RFP Analyst – National Relationship Management

Human Interest

RFP Analyst responsible for handling proposals and documentation to secure sales. Collaborating with cross-functional teams at a fintech company focused on retirement benefits.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $70,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Writing & Communication: Strong capability to draft persuasive, professional content and edit technical information into clear, client/partner focused responses.
Project Management: Proven ability to manage multiple, concurrent projects and coordinate with internal stakeholders to meet strict deadlines.
Technical Proficiency: Google suite, Microsoft excel, Salesforce and various external proposal software.
Collaborate Across Teams: Work closely with cross-functional teams including sales, marketing, product management, and customer support to deliver seamless partner experiences and identify opportunities for business growth.
Analytical Ability: Strong skills in interpreting RFP requirements and evaluating complex data to create tailored responses and overall proposals.
Conflict Resolution: Proactively identify and address any issues or challenges within internal partners or systems, and provide solutions that align with the project objectives.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or a related field. MBA is a plus.
1-3 years of experience in Due Diligence, Sales support, RFP/proposal writing, Partner management and communication, preferably in the fintech, Insurance, Financial Services or SaaS industries.
Excellent verbal and written communication skills, with the ability to influence, present, and articulate complex concepts to diverse audiences. Accuracy and formatting abilities are critical.
A collaborative mindset with the confidence to proactively engage with internal experts to extract accurate answers for complex questions. Willingness to understand, work autonomously and coordinate timely responses with internal departments and SME’s.
Experience managing multiple projects simultaneously in a fast-paced environment, with the ability to prioritize and meet deadlines.
Knowledge of sales strategies, marketing programs, and business development techniques.
Familiarity with external financial service partners and external proposal products while an understanding of the broader financial services ecosystem is a plus.
Meticulous proofreading skills to ensure accuracy, quality and compliance with RFP requirements.

Benefits

Comp & perks

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

RFP writingproposal writingdata analysisproject managementsales supportpartner managementbusiness developmentproofreadingtechnical editingfinancial analysis

Soft Skills

communicationcollaborationconflict resolutionanalytical thinkingtime managementinfluencingpresentation skillsautonomyproblem-solvingattention to detail

Certifications

Bachelor's degreeMBA