Levelpath

RFP Desk Analyst

San Francisco. Posted 3 days ago

The role

You will own the end-to-end RFP process, from intake and go/no-go evaluation through final submission. You will coordinate Sales, Product, Solutions Engineering, Legal, Finance and Security to deliver accurate, on-time responses, and use AI and automation to improve how the Revenue team responds to customers.

What you will do

  • Own the RFP process from intake through final submission for RFPs, RFIs, and security and due-diligence questionnaires.
  • Partner with subject-matter experts to gather and validate responses and keep submissions on track.
  • Use and own tools like Tribble to accelerate first drafts and reduce manual work.
  • Create a Proposal Management Playbook with guidance, templates and documented procedures.
  • Build and maintain a centralized library of approved responses and close content gaps with SMEs.
  • Support RFP qualification and surface recurring customer requirements and product gaps to Sales and Product.

Required qualifications

  • 3+ years of experience in RFP management, Deal Desk, Revenue Operations, Product Operations, Solutions Engineering, or a related function.
  • Exceptional organization and attention to detail.
  • Strong written communication skills.
  • Proven ability to work cross-functionally and own projects from start to finish.
  • A track record of improving processes.
  • Strong business judgment and a proactive, problem-solving mindset.

Nice to have

  • Experience with RFP platforms such as Tribble, Responsive, or Loopio.
  • Familiarity with enterprise security questionnaires (e.g., SIG, CAIQ), SOC 2 and ISO 27001, and vendor due diligence.
  • Experience with CRM and CPQ tools such as HubSpot, Salesforce, and DealHub.
  • Experience supporting SaaS pricing, commercial approvals, or complex enterprise sales cycles.
  • Familiarity with procurement or source-to-pay processes.

Benefits

  • 100% covered medical, dental, and vision insurance
  • Flexible PTO, plus parental and sick leave
  • Competitive compensation and equity package
  • 401(k)
  • Commuter benefits
  • In-office snacks and Friday team lunches
  • Team happy hours and celebrations

About the company

Levelpath is an AI procurement platform for global enterprises, founded in 2022. It gives procurement, finance, legal and IT teams a view of spend from intake through payment.

RFP Desk Analyst at Levelpath | JobZoey