Requirements
- You have 5+ years of experience managing RFPs or proposals in a high-growth SaaS environment, preferably supporting enterprise or mid-market sales teams
- You’re an exceptional project manager—organized, detail-oriented, and comfortable juggling multiple complex deliverables under tight timelines
- You have excellent writing, editing, and communication skills, with a strong instinct for tailoring content to different audiences
- You’re collaborative and low-ego—you know how to bring people together to get things done and aren’t afraid to chase down answers or ask for help
- You’re systems-minded and always looking for ways to improve the process—whether that’s introducing a new tool, optimizing workflows, or creating better documentation
- You understand the nuances of enterprise buying processes and what it takes to compete in a crowded market
- You’re excited by the idea of joining a company where your work will be visible, valued, and essential to how we win
What the job involves
- At Klaviyo, our mission is to empower creators to own their growth
- As we scale, the RFP process is becoming an increasingly strategic part of how we compete and win with some of our most sophisticated customers
- We're looking for a high-performing Proposal Manager to lead the charge in building and scaling our RFP response function
- This is a high-leverage, high-impact individual contributor role with significant visibility and influence across the go-to-market organization
- You’ll be the first dedicated hire focused on RFP excellence—meaning you’ll play a critical role in shaping the systems, processes, and strategy behind how we respond to customer questionnaires
- You won’t be building from scratch – we already have RFP software and practices in place – but you will have the opportunity to define best practices, elevate our approach, evolve our systems, and generally raise the bar for how Klaviyo shows up in competitive sales cycles
- You’ll find strong support and eager partners across Sales, Presales, Marketing and other parts of the business
- This is a chance for someone with the right experience to shape the future of the proposal management function at a world-class SaaS company – while also directly impacting revenue, win rate, and brand perception
- This role is in the Presales organization, which also includes Presales Solution Architects and our Demo Experience team
- If you're someone who thrives on crafting compelling narratives, managing complex cross-functional projects, and influencing strategic sales outcomes through precision and clarity—this role could be for you
- What you’ll get in return is the opportunity to be part of an extremely high-performing, strategically-important team that works at the exciting intersection of engineering, sales, and customer engagement
- Serve as a trusted partner and internal champion for all things RFP—becoming the go-to expert for proposal strategy and execution
- Own the end-to-end RFP, RFI, and security questionnaire response strategy and process from intake to submission, including:
- Defining what it means to qualify an RFP/RFI, balancing factors like effort, quality and ROI
- Importing qualified questionnaires into our RFP software
- Drafting and refining initial answers to technical, functional, and business questions in RFPs and RFIs
- Sourcing and validating inputs from subject-matter experts across the company (e.g. Sales, Product, Legal, Security, Product Marketing)
- Packaging and delivering proposals in a compelling, differentiated way that helps us win
- Maintain and improve a scalable, up-to-date knowledge base of commonly asked questions and approved answers using our RFP software, including:
- Ensuring all content is accurate, consistent and on-brand
- Reviewing new content and adding to the knowledge base as appropriate
- Partner with Sales and Go-to-Market operational leadership to ensure our process is measurable and built for maximum effectiveness and efficiency, including:
- Ensuring an effective qualification process and healthy RFP response rate
- Tracking and improving RFP win rates and turnaround times
Requirements
- You have 5+ years of experience managing RFPs or proposals in a high-growth SaaS environment, preferably supporting enterprise or mid-market sales teams
- You’re an exceptional project manager—organized, detail-oriented, and comfortable juggling multiple complex deliverables under tight timelines
- You have excellent writing, editing, and communication skills, with a strong instinct for tailoring content to different audiences
- You’re collaborative and low-ego—you know how to bring people together to get things done and aren’t afraid to chase down answers or ask for help
- You’re systems-minded and always looking for ways to improve the process—whether that’s introducing a new tool, optimizing workflows, or creating better documentation
- You understand the nuances of enterprise buying processes and what it takes to compete in a crowded market
- You’re excited by the idea of joining a company where your work will be visible, valued, and essential to how we win
What the job involves
- At Klaviyo, our mission is to empower creators to own their growth
- As we scale, the RFP process is becoming an increasingly strategic part of how we compete and win with some of our most sophisticated customers
- We’re looking for a high-performing Proposal Manager to lead the charge in building and scaling our RFP response function
- This is a high-leverage, high-impact individual contributor role with significant visibility and influence across the go-to-market organization
- You’ll be the first dedicated hire focused on RFP excellence—meaning you’ll play a critical role in shaping the systems, processes, and strategy behind how we respond to customer questionnaires
- You won’t be building from scratch – we already have RFP software and practices in place – but you will have the opportunity to define best practices, elevate our approach, evolve our systems, and generally raise the bar for how Klaviyo shows up in competitive sales cycles
- You’ll find strong support and eager partners across Sales, Presales, Marketing and other parts of the business
- This is a chance for someone with the right experience to shape the future of the proposal management function at a world-class SaaS company – while also directly impacting revenue, win rate, and brand perception
- This role is in the Presales organization, which also includes Presales Solution Architects and our Demo Experience team
- If you’re someone who thrives on crafting compelling narratives, managing complex cross-functional projects, and influencing strategic sales outcomes through precision and clarity—this role could be for you
- What you’ll get in return is the opportunity to be part of an extremely high-performing, strategically-important team that works at the exciting intersection of engineering, sales, and customer engagement
- Serve as a trusted partner and internal champion for all things RFP—becoming the go-to expert for proposal strategy and execution
- Own the end-to-end RFP, RFI, and security questionnaire response strategy and process from intake to submission, including:
- Defining what it means to qualify an RFP/RFI, balancing factors like effort, quality and ROI
- Importing qualified questionnaires into our RFP software
- Drafting and refining initial answers to technical, functional, and business questions in RFPs and RFIs
- Sourcing and validating inputs from subject-matter experts across the company (e.g. Sales, Product, Legal, Security, Product Marketing)
- Packaging and delivering proposals in a compelling, differentiated way that helps us win
- Maintain and improve a scalable, up-to-date knowledge base of commonly asked questions and approved answers using our RFP software, including:
- Ensuring all content is accurate, consistent and on-brand
- Reviewing new content and adding to the knowledge base as appropriate
- Partner with Sales and Go-to-Market operational leadership to ensure our process is measurable and built for maximum effectiveness and efficiency, including:
- Ensuring an effective qualification process and healthy RFP response rate
- Tracking and improving RFP win rates and turnaround times
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