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