Proposal Manager, Customer Success

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  • Company marketonce
  • Employment Full-time
  • Location 🇺🇸 United States nationwide
  • Submitted Posted 1 day ago - Updated 10 hours ago

About the Opportunity: 

The Proposal Manager is responsible for leading the strategic development and delivery of client bids and proposals across a portfolio of key accounts. This role goes beyond coordination — serving as a trusted advisor to clients throughout the bidding process, supporting the sales team with high volume bidding accounts, and owning relationships for some accounts directly. The Proposal Manager will focus on efficiently returning client bid requests in a consultative manner while working to improve the win rate on high volume accounts. They will work alongside sales counterparts as a support function and will also independently manage some client relationships.


What You'll Do:

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


What We’re Looking For:

  • 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


What We Offer:

  • Competitive base salary: $85,000-$100,000/annually + variable compensation
  • 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


What to Expect:

  • 1st Round: 30-45 minute interview with the Recruiter
  • 2nd Round: 45-minute virtual interview with the Hiring Manager
  • 3rd Round: 1.5-2 hours of final interviews with the Hiring Team

Please note that we do not work with outside recruiting agencies.


MarketOnce will accept applications for this role on an ongoing basis.

MarketOnce is an Equal Opportunity Employer. We believe in creating a diverse and inclusive workplace where everyone has the opportunity to thrive. We are committed to hiring individuals based on their skills and qualifications, regardless of race, gender, age, sexual orientation, disability, or any other characteristic. We welcome and encourage applications from all backgrounds.

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