Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

108

Please review the following job description:

Responsible for the strategy and execution of bid solicitations that support the acquisition and retention efforts of Wholesale Payments.
Serving as the lead on assigned Requests for Proposals (RFPs), the incumbent is responsible for end-to-end management and production of customized, client-centric proposals including but not limited to: developing and managing project plans, developing win themes, writing customized cover letters and executive summaries, collaborating with proposal team and subject matter experts to fulfill bid requirements, verifying proposal documentation compliance with bid specifications, business practices and protocols to meet all deadlines.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 

• Review, parse, and analyze bid solicitation documents. 
• Identify, assess, and communicate potential bid issues to appropriate stakeholders, addressing all terms and conditions, mandatory requirements, and exceptions.
• Research prospect/client website and RFP to develop questions in preparation for kickoff call to create client-centric win theme strategy. 
• Establish priorities based on RFP requirements, workload, deal team availability, approvals, and QA review. 
• Develop agenda, assignments, and project plan in preparation for kickoff call. 
• Lead call with deal team to define win themes, assign tasks, and communicate availability/deadlines. 
• Research, write, and edit client-centric cover letter and executive summary. 
• Source approved content for responses to questions and scope of services, and coordinate with SMEs to obtain responses to non-standard questions. 
• Tailor proposal responses, win themes, discriminators, and value propositions. 
• Enter and monitor tracking data in Salesforce, coordinate with contributors, and submit proposals.
• Provide new content from RFPs to content manager for library.
• Work collaboratively in a cross divisional team environment, fostering relationships with subject matter experts and sales.
• Adhere to all applicable policies and procedures. Proactively escalate issues and risks to senior leadership's attention.

Qualifications

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s degree or equivalent education and related training or experience
• Three years of recent proposal writing 
• Experience working collaboratively with a cross-departmental team and all levels of an organization
• Experience creating compelling written and visual content
• Excellent written and verbal communication skills, presentation and facilitation skills
• Ability to ask relevant questions, understand stakeholder inputs, synthesize, and translate to develop an effective strategy and output
• Demonstrated proficiency with project management approaches and tools

Preferred Qualifications:

• Bachelor or master’s degree in English, journalism, or related field
• APMP foundation level certification
• Three years of project management experience
• Experience in treasury solutions, commercial card, merchant services or cash management
• Knowledge of Qvidian or similar content management tool

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

x Sitting (if checked, indicate frequency)

Constantly (more than 50% of time) 

☐ Standing (if checked, indicate frequency)

not applicable

☐ Walking (if checked, indicate frequency)

not applicable
☐ Bending (if checked, indicate frequency)

not applicable
☐ Lifting (if checked, indicate pounds)

not applicable 

x Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

x Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

x Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

x Travel (Must select one)

Minimal and Up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.