Sales Operations Specialist

2 weeks ago

Coimbatore, India Intellectyx, Inc. Full time

Company Description

Intellectyx, Inc., is a next-gen technology company that provides solutions across Data, AI, and Digital for various Enterprises, Governments, and Nonprofit organizations globally. Headquartered in Denver, USA, with offshore development centers in India, our mission is to "Do the Right Thing Right." We take a long-term view to ensure that solutions are adaptable and extensible, providing businesses with the leading edge.


Key Responsibilities:

The Sales Operations Specialist for Comprehensive RFP and Proposal Management is responsible for overseeing the entire lifecycle of RFPs, from selection and writing to submission, while ensuring continuous improvement through debriefs and actionable follow-ups for lost proposals. This role ensures the company delivers compelling, client-focused proposals to maximize win rates and drives strategic initiatives to enhance future success.


Key Responsibilities:


1. RFP Selection and Evaluation

  • Review and evaluate incoming RFPs to assess alignment with the organization’s capabilities, objectives, and resource availability.
  • Collaborate with sales leadership to prioritize RFPs with the highest strategic value and likelihood of success.
  • Conduct feasibility studies to identify resource requirements, potential risks, and deadlines.


2. RFP Process Management

  • Establish and manage a structured, end-to-end RFP process, ensuring timely and efficient responses.
  • Create and enforce timelines and workflows to ensure all stakeholders meet deadlines and deliverables.
  • Manage multiple RFPs simultaneously, ensuring efficient resource allocation and prioritization.


3. Proposal Writing and Submission

  • Lead the development and writing of customized proposals that address client-specific needs and challenges.
  • Collaborate with subject matter experts (SMEs) across departments to ensure technical and operational accuracy.
  • Highlight the company’s value propositions, differentiators, and competitive strengths in each proposal.
  • Perform quality checks to ensure proposals meet all client specifications, branding standards, and compliance requirements.
  • Oversee the final submission of proposals, ensuring format and delivery align with client expectations.


4. Debrief and Analysis for Lost Proposals

  • Facilitate debrief sessions with clients and internal teams for proposals that were not awarded.
  • Analyze client feedback to identify gaps, weaknesses, and improvement opportunities in proposal submissions.
  • Document lessons learned and share findings with stakeholders to inform future strategies.


5. Continuous Improvement

  • Develop and execute action plans based on debrief findings to address identified gaps and enhance the quality of future proposals.
  • Collaborate with sales leadership to integrate feedback into training, tools, and best practices.
  • Monitor the effectiveness of implemented changes and provide regular updates to stakeholders.


6. Cross-Functional Collaboration

  • Act as the primary liaison between sales, marketing, legal, product, and technical teams to gather relevant inputs for proposals.
  • Foster a collaborative environment to ensure alignment on proposal objectives and client needs.
  • Coordinate with finance and legal teams to address pricing, compliance, and contractual elements.


7. Content Management and Knowledge Sharing

  • Build and maintain a centralized repository of reusable content, templates, case studies, and FAQs.
  • Regularly update the repository with the latest company achievements, market insights, and best practices.
  • Train team members and stakeholders on accessing and utilizing the repository effectively.


8. Metrics, Analytics, and Reporting

  • Track win/loss rates and other key metrics to evaluate proposal performance and identify trends.
  • Prepare and present regular reports to sales leadership on RFP activity, outcomes, and recommendations.
  • Use data-driven insights to enhance proposal strategies and increase success rates.


9. Strategic Alignment

  • Partner with sales leadership to ensure proposal efforts align with overall business goals and revenue objectives.
  • Integrate market research and competitive intelligence into proposal strategies to improve competitiveness.
  • Contribute to strategic planning sessions to prioritize high-impact opportunities.


10. Leadership and Mentorship

  • Lead and mentor team members involved in the RFP process, fostering a culture of excellence and accountability.
  • Provide guidance on best practices in proposal writing, project management, and client engagement.


Key Qualifications:

  • Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
  • 8+ years in sales operations, RFP management, or a similar role.
  • Demonstrated success in managing RFPs and improving win rates through actionable feedback.
  • Exceptional writing, editing, and analytical skills.
  • Proficiency in RFP tools (e.g., RFPIO, LoopIO) and CRM platforms (e.g., Salesforce).
  • Strong organizational and project management abilities.
  • Detail-oriented, proactive, and results-driven.
  • Excellent communicator and collaborator across diverse teams.
  • Adaptable and committed to continuous improvement.


This role not only focuses on delivering winning proposals but also emphasizes learning from losses and driving improvements that enhance the organization’s competitiveness and overall success in securing projects.

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