RFP Specialist (Fintech)

Location: Novato, California, United States; on-site presence required

Base compensation: $75,000–$100,000 per year.

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related solutions.

What you will do

• Manage broker RFP and RFI responses from intake through submission, following timelines and review steps.
• Review documents to identify requirements, evaluation criteria, deadlines, and escalation needs.
• Coordinate with Sales, Product Marketing, Legal, and subject matter experts to gather content and keep responses on schedule.
• Draft and edit proposal content using existing messaging and templates, tailoring language to each buyer.
• Check submissions for formatting, content, and delivery compliance before release.
• Maintain the RFP content library and track submission status, outcomes, patterns, and process gaps.

Requirements

• 3–5 years of experience in a proposal, RFP, marketing, or related coordination role.
• Strong writing and editing skills with attention to detail and consistency.
• Ability to manage multiple deadline-driven tasks and coordinate across departments without direct authority over contributors.
• Comfort with SharePoint, Excel, and similar tools.
• Interest in insurance, financial services, or another complex B2B industry.

Nice to have

• Proposal software experience.
• Experience working cross-functionally with Sales or subject matter experts.
• Experience in insurance brokerage or employee benefits consulting.

Culture & Benefits

• On-site collaboration with team leadership and cross-functional partners.
• Medical, dental, vision, life, disability, fertility, and wellness benefits.
• Paid time off, holidays, paid sick time, employee assistance support, and a Calm app subscription.
• 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.
• Benefits may vary by subsidiary and geographic location, and eligibility or waiting periods may apply.

Hiring process

• Final candidates must complete post-offer verification processes related to the role and applicable laws.