Sales Advancement (RFP) Specialist

Q2 Software • Austin, TX

3d • Hybrid

About The Position

Q2 is seeking an Sales Advancement (RFP) Specialist to join our team. This individual is responsible for the ownership and completion of Request for Proposal/Request for Information (RFP/RFI) responses, Due Diligence Questionnaires (DDQ), and other sales cycle deliverables. These functions are mission-critical to the company’s overall sales goals. The dedicated focus of the RFP team in these areas increases Q2’s ability to compete and win in the market. We are seeking a qualified individual who thrives in a dynamic and demanding environment, is exceptionally detail-oriented, and understands the key stages and deliverables within sales cycles.

Requirements

• 2+ years of relevant industry experience in banking, lending, fintech, financial services, software sales, or RFP management, with a bachelors degree
• Experience supporting sales
• Demonstrated ability to manage multiple concurrent writing projects across project lifecycle phases with knowledge of project management
• Demonstrated ability to work independently and collaboratively with a team of writers, subject matter experts, and sales team members to complete technical writing projects
• Demonstrated ability to build relationships and work cross-functionally with multiple stakeholder groups across a SaaS enterprise organization
• Advanced skills in Microsoft Office mandatory (Word, Excel, PowerPoint, OneDrive, SharePoint)
• This position requires fluent written and oral communication in English.
• Applicants must be authorized to work for any employer in the U.S.
• We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

• Knowledge of Q2 company, solutions and services highly valued
• Experience working with or for banks, credit unions, lending, leasing, financial technology or financial services companies highly valued
• Proficiency with technical content writing, researching, editing, proofreading, tone and presentation
• Preferred experience with RFP database systems (RocketDocs PMAPS, Loopio or equivalent), knowledge base systems (Confluence, Seismic or equivalent) and Salesforce
• Travel may be required

Responsibilities

• Author and collaborate on RFP, RFI, and DDQ response documents
• Responsible for new content creation, content updates, proposal editing, formatting, proofreading, peer review, and process management
• Maintain and contribute content to the RFP database and knowledge management systems
• Manage multiple concurrent projects in various phases to deadlines
• Manage the overall production process and delivery to the Sales and Relationship Management teams throughout the cycles of net new sales, renewals, and cross-sales
• Work collaboratively within the RFP team and with the external and internal Sales teams
• Perform independent research and collaborate with subject matter experts to enhance proposal responses and RFP database content
• Produce high quality on-time deliverables that conform to Q2 documentation standards
• Ensure adherence to security, confidentiality, and privacy policies

Benefits

• Health & Wellness
• Hybrid Work Opportunities
• Flexible Time Off
• Career Development & Mentoring Programs
• Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
• Community Volunteering & Company Philanthropy Programs
• Employee Peer Recognition Programs – “You Earned it”

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees