Proposal Development & Marketing Lead
Credit Systems International, Inc. (CSII) - Fort Worth, TX (Onsite)
Position Summary
CSII is seeking a driven and detail-oriented Proposal Development & Marketing Lead to own the development of RFP responses and support marketing initiatives that drive business growth.
This high-impact individual contributor role serves as the primary owner of the proposal lifecycle while leading marketing content development, client engagement initiatives, and trade show execution. The ideal candidate is a strong writer, highly organized, and thrives in a deadline-driven environment while collaborating across departments to deliver high-quality, compliant submissions and impactful marketing efforts.
Key Responsibilities & Success Outcomes
RFP & Proposal Management (Primary Focus)
- Own the end-to-end proposal development process, ensuring on-time, accurate, compelling, and compliant submissions
- Write, edit, and assemble proposals by section, including final formatting (tabs, printed copies, and PDF submissions)
- Review RFP specifications to determine CSII's bid/no-bid intent and outline exceptions for executive review
- Coordinate and obtain required documentation (e.g., insurance, financials, compliance materials) from internal stakeholders including CFO, legal, IT, operations, and leadership
- Drive proposal schedules, timelines, and cross-functional collaboration to ensure timely completion of deliverables
- Track and manage the RFP pipeline, documentation, and submission outcomes
- Monitor industry RFP opportunities and pull relevant RFP documents for evaluation
- Conduct competitive research, including requesting non-awarded proposals (e.g., Texas Open Records Act)
- Build, maintain, and continuously improve a centralized proposal library, templates, response repository, and style guidelines
- Identify opportunities to enhance proposal quality, efficiency, and consistency through process improvements and best practices
Marketing & Client Engagement
- Develop and maintain marketing materials for proposals, prospects, and client presentations
- Coordinate client communications, including newsletters and outreach initiatives
- Manage client engagement efforts such as birthday cards, gifting, and promotional giveaways
- Support annual client initiatives, including holiday (Christmas/Thanksgiving) and relationship-building projects
- Maintain and update website content (front-end) and ensure consistent branding across all materials
- Create and refine marketing content that supports business development objectives and strengthens client relationships
Events & Trade Shows
- Lead planning and execution of CSII's annual trade show strategy and schedule
- Manage all logistics, including booth selection, registration, travel, and accommodations
- Oversee ordering and preparation of branding materials, banners, and promotional items
- Drive client engagement efforts by coordinating meetings, identifying attendees, and managing tracking tools (e.g., boards/sheets)
- Manage pre-event and post-event communications, including outreach and follow-up emails
- Coordinate client gifts, giveaways, and trade show prizes
- Ensure all trade show materials and displays are updated, accurate, and event-ready
- Support post-event review and follow-up to maximize engagement and ROI
Administrative & Operational Support
- Manage administrative items including contracts, BAAs, and subcontractor-related documentation
- Maintain and utilize systems such as MyGovWatch for tracking opportunities and updates
- Organize proposal-related materials, files, and supporting documentation
- Support internal workflows and process improvements across proposal and marketing functions
- Contribute to special projects and company initiatives as needed
Required Qualifications
- Bachelor's degree in marketing, Business, Communications, or related field (or equivalent experience)
- 3-6+ years of experience in proposal development, marketing, communications, business development, or related functions
- Strong writing, editing, and communication skills
- Highly organized with strong attention to detail
- Ability to manage multiple deadlines in a fast-paced environment
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Preferred Qualifications
- Experience owning or leading proposal and RFP development processes
- Experience with CRM systems, marketing platforms, or proposal tools
- Experience using AI-powered tools to support proposal development, content creation, research, or workflow efficiency
- Experience in collections, healthcare, financial services, government contracting, or other regulated industries
Additional Professional Skills
- Strong project coordination and time management skills
- Ability to collaborate across departments and communicate with various stakeholders
- Problem-solving mindset with the ability to adapt and learn quickly
- Ability to translate detailed or technical information into clear, professional content
- Ability to manage competing priorities while maintaining quality and compliance standards
Additional Requirements
- Regular and reliable attendance is required
- Occasional travel may be required for presentations or conferences; travel is infrequent and not a regular part of the role
Key Skills
- Proposal development, writing, and editing
- Project leadership and time management
- Attention to detail and compliance accuracy
- Cross-functional collaboration
- Marketing communications and content development
- Process improvement and organization
What Success Looks Like
- Consistently delivers on-time, high-quality, compliant RFP submissions
- Drives proposal process efficiency through strong organization, documentation, and continuous improvement
- Contributes to proposal win rates and new business growth
- Maintains a scalable proposal library and response repository that improves speed and consistency
- Produces polished, client-ready materials with minimal revisions
- Executes successful trade shows and client engagement initiatives that support business development objectives
- Builds strong partnerships across operations, compliance, IT, finance, and executive leadership
- Serves as a trusted resource and subject matter expert for proposal development and marketing initiatives
