Job DescriptionThis senior leader will lead the centralized Proposal Management function across Corporate, Commercial, Institutional, and Payments businesses-driving a consistent, scalable approach to winning complex, high-value client opportunities. The role is accountable for delivering high-quality, compliant, and compelling RFPs and proactive proposals that differentiate the firm in competitive pursuits.
In a highly matrixed environment, this leader partners across Sales, Product, Marketing, and Risk to drive multi-LOB RFPs, deal strategy, unify messaging, and elevate the client narrative-ensuring every proposal reflects the firm's full capabilities and meets the highest standards of quality and regulatory rigor.
Key Responsibilities- Lead End-to-End Proposal Delivery: Own the full lifecycle of RFPs and proposals-from intake through submission-ensuring high-quality, timely, and compliant responses. Oversee pricing proposals, standard program proposals, and ad-hoc documents in response to Requests for Proposal (RFP's).
- Drive Deal Strategy Alignment: Partner with Marketing, Sales and Product to shape proposal positioning, aligning solutions to client needs, competitive differentiation, and deal strategy.
- Orchestrate Cross-Functional Teams: Coordinate across Sales, Product, Marketing, and Risk to deliver unified, client-centric proposals across multiple lines of business.
- Establish Proposal Governance & Best Practices: Define and enforce standardized workflows, quality standards, and RFP best practices to improve consistency and scalability. Establish best practices, governance, and workflows for RFP responses, ensuring compliance, clarity, and persuasive positioning.
- Manage Content Strategy & Tools: Develop and maintain centralized proposal content libraries and drive adoption of tools that improve efficiency and content reuse.
- Enable Sales & Accelerate Pipeline: Provide templates, guidance, and proactive support to reduce cycle times and improve win rates.
- Deliver Insights & Performance Tracking: Monitor proposal effectiveness, win rates, and response timelines to continuously improve outcomes and inform go-to-market strategy.
- Build & Lead Team: Lead and develop a team of proposal managers, writers and content specialists, establishing capabilities, training, and performance standards aligned to enterprise goals.
- Stakeholder Engagement: Partner with senior leaders in Marketing, Sales, and Product to ensure proposals reflect brand and strategic priorities. Serve as the primary liaison for executive review of high-value proposals.
Qualifications- Bachelor's degree in Business, Marketing, Finance, or related field (MBA preferred)
- 7+ years of experience in proposal management, sales enablement, go-to-market strategy, or related roles
- Experience managing complex, multi-product proposals or RFPs within a large, matrixed organization
- Strong understanding of B2B sales processes, deal lifecycle, and enterprise client engagement
- Demonstrated ability to influence and align senior stakeholders across Sales, Product, Marketing, and Risk
- Experience working in financial services, payments, treasury, or a regulated industry preferred
Skills & Competencies- Strategic Thinking: Ability to translate business priorities into compelling client narratives and winning proposal strategies
- Executive Communication: Exceptional writing, editing, and storytelling skills with an ability to simplify complex solutions
- Project & Program Management: Strong ability to manage multiple deadlines, stakeholders, and priorities simultaneously
- Cross-Functional Leadership: Proven ability to lead through influence in a highly matrixed environment
- Commercial Acumen: Understanding of pricing, value positioning, and competitive differentiation
- Process & Operational Excellence: Ability to design scalable workflows, governance, and performance tracking
- Analytical Mindset: Ability to leverage metrics and insights to improve win rates, cycle times, and overall effectiveness
- Tools & Technology: Experience with proposal platforms, content management systems, and sales enablement tools
Benefits:Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
Posting may be closed earlier due to high volume of applicants. 
