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Velera · 1 day ago

RFP and Due Diligence Specialist - Remote

United States

Full-time

Remote

Mid, Senior Level

$68K/yr - $86K/yr

5+ years exp

Velera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. The RFP and Due Diligence Specialist will lead efforts related to requests for proposals and due diligence, working collaboratively with internal teams to develop effective sales proposals and fulfill requests from clients.

CreditFinTechManagement Consulting

No H1B

Responsibilities

Develops highly-effective proposals in response to credit union and bank RFPs. Create, format, and produce customized attachments and follow-up information in responses; applies Velera product knowledge to drafting, editing, and refining responses

Leads and coordinates RFP/Proposal process; duties include, but are not limited to, creating initial draft, responding to questions/concerns, modifying document as needed, and delivering final proposal by deadline

Assesses and proactively adjusts the RFP process to ensure proposals adhere to standard methodologies and support all client needs

Coordinates proposals and communications activities with sales and regional relationship teams; leads efforts to storyboard the value Velera brings to the industry and delivers the message across a diversified platform of media

Provides client references as requested, considering multiple factors as necessary, e.g., core provider, similar asset or membership size, prior processor, etc

Gathers feedback on each submitted proposal to assess reactions, strengths, and opportunities for improvement; demonstrates winning proposals to build outstanding control positions

Collaborates with key stakeholders to continually improve the accuracy, impact, and relevance of proposal content

Develops and maintains relationships with external consultants and internal subject matter experts at Velera to best facilitate the RFP process

Understands and incorporates sales strategy, value propositions, and messaging concepts and conveys that information through proposal responses

Collaborates with key stakeholders (Growth Division, Product, and RFP Consultants) to source content and effectively translate information into highly effective proposals

Coordinates RFP database of standard questions and answers used in proposals; partners with line of business leadership to continually refine and improve warehoused responses based on the current suite of products and solutions

Gathers all material from internal business units to provide a full due diligence packet when requested

Delivers all due diligence material to credit unions, banks, and consultants as requested by the desired due date

Perform all other duties as assigned

Qualification

Business-to-business writingRFP proposal experienceFinancial services industryBankcard industry knowledgeProposal developmentNetworking skillsCommunication skillsCollaboration skills

Required

Bachelor's Degree in English, Communication, Journalism, Marketing, or related field, or equivalent combination of education and experience required

Five (5) years of experience within the credit/debit card processing environment or financial services industry required

Three (3) years of direct experience in professional business-to-business writing or RFP proposals required

Preferred

Extensive professional knowledge and experience in the bankcard, banks, and credit union industry (credit card, debit card, merchant activity, electronic banking, etc.) with a network of clients and customer base within the industry preferred