RFX Specialist

Vertafore; Denver (CO); Hybrid; USD 68,000 - 80,000; Full time

Benefits offered by this job

Medical, vision & dental plans

Life, AD&D insurance

401(k) with employer match

Parental leave

Education assistance

Employee assistance program

Tuition reimbursement

Wellness program

Job summary

Vertafore, headquartered in Denver, CO, seeks a RFX Specialist to drive proposal responses for RFPs, RFIs, and security questionnaires. You will coordinate cross-functional teams across Sales, Solution Consulting, Product, Security and Legal to craft accurate, customer-focused content and maintain Ombud content libraries.

You will manage timelines, improve templates, and utilize AI/automation to enhance proposal quality and speed while tracking metrics for continuous improvement.

Qualifications

• Bachelor's degree or equivalent in related field.
• 1–3 years of experience in proposal coordination or sales support.
• Strong business writing and editing experience.
• Experience with Ombud, RFPIO, Loopio or similar tools preferred.
• Experience maintaining knowledge libraries or reusable content preferred.
• SaaS/enterprise software or tech industry experience preferred.

Responsibilities

• Coordinate end-to-end proposal responses across RFPs, RFIs and security questionnaires.
• Manage proposal timelines, priorities, deliverables, and submission deadlines.
• Collaborate with Solution Consulting, Product Management, Security, Legal, Compliance, Sales and Customer Success to finalize responses.
• Develop clear, customer-focused responses aligned with Vertafore's products and messaging.
• Serve as primary content administrator for Ombud and maintain the content library.
• Create standardized proposals, templates, and reusable content to improve consistency and speed.
• Coordinate content reviews with SMEs to reflect product functionality and security standards.
• Leverage automation and AI within Ombud to improve quality and efficiency.
• Track proposal metrics and content usage to drive continuous improvements.
• Provide regular status updates to Solution Consulting leadership.

Skills

Proposal coordination

Editing

Project management

Cross-functional collaboration

MS Office

RFP/RFI responses

Knowledge management

Education

Bachelor's degree

Tools

Ombud

RFPIO

Loopio

Job description

$68,000 - $80,000 / year
The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

$68,000 - $80,000 / year
The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.
Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale.
With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.
Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.
The RFX Specialist is a member of the Solution Consulting organization and supports Vertafore's proposal response process by coordinating Requests for Proposal (RFPs), Requests for Information (RFIs), security questionnaires, due diligence requests, and other sales support documentation across Agency, MGA, and Carrier solution portfolios.
Reporting to the VP, Solution Consulting, this role partners closely with Sales, Solution Consulting, Product Management, Security, Legal, Compliance, Customer Success, and other cross-functional teams to develop and deliver high-quality proposal responses that support revenue growth and improve sales effectiveness.
The RFX Specialist also serves as the primary content administrator for Vertafore's proposal management platform (Ombud), maintaining the proposal content library, organizing reusable response content, and supporting continuous improvements that increase proposal quality, consistency, and efficiency.

Core Requirements And Responsibilities

• Coordinate the end-to-end proposal response process for RFPs, RFIs, security questionnaires, due diligence requests, and other sales support documentation.
• Manage proposal timelines, priorities, deliverables, and submission deadlines across multiple concurrent opportunities.
• Coordinate with Solution Consulting, Product Management, Security, Legal, Compliance, Customer Success, and Sales to gather, review, and finalize proposal responses.
• Develop clear, accurate, well-written, and customer-focused proposal responses aligned with Vertafore's products, solutions, and messaging.
• Ensure proposal submissions meet quality standards, customer requirements, and established deadlines.
• Serve as the primary content administrator for Vertafore's proposal management platform (Ombud).
• Maintain and organize the proposal content library within Ombud, ensuring approved content remains accurate, current, and easily accessible.
• Create and update standardized proposal responses, templates, and reusable content to improve consistency and reduce response time.
• Coordinate periodic content reviews with subject matter experts to ensure proposal content reflects current product functionality, security standards, and corporate messaging.
• Utilize available automation and AI capabilities within Ombud to improve proposal efficiency and content quality.
• Track proposal metrics, content usage, and response activity to support continuous process improvements.
• Build strong working relationships across business functions to facilitate collaboration and timely proposal completion.
• Provide regular status updates and reporting to Solution Consulting leadership on proposal activities and deadlines.
• Support additional solution consulting and proposal-related initiatives as assigned.

Knowledge, Skills And Abilities

• Exceptional written communication, editing, and proofreading skills with the ability to translate technical information into clear, customer-friendly language.
• Strong organizational and time management skills with the ability to manage multiple projects and deadlines simultaneously.
• Excellent project coordination skills with strong attention to detail and follow-through.
• Strong interpersonal and relationship-building skills with the ability to work effectively across multiple teams and departments.
• Process-oriented mindset with the ability to follow established workflows while identifying opportunities for continuous improvement.
• Ability to manage competing priorities in a fast-paced environment while maintaining accuracy and quality.
• Strong analytical and problem-solving skills.
• Ability to quickly learn new products, technologies, and business processes.
• Experience using Microsoft Office Suite and collaboration tools.
• Experience with proposal management software or knowledge management platforms is preferred.

Qualifications

• Bachelor's degree in Business, Communications, English, Marketing, Information Systems, or a related field; or an equivalent combination of education and experience.
• 1-3 years of experience in proposal coordination, RFP/RFI responses, sales support, marketing, communications, project coordination, or a related business function.
• Strong business writing and editing experience required.
• Experience working with proposal management software such as Ombud, Responsive (RFPIO), Loopio, or similar platforms is preferred.
• Experience maintaining knowledge libraries, documentation, or reusable content is preferred.
• Experience in SaaS, enterprise software, or a technology-focused organization is preferred.
• Insurance industry experience is a plus but not required.

Additional Requirements And Details

• Travel required up to 10% of the time.
• Ability to work remote with a stable internet connection on an as-needed basis.
• Located and working from an office location when required.
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Why Vertafore is the place for you: *Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
• PPO & high-deductible options
• Health Savings Account & Flexible Spending Accounts Options:
• Health Care FSA
• Dental & Vision FSA
• Dependent Care FSA
• Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

The Professional Services (PS) and Customer Success (CX)

bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP)

is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans

are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

Vertafore is a drug free workplace and conducts preemployment drug and background screenings

We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.

We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail]

Just a note, this contact information is for accommodation requests only.