Full-Time

Marketing Operations Manager

RFP Database Manager

Confirmed live in the last 24 hours

Vestwell

Vestwell

201-500 employees

Digital platform for modern retirement plans

Fintech
Financial Services

Compensation Overview

$90k - $125kAnnually

Mid, Senior

King of Prussia, PA, USA + 3 more

More locations: Austin, TX, USA | New York, NY, USA | Phoenix, AZ, USA

Hybrid office policy; employees are expected to work in-office some days.

Category
Proposal Management
Business & Strategy
Requirements
  • Bachelor's degree in creative writing, communications, journalism, English, finance, business, or a related field. MBA or advanced degree preferred.
  • 5-7 years of proven experience in database management and/or RFP writing, with at least 2 years of database management in an RFP role required.
  • Familiarity with RFP database tools and software, specifically Responsive, Qvidian, and other similar tools is required.
  • Strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.
  • Excellent written and verbal communication skills.
  • Ability to work effectively with cross-functional teams, including sales, marketing, and product development.
  • Strong project management skills and the ability to prioritize tasks effectively.
  • Experience in technical writing, editing, and content development required.
Responsibilities
  • Manage and Maintain RFP Database: Oversee the organization and updating of the RFP response library, ensuring all content is current and relevant. Create a content management calendar, to ensure content is always accurate and up to date.
  • Content Development: Collaborate with subject matter experts to develop and refine responses to RFPs, RFIs, and DDQs.
  • Quality Assurance: Ensure all responses are accurate, consistent, and align with the company's messaging and branding. Continuously source new responses from RFPs and ensure that any new content provided by SMEs is in the database. As needed, complete peer reviews on in-progress RFPs.
  • Database Optimization: Implement best practices for database management to improve efficiency and accessibility of information. Partner with the database vendor to ensure effective use of the tool. Implement new functionality, as needed.
  • Training and Support: Provide training and support to team members on how to effectively use the RFP database tool. Mentor team members on content sourcing and overall response knowledge.
  • Reporting: Generate reports on database usage and effectiveness, identifying areas for improvement, including expired, stale, or unused content. Archive content as needed.
  • Project Work: Assist with database upgrades, new features, and beta testing, as needed. Assist with and lead additional projects, including responding to RFPs, as needed or assigned. This role may evolve over time to include other responsibilities including peer reviews, team quality reviews, and other related activities.

Vestwell modernizes retirement plans for businesses and their employees through a digital platform that simplifies plan management. Employers benefit from fast onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans using a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.

Company Stage

Series D

Total Funding

$231M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

8%

1 year growth

40%

2 year growth

64%
Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with TIAA introduces lifetime income solutions by 2025.
  • Raised $125 million in Series D funding to expand product offerings.
  • Increased demand for digital retirement solutions among small to mid-sized businesses.

What critics are saying

  • Competition from Ascensus in the state auto-IRA market.
  • Potential conflicts with Netchex 401k integration with other HR functions.
  • Growing trend of state-mandated auto-IRA programs reducing demand for private solutions.

What makes Vestwell unique

  • Vestwell offers a comprehensive digital platform for retirement plan management.
  • The company provides customizable investment options tailored to individual employee needs.
  • Vestwell integrates fiduciary investment management to limit employer liability.

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