Proposal Analyst - Enterprise Payments

Description

The Proposal Analyst works closely with development stakeholders to analyze and respond to functional requirements and functionality questions for Enterprise Payments RFPs. The position writes accurate, complete, compliant, and persuasive responses that reflect the capabilities of the proposed Enterprise Payments solution and address each customer's specific requirements.

Responsibilities

• Provides concise, structured initial analysis of the RFx to contribute to bid/no bid conversations.
• Owns the analysis and completion of assigned technical and functional questions for active Enterprise Payments RFPs, RFIs, security questionnaires, and related sales documents.
• Interprets complex, incomplete, or ambiguous customer requirements to determine the underlying need, required level of detail, potential compliance considerations, and appropriate response strategy.
• Develops accurate, thorough, persuasive, and opportunity-specific responses addressing product functionality, integrations, security, compliance, reporting, service delivery, support, and other technical or operational requirements.
• Validates proposed responses against current product documentation, demonstrations, release information, approved positioning, and guidance from designated subject matter experts.
• Collaborates with proposal managers, specialists, and writers to ensure technical responses align with the overall proposal strategy, customer priorities, win themes, and response requirements.
• Coordinates with product management, information security, compliance, product development, sales, and other subject matter experts to research questions and obtain timely, documented answers and approvals.
• Identifies requirements that may involve product gaps, configuration dependencies, third-party components, roadmap items, exceptions, or potential contractual commitments and escalates them to the appropriate stakeholders. Maintains summary reports and elevates product development on a regular cadence.
• Reviews and edits technical proposal content for accuracy, completeness, clarity, consistency, grammar, tone, compliance, and alignment with proposal style standards.
• Manages multiple active proposal assignments and competing deadlines while maintaining response quality, accuracy, and timely delivery.
• Participates in proposal planning, kickoff, review, and solutioning meetings to understand the proposed solution, customer environment, response assignments, risks, and deadlines.
• Maintains current Enterprise Payments product knowledge by attending demonstrations, release briefings, internal training, and cross-functional meetings.
• Advises proposal team members on the applicability of existing technical content and determines when responses require opportunity-specific tailoring or new subject matter expert validation.
• Captures newly developed and approved responses from active proposals for future reuse in the Enterprise Payments question-and-answer content library.
• Develops and maintains reusable library responses for recurring technical, functional, security, integration, reporting, and service questions.
• Organizes library content using consistent titles, folders, metadata, keywords, product attributes, and search terms to improve findability and reuse.
• Reviews library content to identify and resolve outdated, duplicative, incomplete, inconsistent, unowned, or underused responses.
• Tracks recurring customer requirements, response gaps, content reuse, content freshness, and other measures to prioritize content development and process improvement.
• Contributes to the evolution of technical response processes, proposal writing standards, content-management practices, tools, templates, and team training.
• When capacity demands, assists the proposal specialist with proposal project management responsibilities in whole or in part depending on team needs. May also be asked to assist with functional checklist for other products as team capacity shifts.

Qualifications

• Bachelor's degree in finance, marketing, business, or a related field, or comparable professional experience.
• Experience supporting payments, financial technology, enterprise software, public-sector software, or other complex technology solutions preferred.
• Demonstrated experience analyzing and responding to technical, functional, security, or integration requirements in RFPs, RFIs, questionnaires, or similar customer documents. Experience responding to public-sector RFPs, functional requirements, technical questionnaires, or security assessments preferred.
• Demonstrated success writing and editing clear, persuasive, accurate, and client-focused proposal content.
• Ability to understand software, technical concepts, integrations, and business processes and translate them into accurate, accessible customer-facing language.
• Strong analytical and research skills, including the ability to identify underlying requirements, validate sources, recognize gaps or conflicts, and determine appropriate escalation paths.
• Exceptional attention to detail, follow-through, and quality-control standards.
• Excellent organizational and project-management skills, with the ability to manage multiple active proposal assignments, complex priorities, and stringent deadlines.
• Strong professional written and verbal communication skills and the ability to collaborate with and influence cross-functional stakeholders.
• Ability to work effectively both independently and as part of a team in a fast-paced, deadline-driven environment.
• Advanced proficiency with Microsoft Word and working proficiency with Microsoft Excel, PowerPoint, and Adobe tools.
• Knowledge of payment processing concepts, including payment channels, integrations, settlement, reconciliation, security, compliance, and support, preferred.
• Familiarity with responsible use of generative AI in proposal workflows, including human validation, source verification, confidentiality, and approval controls, preferred.