RFx Proposal Manager

At Board, we power financial and operational planning solutions for the world’s best brands. Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex, real-time data into actionable intelligence.

What’s been key to our success? Our people—we value everyone’s unique perspective and energy they bring to the organization. We collaborate openly across teams and borders. We embrace a growth mindset to get results. And we celebrate shared success as goals and milestones are achieved.

Ready to join a team where innovation meets collaboration? If you're driven by bold ideas and a customer-centric mentality, your next adventure starts here!

Role Summary

Board is looking for a RFx Proposal Manager to lead the development of high-quality, strategic responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Requests for Quotes (RFQs), and security/compliance questionnaires.

This role plays a critical part in supporting enterprise sales pursuits by managing the end-to-end proposal process and ensuring that responses clearly articulate Board’s differentiated value as a unified platform for financial and operational planning.

The RFx Proposal Manager partners closely with Sales, Pre-Sales, Product, Legal, Security, Finance, Compliance, and executive stakeholders to coordinate complex proposal responses, develop compelling messaging, and ensure submissions are compliant, accurate, and aligned with deal strategy.

The ideal candidate combines strong proposal management expertise, excellent communication skills, and a strategic mindset, while leveraging AI-enabled tools and proposal automation technologies to improve proposal efficiency, quality, and consistency.

Key Responsibilities

• Lead the end-to-end development of RFP, RFI, and RFQ responses for enterprise software opportunities.
• Analyze solicitation documents to identify technical, functional, security, and commercial requirements.
• Develop proposal plans, compliance matrices, timelines, and SME assignments.
• Coordinate cross-functional teams to gather inputs and ensure timely completion of proposal components.
• Ensure all submissions are accurate, compliant, compelling, and delivered on schedule.

2. Strategic Messaging & Value Positioning

• Translate Board’s platform capabilities into clear, customer-centric value narratives.
• Unified financial and operational planning
• AI-driven forecasting and analytics
• Enterprise governance and scalability
• Secure and integrated platform architecture
• Align responses with industry-specific use cases and transformation priorities.
• Support the creation of executive summaries, win themes, and strategic messaging aligned with sales strategy.

3. Proposal Content & Knowledge Management (AI-enabled)

• Develop and maintain a centralized proposal knowledge library to improve response consistency and reuse.
• Implement and manage AI-enabled tools for proposal content discovery, tagging, and reuse.
• Maintain governance of proposal content, including metadata, version control, and content accuracy.
• Leverage AI-assisted drafting and summarization tools to improve response development efficiency.
• Analyze proposal trends and feedback to continuously improve proposal assets and templates.

4. Cross-Functional Collaboration

• Partner with Sales teams to understand deal strategy and competitive positioning.
• Work with Pre-Sales and Solutions Consulting to validate solution design and technical responses.
• Collaborate with Legal, Security, IT, and Compliance teams to ensure responses meet regulatory and contractual requirements.
• Coordinate executive involvement in strategic pursuits where appropriate.

5. Process Excellence & Continuous Improvement

• Improve global proposal processes, templates, and governance frameworks.
• Leverage proposal automation platforms to streamline response development.
• Track proposal performance metrics including win rate, response cycle time, and stakeholder feedback.
• Contribute to the development of a Proposal Center of Excellence supporting global sales teams.

Required Qualifications

• Bachelor’s degree in Business, Communications, Finance, or a related field
• 4–8 years of experience in proposal management within enterprise software, SaaS, or technology environments
• Strong ability to translate technical and financial concepts into clear business messaging
• Excellent project management and stakeholder coordination skills
• Experience with proposal automation platforms or AI-assisted content tools
• Exceptional written communication and organizational skills

Preferred Qualifications

• Experience in Enterprise Planning, EPM, FP&A, Consolidation, Supply Chain Planning, or Analytics software
• Familiarity with enterprise procurement and buying processes
• APMP certification or equivalent proposal management training
• Experience managing proposal content libraries or knowledge management systems
• Familiarity with CRM systems such as Salesforce
• Strategic thinking and commercial awareness
• Cross-functional collaboration and influence
• Strong attention to detail and compliance rigor
• Ability to manage multiple high-priority projects simultaneously
• Digital and AI fluency
• Structured problem solving and organization

Our commitment to Diversity and Inclusion

Join a company that believes in the added value of diversity, inclusion, and belonging. We foster a working environment in which all people are respected and valued, for all aspects which make them unique. We hire you for who you are, and we want you to bring your true self to work every day!