Proposal Management II

Fiserv • Alpharetta, GA

7d • Onsite

About The Position

At Fiserv, a successful Proposal Analyst plays a key role in supporting the sales organization by analyzing and structuring complex deals for financial institutions, ensuring the inclusion of correct solutions, contractual terms, and pricing elements. By bridging the gap between sales, finance, legal, and other departments, the proposal analyst streamlines the sales process and optimizes deal profitability.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees