RFP Analyst (Fintech)

TL;DR

RFP Analyst (Fintech): Managing technical documentation, due diligence questionnaires, and proposal responses to support sales and partnership growth with an accent on cross-functional collaboration and process automation. Focus on streamlining proposal workflows, ensuring high-quality content delivery, and maintaining accuracy across complex financial service requirements.

Location: Must be based in the U.S.

Salary: $70,000–$75,000

Company

A high-growth fintech company dedicated to making retirement savings accessible and affordable for small and medium-sized businesses.

What you will do

• Handle technical documentation, inquiries, and proposals to secure new sales and maintain existing partnerships.
• Proactively update RFP portals and complete Due Diligence Questionnaires for various stakeholders.
• Develop and implement automation to reduce repetitive tasks and enhance team efficiency.
• Collaborate with product, engineering, sales, and marketing teams to deliver best-in-class solutions.
• Interpret complex RFP requirements to create tailored, high-quality responses.
• Identify and address internal system challenges to ensure project objectives are met.

Requirements

• Must be based in the U.S.
• Bachelor’s degree in Business, Finance, or a related field.
• 1-3 years of experience in Due Diligence, Sales support, or RFP/proposal writing.
• Strong proficiency in Google Suite, Microsoft Excel, Salesforce, and proposal software.
• Excellent verbal and written communication skills with the ability to articulate complex concepts.
• Proven ability to manage multiple concurrent projects and meet strict deadlines.

Nice to have

• MBA degree.
• Experience in fintech, insurance, or SaaS industries.
• Understanding of the broader financial services ecosystem.
• Experience working with broker-dealers or financial advisors.

Culture & Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% and $0 plan fees.
• Comprehensive health, dental, and vision insurance.
• Unlimited access to financial professionals and equity support tools.
• Enhanced mental health support via Lyra and fertility/family-forming benefits via Carrot.
• Monthly work-from-home stipend and quarterly lifestyle stipend.
• Competitive time off and parental leave policies.