RFP Specialist

About the Role:

List Engage is seeking a skilled and strategic RFP Specialist to join our growing team. As a key step of our strategic new business efforts, this role will be central to List Engage's continued growth, helping translate our mission and expertise into winning narratives.

The RFP Specialist is a technical scoping and writing role focused on helping List Engage present winning Requests for Proposal (RFPs), Requests for Information (RFIs), and other sales proposals. You will lead the process of RFP discovery, scoping, writing, editing, and supporting final submissions. This role requires crafting compelling, compliant proposals that are technically accurate and showcase our value proposition.

Evaluate strategic fit of RFP, RFI, and procurement opportunities with List Engage's capabilities.

Gather and document client requirements to create detailed scoping documents.

Proposal Writing & Development

Lead the scoping effort for RFPs and proposals, creating a Salesforce services scope of work that is aligned to the prospect’s requirements.

Lead proposal content development from structure to storytelling, ensuring submissions are tailored, persuasive, and clearly aligned with evaluation criteria.

Write, edit, proofread, and format long-form submissions.

Write technical descriptions of in-scope work for RFPs/RFIs as well as internal use.

Collaborate with internal stakeholders (Sales, Delivery, Operations, Marketing, Creative, Account Management) to source content, insights, and case studies, serving as a technical Subject Matter Expert.

Cross-Functional Contribution

Support knowledge base development by capturing reusable content and updating case studies.

Translate proposal language into pitch presentations and decks as needed.

Present to clients, painting a vision for the solution, its dependencies, milestones, and phases.

3-5+ years' experience in technical scoping, proposal writing, or technical writing

Demonstrated experience producing long-form written content (e.g., 30-80+ page proposals, reports, or equivalent complex documents).

Familiarity with procurement and RFP processes

Experience with data architecture, data flow, and technology stacks, as well as experience with marketing automation and digital campaigns.

Exceptional writing, editing, research, presentation, analytical, consultative, and communication skills.

Strong organizational and project management skills; ability to balance multiple deadlines and priorities.

Proven ability to work independently, drive projects forward with minimal oversight, and demonstrate strong judgment in identifying when to seek input or escalation questions.

Ability to work in the United States.

Experience with Salesforce cloud applications in a senior role.

Salesforce certifications/accreditation(s), such as Data 360, Agentforce Agent blazer, Marketing Cloud, Sales/Service Cloud, or Experience Cloud Consultant.

Familiarity with marketing technologies (ESPs, CRMs, CDPs, AI tools, data lake houses, ecommerce platforms, etc.) and data integration methods (API, SFTP, Mulesoft, Boomi, etc.).

Prior agency experience, especially in a sales/scoping role.

Positive, customer-centric attitude and comfort collaborating across functions in a fast-paced environment.

Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging.

At List Engage, we aim to change the world by challenging the traditional consulting model by building a flexible, delivery focused organization that can deliver on the promise that we have made to each other. We are an equal opportunity employer and love diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.