datasnipper - Global Proposal Manager

• 1. Manage customer questionnaires, security assessments, and RFPs • Serve as the single intake point and owner for all incoming customer questionnaires, security/vendor assessments, DDQs, and RFPs. • Triage and classify each request by question type, then route sections to the correct owning team (security, privacy, product, engineering, AI governance, legal, finance, commercial). • Draft first-pass responses from the approved answer database, escalating only true exceptions to subject-matter experts as scoped, single questions with context. • Set and manage internal deadlines and SLAs that leave buffer before customer deadlines; track progress and chase contributors. • Prioritize across concurrent requests when several questionnaires or RFPs land at once — sequencing by deal stage, value, and deadline rather than first-in-first-out, and flagging trade-offs to Account Executives early. • Escalate stalled contributions through a defined path: when a routed exception sits unanswered against a deadline, you are empowered — with explicit management backing — to escalate, and SME responsiveness within agreed SLAs is treated as a shared, leadership-supported commitment rather than a favor. • Run final review and QA for consistency, accuracy, tone, and completeness before submission; assemble and deliver in the customer's required format or portal. • 2. Own the answer databases and align stakeholders • Own the centralized library of pre-approved answers end to end — its structure, accuracy, currency, and access — mapped to common question themes and kept continuously up to date. • Operate with the sensitivity our market demands: our customers are audit and finance firms in a highly regulated environment, so accuracy, confidentiality, and consistency are non-negotiable. Only approved, current, source-backed content enters the library; outdated, speculative, or off-message answers carry real reputational and commercial risk. • Coordinate with InfoSec, Product, Engineering, Legal, Finance, and People to keep their content accurate, with a regular review cadence (e.g., after product launches, certification changes, or new releases). • Feed strong, newly written answers back into the library so each response makes the next one faster. • Maintain version control and a clear audit trail of who answered what and when. • Continuously identify opportunities to improve content quality, answer reuse, and process efficiency. • 3. Automate and apply AI across the customer-query process (a continuous KPI) • Evaluate, implement, and administer response-automation and content-library tooling, and integrate with CRM. • Use AI to generate accurate first drafts, accelerate turnaround, and reduce manual effort — with appropriate human review and source-backed accuracy. • Help set up and maintain a customer-facing trust center / security portal, ensuring documentation remains current and enabling prospects and customers to self-serve common security and compliance information, reducing inbound questionnaire volume. • Track and report on process metrics (turnaround time, volume, SME interruption rate, win contribution) and drive continuous improvement. • 4. Support deal and order-form preparation • Partner with Account Executives on late-stage deal preparation, ensuring security and compliance objections are removed early. • Support the preparation and accuracy of order forms and related sales documentation. • Capture win/loss insights from completed responses to improve future content and process. • WHAT SUCCESS LOOKS LIKE • SME interruptions fall to genuine exceptions only — experts never see a question the library could have answered, and their touch rate declines over time. • Every submission lands before the customer deadline with internal buffer to spare; "where is the questionnaire?" stops being a question that stalls deals. • Accuracy holds under a regulated lens: nothing outdated, speculative, or off-message reaches an audit or finance customer, and every answer traces to an approved, current source. • The library compounds — each questionnaire adds reusable approved answers, so reuse rate climbs and net-new writing per questionnaire falls. • Automation steadily replaces manual coordination: first-draft generation, routing, and assembly increasingly run through tooling rather than by hand, quarter over quarter. • The trust center deflects a growing share of repeat security and compliance questions before they ever become a questionnaire.