Proposal Manager II

Fiserv

Proposal Analyst supporting sales organization by structuring deals for financial institutions. Reviewing pricing proposals and ensuring compliance with pricing policies and revenue recognition guidelines.

Posted 6/26/2026full-timeAlpharetta • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Review sales deals to ensure compliance with pricing policies and provide guidance on deal structure to optimize revenue and minimize risk.
Assist with ensuring the pricing proposal and deal terms are accurate.
Assist in reviewing pricing proposal materials and ensuring that proposals are tailored to meet client’s needs while aligning with the Fiserv solution offerings.
Work closely with sales, finance, legal, and other departments to streamline the deal process and ensure timely response to internal and external clients.
Ensure deals comply with revenue recognition guidelines and legal requirements.
Manage the entire pricing deal process from client request to contract closeout.
Track deal metrics and trends, providing insights to stakeholders on deal performance and potential areas for improvement.

Requirements

What you’ll need

Recent graduate of bachelor's degree program in finance, accounting, and/or equivalent experience.
Proficient experience in utilizing Microsoft Office Suite (Excel, PowerPoint) and Adobe Professional.
Ability to manage and prioritize competing demands during end of month, end of quarter and end of year.
Strong writing experience and excellent verbal and written communication skills.
Able to understand and articulate client’s business requirements and synthesis from multiple sources into a cohesive and persuasive final proposal.
Strong problem-solving skills with focus on attention to detail.
Ability to interact and build relationships with various levels across the organization.
1-2 years of experience with financial institution account processing systems - Deal Desk, Finance Operations, Sales Operations, or Pricing.
1-2 years of experience in financial modeling and analysis, CRM systems (e.g., Salesforce).
Proficiency in sales processes, pricing strategies, and contract terms.

Benefits

Comp & perks

Fuel Your Life program to support physical, financial, social, and emotional well-being
Paid holidays and generous time away policies
No-cost mental health support through Employee Assistance Programs
Living Proof program to recognize your peers’ extra effort with points used for rewards
Eight Employee Resource Groups to foster a collaborative culture
Unparalleled professional growth with training, development, and internal mobility opportunities
Retirement planning and discounted shares with the Employee Stock Purchase Plan
Medical, dental, vision, life, and disability insurance options available day one
Tuition assistance and reimbursement program
Paid parental, caregiver, and military leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingfinancial analysispricing strategiescontract termsdeal metricsdeal structurerevenue recognitionpricing proposalsales processesaccount processing systems

Soft Skills

problem-solvingattention to detailcommunicationrelationship buildingtime managementprioritizationwritingclient requirements understandingsynthesis of informationguidance