ServiceNow Proposal & Solutions Specialist | Pre-Sales & RFP

ServiceNow Proposal & Solutions Specialist

Overview

Kaptius is seeking a skilled ServiceNow Proposal & Solutions Specialist to lead the development of compelling, high-quality client proposals. This role is critical in supporting pre-sales and business development efforts for organisations looking to implement or optimise ServiceNow platforms.

The successful candidate will combine strong writing ability, technical understanding of ServiceNow, and commercial awareness to produce winning responses to RFPs, RFIs, and Statements of Work (SOWs).

Key Responsibilities

• Own and lead the end-to-end creation of RFP, RFI, and SOW responses for ServiceNow engagements

• Translate complex client requirements into clear, persuasive, and structured proposal content

• Collaborate with ServiceNow architects, consultants, sales, and delivery teams to capture accurate technical solutions

• Articulate value propositions, implementation approaches, timelines, and pricing structures

• Ensure proposals align with Kaptius’ brand, tone, and quality standards

• Maintain and improve reusable proposal content, templates, and case studies

• Manage deadlines and coordinate inputs from multiple stakeholders

• Support bid strategy, win themes, and differentiators for competitive tenders

Required Skills & Experience

• Proven experience producing ServiceNow-focused proposals or pre-sales documentation

• Strong knowledge of ServiceNow modules (e.g. ITSM, ITOM, HRSD, CSM, SecOps, CMDB)

• Demonstrable experience responding to enterprise-level RFPs/RFIs

• Exceptional written communication and storytelling skills

• Ability to work with technical and non-technical stakeholders

• Strong attention to detail and quality control

• Commercial awareness of implementation delivery models and pricing structures

Desirable Experience

• Background in ServiceNow consulting, pre-sales, or solution architecture

• Experience within a ServiceNow Partner environment

• Familiarity with public sector or regulated industry tenders

• Proposal management or bid management certification

Why This Role Matters

This role sits at the heart of Kaptius’ growth strategy, directly influencing pipeline conversion and client trust by clearly communicating how Kaptius delivers value through ServiceNow solutions.

Director / Senior Director of Sales Operations | SaaS | Long Beach, CA (Hybrid) | $195K–$250K

🚀 Director / Senior Director of Sales Operations

📍 Long Beach, CA | Hybrid (Tue–Thu onsite, Mon & Fri remote)
💼 Senior Leadership | Full-Time
📅 Newly Opened | 1 Vacancy

💲 Compensation: $195,000 – $250,000 (confidential if posted externally)
🧳 Travel: Up to 20%
🚫 Visa Sponsorship: Not supported
🏠 Relocation: Not offered

🌟 The Opportunity

An industry-leading technology organization is seeking an exceptional Director / Senior Director of Sales Operations to transform and elevate the performance of its U.S. direct sales organization.

This is a high-impact role for a strategic, data-driven, and visionary sales operations leader who thrives on optimizing performance, driving predictable revenue growth, and empowering teams with the systems, insights, and tools they need to win.

If you have deep SaaS experience, mastery of Salesforce and BI tools, and a passion for building operational excellence from the ground up — this is your stage to make a measurable difference.

🎯 What You’ll Do

🧭 Strategic Sales Leadership

• Partner with executive leadership to define and execute sales strategy across enterprise SaaS solutions.

• Oversee sales planning, territory optimization, forecasting, and pipeline analysis.

• Develop frameworks that drive predictable, scalable revenue growth.

• Build data-driven forecasting models that inform strategic decisions at the highest level.

⚙️ Operational Excellence

• Architect and refine sales operations frameworks that improve process efficiency and alignment.

• Lead CRM optimization in Salesforce, ensuring clean data, automation, and adoption across the sales org.

• Standardize dashboards and reporting using Power BI or Tableau, delivering insights that accelerate decision-making.

• Establish best practices for pipeline velocity, deal quality, and margin improvement.

💰 Revenue Performance & Enablement

• Partner with Finance and Sales Leadership to design quotas, incentive programs, and performance metrics that motivate and reward success.

• Identify bottlenecks in the sales cycle and implement process improvements that shorten deal time and increase win rates.

• Use analytics to proactively spot trends, forecast results, and recommend strategic adjustments.

🤝 Cross-Functional Collaboration

• Work hand-in-hand with Finance, Marketing, and Customer Success teams to ensure a seamless revenue engine.

• Align sales, delivery, and customer experience initiatives to drive client satisfaction and retention.

• Provide executive-level reporting and insights to guide business growth initiatives.

💡 About You

• 10+ years of experience in Sales Operations or Sales Leadership within a SaaS environment.

• Proven success building and scaling direct sales organizations that deliver measurable revenue growth.

• Strong command of Salesforce CRM, Power BI / Tableau, and advanced analytics.

• Experience with sales frameworks, pipeline management, and operational excellence.

• Strategic mindset with hands-on leadership capabilities — able to influence, coach, and inspire.

• Exceptional communication and executive presentation skills.

• Experience selling into Government, Education, Insurance, or Financial Services industries is a plus.

✨ Nice to Have: SaaS sales background or direct sales experience.

🧭 Interview Journey

1️⃣ Recruiter Screening
2️⃣ Virtual Interview with Hiring Leaders
3️⃣ Onsite Final Interviews

🎁 Benefits & Perks

• Comprehensive Medical, Dental, and Vision coverage (100% HMO coverage for employees)

• 401(k) with generous company match

• 15 vacation days, 9 holidays, and 3 floating days annually

• Paid volunteer time and hybrid flexibility

• Covered parking, including EV charging

• Professional development and tuition reimbursement opportunities

🌍 Why Join

You’ll step into a strategic leadership role where your insights, frameworks, and influence will shape how sales performance is measured, optimized, and celebrated.

This is your chance to build a world-class sales operations engine, drive innovation, and empower a high-performing sales organization to reach new levels of excellence.