
Proposal Tools Analyst
Posted 4 hours ago

Posted 4 hours ago
This is a fully remote position, open to applicants in United Kingdom.
• Document the scope, functions, users, data, calculation logic, outputs, and limitations of each current business case, TCO, RFX, and proposal tool.
• Identify tools that have not been recorded and submit them to the program.
• Trace data sources, assumptions, and hard-coded values; highlight overlaps, gaps, and inconsistent financial outputs.
• Transform field requirements and tool functionalities into clear, testable specifications and maintain them in the prototype.
• Make decisions on what to rebuild, retire, or merge and document the reasoning behind these choices.
• Document requirements for TCO, cash flow, P&L, Salesforce write-back, governance, permissions, and auditability.
• Collaborate with the Business Platform Owner, DTG, product owners, and program teams on releases.
• Map the test scope and cases to requirements and secure sign-off from the Field Advisory Group.
• Own the capability map necessary for tool decommissioning.
• Define exit criteria and transition paths, and assist Sales Enablement with cutover training.
• Preserve essential logic and content prior to the retirement of tools.
• Review Responsive and collect RFP/RFQ requirements.
• Compare Responsive with alternatives and recommend a strategy based on cost, effort, and timeline.
• Experience in business analysis delivering system requirements for platforms that face businesses.
• Experience with at least one program that consolidated or retired tools.
• Product management experience, preferably as a product owner.
• Strong skills in elicitation.
• Ability to reverse-engineer and document tools with minimal or no existing documentation, including spreadsheet models.
• Strong skills in requirements: scope, process and data flows, traceability, and change control.
• Experience collaborating with testing teams through formal business sign-off.
• Background in a sales organization and its systems, ideally Salesforce and CPQ.
• Capability to challenge requests and evaluate tool retirement readiness.
• Proficient in clear writing for both executives and engineers.
• Preferred: product experience from discovery to launch and iteration.
• Familiarity with proposal, quoting, or CPQ tools.
• Understanding of TCO, cash flow, and P&L.
• Flexible time off.
• Wellness resources.
• Company-sponsored team events.
• Employee Resource Groups.
• Support for growth and development.
• Accommodations in the hiring process for candidates with disabilities.
Fieldguide
Finance of America
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