Manager, RFP & Proposal Operations

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.

At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Why This Role is Exciting

Optro is seeking a Manager of RFP & Proposal Operations to lead our global RFP team. This is a critical operational leadership role — equal parts people developer, systems thinker, and details obsessive.

You will be the operational backbone of our global RFP organization, managing high-volume RFP and security questionnaire workflows, running a team across four time zones, and relentlessly driving process innovation through AI tooling. The team you lead is early in their careers; your ability to coach, develop, and retain them is as important as your ability to keep the machine running.

Key Responsibilities 

• Manage and develop a team of Analyst I, Analyst II, and Sr. Analysts across West, Central, East, and EMEA time zones — many in their first or second professional role.

• Build structured onboarding, skill-building, and performance feedback programs.

• Conduct weekly 1:1s focused on professional development, workload balance, and long-term growth — not just status updates.

• Own performance management and calibration; ensure team members meet workload targets while protecting against burnout in a globally distributed, always-on environment.

• Serve as the primary point of contact for internal stakeholders on team deliverables, capacity, and escalations.

• Own the end-to-end RFP and security questionnaire workflow — from inbound request intake to delivery — with a relentless focus on reducing turnaround time and raising quality standards.

• Manage the Salesforce (SFDC) Cases queue daily to ensure accurate data hygiene, assignment progression, and reporting integrity.

• Produce weekly, monthly, and quarterly analytics on volume metrics and team productivity to inform leadership decisions.

• Coordinate global coverage across time zones, including PTO and holiday planning, to ensure consistent responsiveness without burning out the team.

• Champion AI-assisted workflow automation across the RFP lifecycle — identifying opportunities to eliminate manual effort, piloting new tooling, and building team fluency in AI-powered response generation.

• Evaluate and implement new technologies and processes that reduce time-to-completion on standard questionnaire responses.

• Create a culture of continuous improvement where the team is always asking: “Can this be automated?”

• Oversee the Responsive Answer Library (RFP answer repository), ensuring all Q&A pairings are accurately tagged, deduplicated, and regularly reviewed through structured “Content Cleaner” cycles.

• Maintain and update critical sales collateral — RFP Master Templates, Bios templates, training decks — in Highspot and Google Drive.

• Collaborate with SMEs across InfoSec, Product Marketing, and Legal to ensure technical accuracy and brand alignment across all responses.

• Manage a 6,000+ entry database to maintain compliance standards and high-quality response output.

Attributes for a Successful Candidate

• 3+ years in a Sales, RevOps, Proposal Management, or related operations role.

• [Nice to have] At least 1 year in a people management or formal team lead capacity, with demonstrated experience developing early-career professionals.

• Proven track record managing high-volume proposal operations in a fast-paced SaaS or technology environment.

• Expertise in Salesforce (SFDC) for case management, data hygiene, and reporting.

• Hands-on proficiency with RFP automation software (e.g., Responsive).

• Proficiency with content management tools such as Highspot, Guru, and/or Notion.

• Demonstrated curiosity or hands-on experience with AI tools (e.g., LLM-assisted drafting, workflow automation) — a genuine growth mindset toward replacing repetitive manual work with smarter systems.

• Ability to mentor and develop staff in a structured, intentional way.

• Strong ability to interpret operational data and use metrics to drive efficiency improvements.

• Exceptional interpersonal skills for managing across departments and executive stakeholders.

• A single RFP can span hundreds of questions, each requiring sourced, accurate, brand-consistent responses. This role demands obsessive attention to detail and zero-defect standards under consistent deadline pressure. If you thrive in that environment, you’ll thrive here.

Compensation Range

• $92k--$126k

  At Optro, we provide a fair and competitive salary based on a variety of factors, including:

  • The scope and responsibilities of the role

  • Your relevant skills, experience, and certifications

  • Where you are physically located (based on our regional tier system)

  Note on Internal Ranges: While the range above reflects our current budget for this hire, Optro maintains broader internal salary grades to allow for future career growth and merit-based increases within the role over time.

Perks (United States)

• Launch a career at one of the fastest-growing SaaS companies in North America and EMEA!

• Live your best life (LYBL)! $200/mo for anything that enhances your life

• Comprehensive employee health coverage

• 401(k) with company match

• Competitive compensation & bonus program

• Flexible vacation (exempt) / Accrued vacation (non-exempt)

• Time off for your birthday & volunteering

• Employee resource groups

• Opportunities for team and company-wide get-togethers!

• Parental Leave

*perks may vary based on eligibility/location

Our Company Values

• Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

• Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

• Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

• Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

• Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.
  

Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.

We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

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