Description

Cleo is seeking a highly experienced Contract RFP & Proposal Manager to lead and execute the end-to-end response process for inbound RFPs, RFIs, and partner-driven opportunities.

This is a hands-on, execution-focused role responsible for ensuring high-quality, timely, and strategically aligned submissions— without requiring heavy oversight. The ideal candidate is a self-directed operator who can quickly assess priorities, mobilize internal stakeholders, and deliver polished proposals in fast-moving sales cycles.

In parallel, this role will manage Cleo’s presence across consultant and broker marketplace portals, ensuring inbound opportunities are captured and effectively responded to.

This role reports to the Chief Growth Officer

Requirements

Key Responsibilities: 

1. General Member Support: End-to-End RFP/ RFI Execution (Primary Focus)

• Own intake, triage, and response for all inbound RFPs, RFIs, and security questionnaires. 
• Drive timelines, coordinate inputs, and deliver completed submissions with minimal oversight.
• Prioritize efforts based on deal value, strategic importance, and likelihood to win
• Ensure all responses are accurate, tailored, and submission-ready

2. Proposal Development & Light Strategy

• Partner with Sales to align on key deal context and win themes
• Translate Cleo’s value proposition into clear, concise, and compelling responses
• Focus on clarity, differentiation, and efficiency (vs. over-engineering content)
• Identify gaps in positioning and flag opportunities for improvement

3. Content Utilization & Light Library Management

• Leverage existing materials to respond efficiently (no “reinventing the wheel”)
• Make targeted updates to improve response quality over time
• Identify high-value areas where standardized responses would save time

4. Marketplace & Portal Management 

• Monitor and manage Cleo’s presence across key broker/consultant platforms
• Respond to inbound requests and maintain up-to-date company profiles
• Ensure Cleo is positioned accurately and competitively within partner ecosystems

5. Cross- Functional Coordination

• Engage internal SMEs (Product, Marketing, Business Intelligence, Member Operations, Security, Legal, etc) as needed
• Minimize disruption to internal teams by asking targeted, efficient questions
• Operate with a low-lift, high-output mindset

Scope and Operating Model:

• Estimated Volume: ~2–6 RFPs/RFIs per month (may vary)
• Hours: From 20- 25 hours/week, flexed based on active deal volume
• Contract duration: 6 months minimum
• Work Style: Asynchronous, deadline-driven, minimal meetings
• Tools: Responsive (RFPIO), Google Workspace, CRM (HubSpot), proposal tools (if applicable)

Qualifications:

Required Experience: 

• 5–10+ years in RFP/proposal management, sales enablement, or similar role
• Experience in digital health, SaaS, or employee benefits preferred
• Proven ability to independently manage complex, deadline-driven submissions
• Strong writing skills with ability to produce executive-ready content quickly

What Success Looks Like:

• RFPs are delivered on time, high quality, and with minimal internal friction
• Sales team experiences a faster, smoother response process
• Cleo’s submissions are clear, differentiated, and aligned to buyer priorities
• Marketplace channels are actively managed and generating qualified opportunities