RFP Analyst - National Relationship Management Team
WFA Digital Insight
As the demand for retirement savings solutions grows, companies like Human Interest are leading the charge. With over half of American workers not saving enough for retirement, the need for innovative fintech solutions has never been more pressing. In this context, skilled RFP Analysts are in high demand, with expertise in Salesforce and Excel being highly valued. Human Interest stands out for its commitment to making retirement benefits accessible to all, and its dynamic team is looking for a talented professional to join their ranks. Before applying, candidates should be aware of the fast-paced environment and the need for strong project management skills.
Job Description
About the Role
The RFP Analyst position at Human Interest is a critical component of the National Relationship Management Team. As an RFP Analyst, you will be responsible for handling technical documentation, inquiries, and proposals to secure new sales and maintain existing partnerships. Your expertise in Salesforce and Excel will be essential in managing multiple projects simultaneously and coordinating with internal stakeholders to meet strict deadlines.The role requires a highly motivated individual with excellent verbal and written communication skills, who can articulate complex concepts to diverse audiences. You will work closely with cross-functional teams, including product, engineering, sales, and marketing, to deliver best-in-class solutions to partners and clients. Your goal will be to ensure mutual success and exceed expectations.
The National Relationship Management Team is a dynamic and growing team that values collaboration, innovation, and results-driven mindset. As an RFP Analyst, you will be an integral part of this team, contributing to the development of automation to reduce repetitive tasks and enhance efficiency.
What You Will Do
- Develop and implement automation to reduce repetitive tasks and enhance efficiency
- Proactively update RFP portals and complete Due Diligence Questionnaires for various partners and prospective customers
- Draft persuasive, professional content and edit technical information into clear, client-focused responses
- Manage multiple projects simultaneously, prioritizing tasks and meeting deadlines
- Collaborate with cross-functional teams to deliver seamless partner experiences and identify opportunities for business growth
- Analyze RFP requirements and evaluate complex data to create tailored responses and proposals
- Identify and address issues or challenges within internal partners or systems, providing solutions that align with project objectives
- Coordinate with internal stakeholders, including sales, marketing, product management, and customer support
- Stay up-to-date with industry trends and best practices in RFP management and sales support
What We Are Looking For
- Bachelor's degree in Business, Finance, or a related field
- 1-3 years of experience in Due Diligence, Sales support, RFP/proposal writing, Partner management, and communication
- Excellent verbal and written communication skills, with the ability to influence and articulate complex concepts
- Strong analytical and problem-solving skills, with experience in interpreting RFP requirements and evaluating complex data
- Proficiency in Salesforce, Excel, and Google Suite
- Experience managing multiple projects simultaneously in a fast-paced environment
- Knowledge of sales strategies, marketing programs, and business development techniques
- Familiarity with external financial service partners and external proposal products
Nice to Have
- MBA or advanced degree in a related field
- Experience in the fintech, insurance, financial services, or SaaS industries
- Familiarity with external proposal software and tools
- Certification in RFP management or a related field
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a dynamic and growing company
- Collaborative and results-driven work environment
- Professional development and growth opportunities
- Flexible working hours and remote work options
- Access to cutting-edge technology and tools
- Recognition and reward for outstanding performance
How to Stand Out
- Develop a strong understanding of Salesforce and Excel, as these tools are essential for the role
- Showcase your ability to manage multiple projects simultaneously and prioritize tasks effectively
- Prepare examples of your experience in RFP management and sales support
- Demonstrate your analytical and problem-solving skills through specific examples
- Highlight your ability to communicate complex concepts to diverse audiences
- Be prepared to discuss your experience in managing repetitive tasks and implementing automation
- Research the company culture and values to understand the team's dynamics and expectations
This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.