Wholesale Payments Senior Proposal Writer

Truist Bank•Charlotte, NC

20h

About The Position

The Wholesale Payments Senior Proposal Writer is responsible for the strategy and execution of bid solicitations to help Wholesale Payments win new business and retain existing clients. The role leads end-to-end management of highly complex, high-revenue, customized, client-centric requests for proposals (RFPs), including content development, project planning, win themes, customized cover letters and executive summaries, collaboration with proposal teams and subject matter experts, content management, compliance verification, and meeting deadlines in accordance with Truist and industry practices. The position also initiates and executes enhancements, leads team projects, trains new hires and business partners, supports leadership, and serves as a proposal subject matter expert. It requires strong writing and project management skills, cross-departmental collaboration, and the ability to tailor messaging that communicates the company’s strengths and value to clients. The role requires advanced PowerPoint expertise to create high-impact visual assets and presentation materials and translate content into effective proposal visuals. Prior experience with government bids and/or AI is strongly preferred.

Requirements

Bachelor’s degree in English, journalism, marketing, or equivalent education and related work experience.
Seven years of recent proposal-writing experience for highly complex, high-dollar revenue deals.
Experience working collaboratively on cross-departmental teams and with all levels of an organization.
Ability to synthesize client needs and pain points with Truist solutions and define strategy.
Advanced storytelling skills and ability to create strategic narratives with compelling written and visual content.
Mastery of English language, grammar, and punctuation.
Strong organization and exceptional attention to detail.
Excellent written and verbal communication, presentation, and facilitation skills.
Ability to ask relevant questions, understand stakeholder input, and develop client-centric win themes.
Proficiency with project management methodologies, collaboration tools, and proposal workflows.
Deep understanding of complex bids requiring input from legal, compliance, and other internal groups for review and approval.
Ability to craft client-centric responses and narratives articulating custom solutions.
Advanced PowerPoint expertise, including creating high-impact visual assets and presentation materials.

Nice To Haves

Prior experience with government bids and/or AI.
Master’s degree in English, journalism, communication, or a related field.
APMP foundation-level certification.
PMP certification.
Experience in treasury solutions, commercial card, merchant services, or cash management.
Proficiency with AP writing style and ability to write in the Truist and Wholesale Payments channel voice.

Responsibilities

Review and analyze high-profile, complex, high-revenue bid solicitation documents to understand requirements, scope, and evaluation criteria.
Identify and escalate potential bid issues, addressing terms and conditions, mandatory requirements, and exceptions.
Establish project timelines and priorities based on RFP requirements, workload, risk, and quality assurance reviews.
Research clients to understand the opportunity and strategy.
Develop agendas, questions, assignments, and internal timelines in preparation for kickoff calls.
Lead deal-team kickoff calls to define strategy and win themes, assign tasks, and communicate deadlines.
Research, write, and edit tailored proposal content, including cover letters and executive summaries.
Source responses from the content library and coordinate with subject matter experts as needed.
Tailor proposal responses with win themes, value propositions, and differentiators.
Update opportunities in Salesforce and follow up on outcomes.
Provide new or updated RFP content for the content library.
Build strong working relationships and collaborate with sales, product, and other subject matter experts across the organization.
Submit compliant proposals on time and adhere to policies and procedures.
Manage multiple complex RFPs simultaneously and keep deal teams and deliverables on track.
Provide subject matter expertise, guidance, training, and backup support within the team.
Research and initiate ideas to enhance processes, content, and proposals based on industry best practices.
Support team training and lead projects in coordination with management and business objectives.
Create high-impact visual assets and presentation materials using advanced PowerPoint skills and strong design strategy and storytelling.
Translate content into impactful visuals for proposals.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.