KPI Integrated Solutions logo
KPI Integrated Solutions

The Relentless Pursuit of the Right Solution

Proposal Manager

Proposal ManagerProposal ManagerFull TimeRemoteMid LevelTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Proposal Manager

KPI Integrated Solutions

• Own and maintain the pursuit tracking system in Smartsheet, ensuring every active pursuit row is current with accurate deadlines, ownership, health status, and blocker notes. • Manage new pursuit intake — log incoming opportunities, confirm proposal due dates with the Sales Owner, and ensure a Pursuit Lead is assigned before technical work begins. • Run the weekly pursuit standup meeting, including pre-meeting preparation, facilitating the agenda, updating Smartsheet live during the call, and distributing the post-standup summary to the Teams pursuit channel. • Monitor pursuit health across the active pipeline, proactively identifying pursuits that are at risk of missing deadlines and escalating to Sales Owners and the ASD manager before deadlines are missed. • Monitor engineer and estimator capacity using the Smartsheet capacity view; flag overload conditions to the ASD manager before new pursuit assignments are accepted. • Serve as the primary communication bridge between the pre-sales team and Sales Owners, providing timely, factual status updates and managing expectations on deliverable timelines. • Maintain and continuously improve pursuit coordination processes, tools, and templates to support a repeatable, scalable pre-sales operation. • Ensure closed pursuits (Won, Lost, On Hold) are updated in Smartsheet promptly, and perform monthly archive cleanup to maintain a clean active pipeline view. • Support the ASD manager with pursuit pipeline reporting and capacity data for leadership reviews and board-level reporting as needed.

Job Requirements

  • Bachelor’s degree in business, Communications, Project Management, or a related field; equivalent professional experience considered.
  • 2–5 years of experience in a project coordination, sales operations, pre-sales support, or proposal management role.
  • Demonstrated ability to manage multiple concurrent deadlines across a fast-moving pipeline without losing track of details or ownership.
  • Proficiency in Smartsheet, including building and maintaining sheets, configuring automations, and creating reports and dashboards.
  • Strong communication skills; able to work effectively with technical engineers, estimators, and sales professionals — and to push back diplomatically when deadlines or capacity are at risk.
  • Natural coordinator instincts — proactive, organized, and comfortable owning a process without being the technical expert in the room.
  • Excellent organizational skills with strong attention to detail; able to maintain data accuracy across a high volume of active opportunities.
  • Strong interpersonal skills; able to build trust with engineers who may be skeptical of process overhead and with sales leaders who expect responsiveness.
  • Familiarity with warehouse automation, material handling, or industrial pre-sales environments preferred but not required.
  • Proficiency in Microsoft 365 including Teams, Outlook, and SharePoint; experience with Salesforce CRM a plus.
  • Preferred Skills & Experience:**
  • Experience with AEC (Architecture, Engineering, or Construction) or management consulting firms.
  • Experience with collaborative software platforms (e.g., SharePoint, Smartsheet Work Platform, MS Project, Teams, Salesforce, or similar systems).
  • Familiarity in graphic design, layout, and visual communication tools.
  • Understanding of best practices in proposal development and commercial enablement.
  • Excellent communications skills and ability to manage tight timelines within a team matrix organization.

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Health Care Concierge Service
  • 401(k) Retirement Plan (Pre-tax & Roth)
  • Company paid Basic Life Insurance, Short-Term Disability & Long-Term Disability
  • Voluntary Life & AD&D Insurance
  • Voluntary Accident, Critical Illness & Hospital Indemnity Insurance
  • Pet Insurance
  • Milk Stork Program
  • Wellness Program with gift card redemption and wellness challenges
  • Paid Time Off (Vacation, Sick & 10 Holidays)
  • Training & Development

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