Responsibilities

• Oversee the entire RFP process from RFP receipt to submission by established timelines
• Compose and edit proposal documents in a professional and credible manner ensuring timely and high-quality responses
• Coordinate with sales team members and cross-functional teams to develop custom responses as needed to meet strategic proposal objectives
• Work closely with subject matter experts
• Conduct research to understand client needs, industry trends, and competitor offerings
• Lead and serve as a key contributor on cross-functional projects, process enhancements, special projects
• Support a range of project complexities; primarily above average and complex projects, with added support for simple and average projects as volumes demand
• Perform peer reviews for junior proposal members, as needed
• Train and mentor junior members of the team, as needed
• Assist with content library maintenance by submitting material changes and new Q&A pairings

Requirements

• BS/BA in Marketing, Communications, English, Journalism or related discipline
• Minimum five to seven years’ experience developing proposals in retirement plan services or professional services environment
• High level of experience in supporting primarily above average and complex proposal projects
• Understanding of investment and retirement terminology desired
• Thorough understanding of the proposal development process and previous experience coordinating all facets of the proposal process: coordination, interfacing with subject experts and project teams, editing/proofing, production, and quality control
• Excellent verbal and written communication skills, including proficiency in grammar, punctuation, spelling, and formatting
• Excellent interpersonal, project management, and organizational skills
• Strong organization and time management skills demonstrated by the ability to prioritize and multi-task in a fast-paced, deadline-driven environment
• Ability to think critically and draw from several resources to create simple, unified, persuasive output
• Experience mentoring and training others with less tenure or expertise

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.