Wholesale Payments Senior Proposal Writer

Truist Bank•Charlotte, NC

20h•Onsite

About The Position

Responsible for the strategy and execution of bid solicitations that help Wholesale Payments win new and retain existing business. The Senior Proposal Writer leads the end-to-end management on highly complex and larger revenue customized, client-centric requests for proposals (RFPs). This includes but is 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, supporting content management, verifying proposal compliance, adhering to Truist/industry business practices and protocols to meet all deadlines. The incumbent is also responsible for initiating and executing enhancements, leading team projects, training new hires and business partners, supporting leadership, and serving as a proposal subject matter expert (SME). This role requires strong writing and project management skills, the ability to collaborate across departments, and the capacity to tailor messaging that highlights the company’s strengths and value to the client.

Requirements

Bachelor’s degree in English, journalism, marketing or equivalent education and related work experience.
Seven years of recent proposal writing for highly complex, high-dollar revenue deals.
Experience working collaboratively within a cross-departmental team and all levels of an organization.
Ability to synthesize client needs/pain points with Truist solutions and define strategy.
Advanced skills in storytelling and creating strategic narratives with compelling written and visual content.
Mastery of the English language, grammar, punctuation.
Highly organized with exceptional attention to detail.
Excellent written and verbal communication skills, presentation and facilitation skills.
Ability to ask relevant questions, understand stakeholder inputs, 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 various internal groups for review and approvals.
Ability to craft client-centric responses and narratives to articulate custom solution.

Nice To Haves

Master’s degree in English, journalism, communication, or 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 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 all terms and conditions, mandatory requirements, and exceptions.
Establish project timelines and priorities based on RFP requirements, workload, risk and quality assurance reviews.
Conduct research into clients to understand the opportunity and strategy.
Develop agenda, questions, assignments, and internal timeline in preparation for kickoff call.
Lead call with deal team 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 library and coordinate with SMEs as needed.
Tailor proposal responses and sections with win themes, value propositions, and differentiators.
Update opportunities in Salesforce and follow up on outcomes.
Provide new or updated content from RFPs for library.
Work collaboratively across the organization, developing strong relationships with sales, product, and other SMEs.
Adhere to all policies and procedures, submitting compliant proposals on time.
Manage multiple complex RFPs simultaneously, keeping deal teams and deliverables on track.
Act as a SME 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.
Advanced expertise PowerPoint; able to create high‑impact visual assets and presentation materials with strong design strategy and storytelling.
Ability to translate content into impactful visuals for proposals.