Support the overall RFx Process and Engagement offering and program initiative. Effectively capture, qualify, coordinate, and manage all company RFx response efforts to ensure thorough, high-quality, AHEAD branded, compliant, winning submissions.

Roles and Responsibilities

• Project manage the completion of RFx requests from intake to submission.
• Review and process all incoming RFx related Services Requests in a timely manner
• Continually follow-up on intake action items for sales team members until complete (i.e.provide the Opportunity Amount/Margin/Revenue fields, ensure RFx docs and a completed Intake Scoring Form are provided and attached, a Services Request for OA to Create a Teams Channel has been created, etc.)
• Engage the legal team to assign each response effort to a member of AHEADs Corporate Counsel
• Coordinate and facilitate a Go or No Go call, if necessary, before proceeding with providing RFx Team support
• Setup and organize each RFx response effort by performing the following:
• Gather and download all required RFx Docs and organize into their appropriate folders
• Develop a Response Roadmap prior to the initial response call, outline the core response details (opportunity details, team, folder links, etc.), build out are sponse timeline and corresponding milestones, provide instructions for question submission, outline the required content assignments ,notate any specific action items, coordinate the initial call ,and drive the response effort moving forward

• Schedule and facilitate the initial response call, communicate all required deadlines and meetings, identify appropriate roles and responsibilities, and assign specific content responsibilities to the appropriate team members

• Schedule and drive subsequent team cadence calls, strategy sessions and/or color reviews throughout the response effort (Yellow and Green), continually monitor progress and escalate to additional resources or leadership as needed
• Work with the Deliverables team to prepare any required AHEAD branded RFx templates and/or working documents needed to develop the response, following specific RFx format instructions and requirements
• Work with the Deliverables team to review, format and assemble final response documents to ensure the response meets and/or exceeds the RFx requirements before submitting
• Collaborate with cross-functional teams, including customer success, finance, P&C, legal, marketing, operations, practices, security, as well as external subcontractor(s) and vendor specific contacts as needed
• Track all in-progress RFx responses and projects on a weekly basis
• Attend weekly RFx Weekly Touchpoint with the Deliverables team to review and assign all in-progress responses
• Complete a monthly review of the Salesforce RFx Dashboard to maintain up-to-date and accurate RFx data and reporting to help executive leadership make informed, data-driven decisions
• Assist in the continued development and implementation of the RFx Team processes and procedures
• Maintain the RFP Index by helping to regularly add net new content and facilitate quarterly reviews and updates with the department content captains to ensure the sales account teams have access to our most up-to-date company information and content
• Maintain and/or create new RFx related templates and resources, such as AHEAD branded resumes, references, content examples, company documents and forms, etc., as well as gather and organize valuable and referenceable company content in the RFx Master Library
• Assist in the management and maintenance of the RFx Process Engagement and Support ARCHIE page to ensure that all RFx materials are organized and accessible
• Contribute to the preparation, and provide RFx related training on how to effectively engage the RFx Team and how to find and utilize RFx materials and resources

• Maintain and build relationships with the sales account teams and supporting departments