Proposal & Sales Operations Analyst

Business Operations


Planview is seeking a Proposal & Sales Operations Analyst to work closely with Sales, Services, Customer Operations, Product and IT in support of new and existing customer sales. The Analyst will be responsible for supporting request for proposals (RFP’s) by providing appropriate response to proposal and security assessment questions from existing and potential customers.  The Analyst will be support additional work as needed by Sales Operations leadership team to support the broader sales and customer operations teams.


  • Coordinate RFP responses: review RFP requirements, outline and schedule response discussion, manage response deadlines and content, collaborate with operational staff throughout the organization, write technical responses and provide general company and marketing content, assemble and review the team response, proofread and format the final version, occasionally print out and send final documents
  • Track and report quarterly proposal data
  • Maintain Q&A database: add new content from completed proposals, archive outdated content
  • Incorporate new marketing content, corporate deck and analyst updates into proposal content
  • Stay current with new release details and software updates
  • Respond to and support global sales and customer operations teams: understand the differences in Planview identities and policies of a global audience, also work flexible hours to accommodate time zones
  • Perform analysis, both ad hoc and standard, along with reporting


  • Excellent verbal and written communication skills, including proficiency with MS Word, Excel and PowerPoint; knowledge of SFDC a plus
  • Bachelor’s Degree is required
  • 1+ years of relevant work experience
  • Previous RFP experience a plus
  • Ability to meet tight deadlines
  • Attention to detail and accuracy
  • Ability to multi-task, work independently, prioritize and manage tasks to work on multiple projects in parallel
  • Demonstrates initiative and enthusiasm when taking on new projects and responsibilities
  • Technical background or desire to understand in-depth details of software applications and security processes a plus
  • Strong analytical capability a plus

Great Benefits and Fun Perks

  • We offer highly competitive benefits packages for every lifestyle.
  • No one likes working in a box, right? That’s why we’ve built some fun, open work environments with optional standing desks, game rooms, unlimited snacks, soft drinks, and gourmet coffee machines. Oh, and a tasty cereal bar and fresh fruit to get your day going!
  • We believe in regular fun office events and monthly happy hours!
  • We offer weekly onsite yoga classes, chiropractor visits and car wash services.
  • We’re in a brand new office building with garage parking and shaded courtyards with outdoor gas grills and seating, just in case you want to grab some sun during lunch.
  • We host daily food trucks!
  • And because we believe in community involvement, we’re also active participants of a variety of causes, including a Planview MS150 riding team, Heartwalk, Central Texas Food Bank, Salvation Army Angel Tree and more!

Planview is an Equal Opportunity/Affirmative Action Employer


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