Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that aims to simplify retirement savings for small and medium-sized businesses. They offer zero transaction fee plans, financial education, and award-winning customer service to h...

Capital Markets

Financials

251-1K (900)

Founded 2015

$337M raised

40 open positions

Links

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RFP Analyst - National Relationship Management Team

1 month ago

United States

Full-time

Junior

Program Manager

Project and Program Management

Salesforce

Apply Now

Human Interest

Capital Markets

251-1K

Founded 2015

$337M raised

View All Jobs 40

Description

Draft persuasive, professional RFP and proposal responses by turning technical information into clear client- and partner-facing content.
Manage RFP portals and complete due diligence questionnaires for partners, prospects, and go-to-market initiatives.
Coordinate multiple concurrent projects and internal stakeholders to meet strict deadlines.
Collaborate with cross-functional teams including product, engineering, sales, marketing, and customer support.
Interpret RFP requirements and evaluate complex data to create tailored responses and proposals.
Identify process inefficiencies and develop automation to reduce repetitive work and improve team efficiency.
Resolve issues or challenges in internal systems or with internal partners and align solutions to project objectives.
Maintain accurate, formatted, and compliant documentation while supporting sales and partner communication.

Requirements

Bachelor’s degree in Business, Finance, or a related field; MBA is a plus.
1-3 years of experience in due diligence, sales support, RFP/proposal writing, partner management, or related communication work.
Experience in fintech, insurance, financial services, or SaaS is preferred.
Excellent verbal and written communication skills with the ability to influence, present, and explain complex concepts to diverse audiences.
Strong proofreading, accuracy, and formatting skills for RFP responses and documentation.
Experience managing multiple projects simultaneously in a fast-paced environment and meeting deadlines.
Knowledge of sales strategies, marketing programs, and business development techniques.
Familiarity with external financial service partners and proposal products is a plus.
Understanding of the broader financial services ecosystem is a plus.
Proficiency with Google Suite, Microsoft Excel, Salesforce, and external proposal software.

Benefits

Base salary range of $70,000 to $75,000, depending on location, skills, and experience.
Additional compensation may include bonuses, commissions, and equity.
Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees.
Top-of-the-line health plans, plus dental and vision insurance.
Competitive time off and parental leave.
Unlimited access to financial wellness tools through Addition Wealth.
Enhanced mental health support through Lyra for employees and dependents.
Fertility healthcare and family-forming benefits through Carrot.
Student loan planning and repayment support through Candidly.
Monthly work-from-home stipend and quarterly lifestyle stipend.

Interested in this position?

Apply directly on the company website

Apply Now

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