Wholesale Payments Senior Proposal Writer

Truist Bank • Charlotte, NC

4d

About The Position

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.

Requirements

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

Nice To Haves

• Master’s degree in English, journalism, or related field.
• APMP foundation level certification.
• Five years of project management experience.
• Experience in treasury solutions, commercial card, merchant services or cash management environment.
• Knowledge of Qvidian, Loopio or similar content management tool.

Responsibilities

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

Benefits

• 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 position.
• Truist 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 Truist’s generous benefit plans, please visit our Benefits site .
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

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