribute to advancement and win rates through content and process innovation, tailoring proposal content to each prospect's specific workforce profile and industry. • Orchestrate cross-functional collaboration among sales, marketing, client success, and global operations, as well as subject matter experts across security, legal, and product, ensuring every section of a response is accurate, current, and complete. • Keep the proposal engine running by managing and maintaining the content library and workflow in Loopio, so responses go out fast without sacrificing quality. • Improve visibility into pipeline health by tracking proposal activity and outcomes in HubSpot. • Strengthen the RFx function over time by following and managing the process and suggesting improvements and best practices. • Sharpen competitive positioning by identifying patterns across RFP requirements and win/loss outcomes, and feeding those insights back into content strategy.

🎯 Requirements

• 3-5 years of experience in proposal management, RFP/RFI response, or a related client-facing role in B2B SaaS with a track record of winning complex, competitive deals. • Strong understanding of the sales lifecycle, including strategy development, proposal writing, and project management skills. • Experience with RFP management software (Loopio preferred) • Excellent writing skills, with a track record of producing clear, persuasive content under tight deadlines. • Comfortable operating in ambiguous, fast-growing environments, with a high-agency approach to solving problems without waiting for direction. • Demonstrated ability to collaborate cross-functionally, including managing input from subject matter experts to keep responses accurate and on schedule. • Total mastery of time management, with the ability to run multiple deadlines and competing priorities simultaneously without cutting corners. • Strong proactive communication skills, with the judgment to flag risks, gaps, or bottlenecks before they become deadline problems.

🏖️ Benefits

• Remote-first company structure • Medical, dental, and vision • 401(k) • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology