Director – Presale Operations

The Standard

. Oversee the strategic direction and management of the Presale business area .

Posted 9/22/2026full-timeRemote • Oregon • United StatesLead💰 $101,250 - $162,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing presale operations, including RFP and proposal development, while ensuring operational excellence and effective team leadership. Proficient in data analytics and reporting tools to track performance and customer trends.

Highest-signal resume keywords

Leadership ExperienceQuoting/RFP ManagementProcess ImprovementSalesforce ProficiencyData Analytics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

RFP DevelopmentProposal ManagementProcess ImprovementChange ManagementData Analytics

Soft Skills

Verbal CommunicationWritten CommunicationConflict ResolutionTeam BuildingEmployee Development

Tools & Technologies

SalesforceMS Office SuitePowerBIWorkday

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Life ProductsSupplemental Health ProductsPresale OperationsTeam Performance Management

About the role

Key responsibilities & impact

Oversee the strategic direction and management of the Presale business area
Ensure RFP and Proposal requests for all products are answered accurately and promptly
Collaborate with Underwriting, Actuary, Sales, and other major business areas
Manage presale workflows and processes
Deliver competitive, comprehensive, and accurate RFPs and Proposals
Lead Presale team operations across intake, quoting, RFPs, testing, peer reviews, and new technology
Uphold best practices and operational excellence through a streamlined internal presale support process
Recognize and address conflicts between departments
Develop a talent pipeline and maintain adequate resources for customer demands and business cycles
Monitor workflow and manage team performance, addressing issues and conflicts constructively
Develop and maintain training programs for varying levels of complexity
Manage budgets and resources to achieve goals
Track and analyze capabilities, capacity, and output data
Create reporting to track customer trends
Act as an expert resource to senior management and product owners
Create team identity and build momentum toward a shared purpose
Generate operational plans aligned with the business unit/function’s strategic vision
Deliver individual and group feedback to support employee development and department performance

Requirements

What you’ll need

High School Diploma or GED required
Bachelor’s degree preferred; experience may be considered in lieu of
8+ years of progressively responsible leadership experience
People-leadership experience required
Quoting/RFP background or experience managing a complex team, including managers, required
Experience specifically with Life & Supplemental Health products required
Strong knowledge of process improvement and change management theories and techniques
Excellent verbal and written communication skills
Demonstrated proficiency with Salesforce reporting tool and MS Office Suite required
Experience with data analytics and PowerBI preferred
Experience in Salesforce and Workday preferred
Successful candidates must be bondable
Criminal background investigation and employment, education, and licensing verification required as a condition of employment

Benefits

Comp & perks

A rich benefits package including medical, dental, vision, and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
Incentive program eligibility
Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire’s transition into the sales incentive plan
Competitive salary range
Drug- and alcohol-free work environment