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.