Wholesale Payments Senior Proposal Writer

Truist Bank

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profile Job Location:

Charlotte, VT - USA

profile Monthly Salary: Not Disclosed
Posted on: 10 hours ago
Vacancies: 1 Vacancy

Job Summary

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.

Need Help

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for the strategy and execution of bid solicitations that support the acquisition and retention efforts of Wholesale Payments.

Serving as the lead on assigned complex and larger revenue Requests for Proposals (RFPs) the incumbent is responsible for end-to-end management and production of customized client-centric proposals including but not limited to: creating and updating content developing and managing project plans developing win themes writing customized cover letters and executive summaries collaborating with proposal team and subject matter experts to fulfill bid requirements managing content database verifying proposal documentation compliance with bid specifications business practices and protocols to meet all deadlines. The incumbent is also responsible for leading team projects training new hires and business partners and serves as SME.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.

1. Review parse and analyze bid solicitation documents.
2. Identify assess and communicate potential bid issues to appropriate stakeholders addressing all terms and conditions mandatory requirements and exceptions.
3. Research prospect/client website and RFP to develop questions in preparation for kickoff call to create client-centric win theme strategy.
4. Establish priorities based on RFP requirements workload deal team availability approvals and QA review.
5. Develop agenda assignments and project plan in preparation for kickoff call.
6. Lead call with deal team to define win themes assign tasks and communicate availability/deadlines.
7. Research write and edit client-centric cover letter and executive summary.
8. Develop update and source approved content for responses to questions and scope of services and coordinate with SMEs to obtain responses to non-standard questions.
9. Tailor proposal responses win themes discriminators and value propositions.
10. Enter and monitor tracking data in Salesforce coordinate with contributors and submit proposals.
11. Provide new content from RFPs to content library.
12. Work collaboratively in a cross divisional team environment fostering relationships with subject matter experts and sales.
13. Adhere to all applicable policies and procedures. Proactively escalate issues and risks to senior leaderships attention.
14. Act as a subject matter expert within the team to provide guidance training and backup support.
15. Research and initiate fresh ideas that enhance process content and proposals based on industry best practices.
16. Support efforts to train team and lead projects in coordination with management and business objectives.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelors degree or equivalent education and related training or experience.
2. Seven years of recent proposal writing for complex high-dollar revenue deals.
3. Experience working collaboratively within a cross-departmental team and all levels of an organization.
4. Experience creating compelling written and visual content.
5. Excellent written and verbal communication skills presentation and facilitation skills
6. Ability to ask relevant questions understand stakeholder inputs synthesize and translate to develop an effective strategy and output.
7. Demonstrated proficiency with project management approaches and tools.

Preferred Qualifications:

1. Masters degree in English journalism or related field.
2. APMP foundation level certification.
3. Five years of project management experience.
4. Experience in treasury solutions commercial card merchant services or cash management environment.
5. Knowledge of Qvidian Loopio or similar content management tool.

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

x Sitting (if checked indicate frequency)

Constantly (more than 50% of time)

Standing (if checked indicate frequency)

not applicable

Walking (if checked indicate frequency)

not applicable
Bending (if checked indicate frequency)

not applicable
Lifting (if checked indicate pounds)

not applicable

x Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

x Manual Dexterity / Keyboarding

Able to work standard office equipment including PC keyboard and mouse copy/fax machines and printers.

x Availability

Able to work all hours scheduled including overtime as directed by manager/supervisor and required by business need.

x Travel (Must select one)

Minimal and Up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work


Required Experience:

Senior IC

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have ...
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Key Skills

  • Content Management Systems
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  • HR Sourcing
  • Information Architecture
  • Technical Writing
  • User Research
  • Adobe Captivate
  • Copywriting
  • Figma
  • Content Strategy
  • Taxonomy
  • Writing Skills

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