Quick Summary
About the role As we expand our AI and agentic solutions for audit and finance customers, the volume and complexity of customer questionnaires, security assessments,
About the Role
~2 min readAs we expand our AI and agentic solutions for audit and finance customers, the volume and complexity of customer questionnaires, security assessments, due diligence questionnaires (DDQs), and RFPs continues to grow. These responses are a critical, late-stage step in our sales cycle — and increasingly include questions spanning security, privacy, product, AI governance, legal, and commercial terms.
The Proposal Manager owns this process end to end. This is a coordination and enablement role, not a subject-matter role: you will own the process of getting customer queries answered accurately and on time, while our subject-matter experts (InfoSec, Product, Engineering, Legal, Finance, and People) remain responsible for the content within their domains.
You act as the single point of accountability and the buffer that protects our experts' time — routing only the questions that genuinely need them, with full context, rather than forwarding entire documents. You will also transform one-off responses into reusable institutional knowledge, ensuring every completed questionnaire makes the next one faster and more efficient.
This role owns the process. The Proposal Manager coordinates, drafts responses using approved content, manages stakeholders, and delivers high-quality submissions. Subject-matter experts remain accountable for the technical accuracy of content within their domains and review only genuine exceptions. This separation ensures faster deal cycles while protecting specialist capacity.
This starts as a single-person function. You will own it end to end, and your primary lever is automation: building the workflows, library, and tooling that let one person operate at the scale this would otherwise demand of a team. The goal isn't to do more by hand — it's to make the process scale without scaling headcount.
This is a global role. While Amsterdam-based, you will support deals across EMEA, US, and APAC markets, which calls for flexibility in working hours to align with those time zones during active deals.
You will sit within the Solutions Engineering organization and work closely with Account Executives, Solutions Architects and the subject-matter experts — including InfoSec and Engineering.
Audit and finance are still massively manual and we are changing that. DataSnipper is a $1B, bootstrapped unicorn with 600,000+ users across 180+ countries, already embedded in the daily workflows of top audit and accounting firms.
Now, we are taking things further with our Excel Agent, bringing AI directly into where the work actually happens. Unlike generic AI tools, we do not sit on the sidelines. Our AI operates inside Excel, with access to real documents and audit evidence, meaning it does not just generate answers, it does the work, with full traceability.
We are not just applying AI, we are redefining how audit gets done. If you want to build something category-defining at scale, this is the place.
Responsibilities
~2 min read1. Manage customer questionnaires, security assessments, and RFPs
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Serve as the single intake point and owner for all incoming customer questionnaires, security/vendor assessments, DDQs, and RFPs.
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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).
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Draft first-pass responses from the approved answer database, escalating only true exceptions to subject-matter experts as scoped, single questions with context.
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Set and manage internal deadlines and SLAs that leave buffer before customer deadlines; track progress and chase contributors.
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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.
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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.
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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
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Familiarity with security and compliance frameworks (SOC 2, ISO 27001) and how certifications map to questionnaire answers.
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Exposure to AI governance / responsible-AI questions in customer assessments.
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Hands-on experience with response-automation or trust-center tooling, and with CRM (HubSpot).
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Background in sales engineering, solutions enablement, technical writing, or revenue operations.
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What We Offer
~1 min readLocation & Eligibility
Listing Details
- Posted
- July 1, 2026
- First seen
- July 1, 2026
- Last seen
- July 1, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 54%
- Scored at
- July 1, 2026
Signal breakdown
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