Levelpath RFP Desk Analyst owns the end-to-end RFP process and executes complex commercial deals by partnering with multiple teams. This role leverages AI and automation to improve proposal workflows and response quality.
Responsibilities
We're looking for a highly organized, proactive RFP Analyst to join our Revenue team. You'll own the end-to-end RFP process and help execute complex commercial deals, partnering closely with Sales, Product, Solutions Engineering, Legal, Finance, and Security.
As we scale our enterprise sales organization, this role is critical to how fast and how well we respond to customers. You'll raise the quality of every submission, remove friction from deal execution, and use AI and automation to change how our Revenue team operates.
Own the RFP process: Manage incoming RFPs, RFIs, and security and due-diligence questionnaires from intake and go/no-go evaluation through final submission, ensuring every response is accurate, polished, and on time. Managed high-volume enterprise proposal workflows, coordinating Sales, Solution Consulting, Legal, Security, and Product contributors to deliver accurate, compliant responses aligned with business capabilities.
Drive cross-functional execution: Partner with subject-matter experts across Product, Solutions Engineering, Security, Legal, and Finance to gather and validate responses, manage competing priorities, and keep submissions on track.
Leverage AI and automation: Use and own tools like Tribble to accelerate first drafts, reduce manual work, and continuously improve how we respond.
Create Proposal Management Playbook: translating working knowledge into practical guidance, templates, reusable resources, and documented procedures.
Build and maintain our knowledge base: Own a centralized library of approved responses, keep it current as the product evolves, and proactively close content gaps with SMEs.
Partner with Sales and Product: Support RFP qualification, surface recurring customer requirements and product gaps, and ensure every response clearly positions Levelpath's differentiation.
What You'll Bring
3+ years of experience in RFP management, Deal Desk, Revenue Operations, Product Operations, Solutions Engineering, or a related function, ideally at a high-growth B2B SaaS company.
Exceptional organization and attention to detail, with the ability to manage high volume and competing deadlines without sacrificing quality.
Strong written communication skills, with the ability to turn complex technical information into clear, compelling responses.
Qualification
Strong written communication skillsExperience supporting SaaS pricing
Required
3+ years of experience in RFP management, Deal Desk, Revenue Operations, Product Operations, or Solutions Engineering
Exceptional organization and attention to detail
Strong written communication skills
Proven ability to work cross-functionally and own projects end-to-end
Preferred
Experience with RFP platforms such as Tribble, Responsive, or Loopio.
Familiarity with enterprise security questionnaires (e.g., SIG, CAIQ), compliance frameworks like SOC 2 and ISO 27001, and vendor due diligence.
Experience with CRM and CPQ tools such as HubSpot, Salesforce, and DealHub.
