RevOps Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the management of incoming RFPs, questionnaires, and proposal requests.

• Facilitate the completion of RFPs across various internal teams.

• Ensure proposals are delivered to consultants accurately and on time.

• Maintain standardized responses while continuously enhancing RFP efficiency.

• Act as a liaison, alongside the VP of Sales, for both consultants and clients during the sales process.

• Provide support for follow-ups post-consultant meetings (including materials, recap notes, and next steps).

• Prepare and circulate sales collateral and presentations.

• Uphold a high standard of responsiveness and professionalism in external interactions.

• Monitor deals throughout the sales pipeline and ensure accuracy in CRM systems (such as Salesforce or similar).

• Collect essential data points to aid in pricing and proposal strategy.

• Coordinate schedules for demos, finalist meetings, and follow-ups.

• Identify gaps in deal information and take proactive measures to address them.

• Assist in standardizing pricing workflows for smaller, transactional deals.

• Maintain and enhance internal sales templates and documentation.

• Collaborate with leadership to streamline processes and minimize friction.

• May involve travel to meet with consultants, attend industry events, support Open Enrollment events, and aid business growth within designated territories.

⛳️ Requirements

• 2–5+ years of experience in a sales support, sales coordinator, or client-facing operations role.

• Required experience with pre-tax benefits (HSA, FSA, HRA) and/or COBRA.

• Excellent communication skills with the ability to engage effectively with brokers, consultants, and clients.

• Highly organized with a keen attention to detail.

• Capable of managing multiple priorities and deadlines efficiently.

• Familiarity with CRM systems (e.g., Salesforce).

• Proven growth mindset with a commitment to learning, adapting, and improving continuously.

• Preferred experience supporting RFP processes in the benefits or HR tech sectors.

• Familiarity with broker/consultant sales models is preferred.

• Experience in fast-paced or growth-stage environments is preferred.

🏝️ Benefits

• Comprehensive benefits package.