Bid Proposal Analyst

Role Overview

Frontline DDQ/RFP support for AEs and revenue teams. Triage, fill questionnaires (mostly DDQs), manage cases in SFDC & Loopio, route to XFN DRIs, meet SLAs,), and keep organized repos and trackers

Primary Tasks/Responsibilities

• Manage end-to-end proposal lifecycle for assigned RFPs/RFIs/ITNs: intake, compliance matrix, content assembly, and submission
• Create and maintain proposal templates, standard content library, pricing calculators, and compliance checklists
• Coordinate cross-functional contributors (sales, legal, finance, product, delivery) to collect inputs and approvals on technical, commercial, and legal sections
• Develop and validate pricing models and cost assumptions; work with finance to ensure margins and commercial terms meet targets
• Ensure all responses meet RFP requirements and internal approval governance; run red-team reviews and final quality checks
• Maintain records of versions, submission receipts, and post-submission debrief artifacts; track win/loss outcomes and reasons
• Produce bid analytics and dashboards to measure success rates, win drivers, pricing trends, and proposal cycle time
• Support strategic capture activities: competitor analysis, win themes, tailoring value propositions, and identifying differentiators

Primary Audience

• AE, XFN teams, do not communicate directly to the customer. Internal facing only (e.g., Commercial legal, Privacy, Security, Third party risk, Merchant health and safety, Business continuity, Solution architecture)
• All XFN DRIs and people needed are maintained in the loopio process

Must Have Skills

• Proposal management, demonstrated experience producing compliant RFP/RFI/ITN responses
• Technical writing and storyboarding, craft clear value propositions and tailored solution narratives
• Pricing and commercial acumen, build/validate pricing models and understand margin drivers
• Project coordination, manage timelines, version control, and stakeholder follow-ups
• Attention to detail, compliance matrixing, contract clause awareness, and proofreading
• Data/analytics basics, ability to produce simple bid performance metrics and interpret win/loss data
• Communication, strong written and verbal communication; comfortable presenting recommendations to leadership

Must Have Tools

• Microsoft Office suite (Word, Excel, PowerPoint) — advanced Excel (pricing models, pivot tables)
• Proposal management or CRM system (e.g., RFPIO, Loopio) or demonstrated equivalent experience
• Document/version control (SharePoint/Google Drive)
• Basic BI/reporting tool familiarity (e.g., Excel, Power BI, Looker) for tracking metrics

Nice to Haves:

Skills

• Experience with formal capture management and pursuit strategy
• Financial modeling or FP&A exposure for complex pricing scenarios
• Familiarity with legal/contract language and redlines
• Process improvement experience (streamlining proposal workflows, automation)
• Presentation design skills for executive-level proposal decks

Tools

• RFP automation platforms (RFPIO, Loopio) advanced usage
• Pricing/configuration tools (CPQ) knowledge
• BI tools (Power BI, Looker, Tableau) for dashboarding
• Simple scripting or automation (Excel VBA, Python) to accelerate repetitive tasks

Qualifications:

• Bachelors Degree
• 2-5 years relevant experience
• Experience with RFPs, Due Diligence, and Security Questionnaires.
• Salesforce experience (Salesforce Case management is a strong plus).
• Strong communication and stakeholder management skills (daily interaction with Sales and partner teams).
• Excellent prioritization and organizational skills to manage multiple time-sensitive requests simultaneously.

Why Join Us?

• Competitive Salary & Benefits – Earn well while enjoying great perks
• Career Growth – Clear paths for promotions and skill development
• Supportive Work Environment – Join a team that values you
• Comprehensive Training – No experience? No problem! We’ve got you covered
• Exciting Opportunities – Be part of a dynamic and growing industry

Ready to take the next step? Apply today!

*Terms and conditions apply