Lead Optro’s global RFP & Proposal Operations team, owning end-to-end RFP and security questionnaire workflows while improving speed, quality, and scalability through process and AI-driven automation. Optro is a high-growth audit, risk, ESG, and InfoSec SaaS platform serving major enterprise customers (including Fortune 500). Standout focus is building and developing an early-career team across four time zones while modernising operations with AI tooling.
- Lead a global RFP team
- Drive AI-led process automation
- Work with Fortune 500 customers
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!
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; 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. Own performance management and calibration; 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. 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. 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. 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., Proficiency with content management tools such as Highspot, Guru, and/or Notion. 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. Customer obsession: Consistently ask yourself how what you’re doing creates value for our customers. 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. LI-Remote