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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in overseeing the RFP process, including proposal development, coordination with cross-functional teams, and mentoring junior members. Proficient in managing complex projects while ensuring high-quality, timely responses aligned with strategic objectives.
Highest-signal resume keywords
Proposal DevelopmentProject ManagementMentoring and TrainingMS Office ProficiencyAdobe Creative Suite Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposal Development ProcessInvestment and Retirement TerminologyEditing and ProofingQuality ControlResearch and Analysis
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationInterpersonal SkillsOrganizational SkillsTime Management
Tools & Technologies
MS Office ApplicationsAdobe Creative SuiteUpland QvidianContent Management Software
Certifications & Qualifications
APMP Foundation Certification
Industry Keywords
Retirement Plan ServicesProfessional ServicesRFP ProcessProposal CoordinationCross-Functional Collaboration
About the role
Key responsibilities & impact- Oversee the entire RFP process from RFP receipt to submission by established timelines
- Compose and edit professional, credible proposal documents while ensuring timely, high-quality responses
- Coordinate with sales team members and cross-functional teams to develop custom responses aligned with strategic proposal objectives
- Work closely with subject matter experts
- Research client needs, industry trends, and competitor offerings
- Lead and contribute to cross-functional projects, process enhancements, and special projects
- Support projects of varying complexity, primarily above average and complex projects
- Perform peer reviews for junior proposal members as needed
- Train and mentor junior team members as needed
- Assist with content library maintenance by submitting material changes and new Q&A pairings
- Update internal tracking systems for real-time reporting
- Perform other duties as assigned
Requirements
What you’ll need- 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 supporting primarily above average and complex proposal projects
- Understanding of investment and retirement terminology desired
- Thorough understanding of the proposal development process
- 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; 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
- Proficiency with MS Office applications (Word, Excel, PowerPoint, SharePoint)
- Experience working with Adobe Creative Suite
- Experience with Upland Qvidian or other content management software
- APMP Foundation certification preferred
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable
- Reliable high-speed internet with a wired connection and a suitable home workspace for remote work
Benefits
Comp & perks- 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) open to all
- Bonus program opportunity for non-sales positions
- Other necessary computer equipment will be provided
- Flexible work environment
- Reliable high-speed internet and a suitable home workspace required for remote work
