Wholesale Payments Senior Proposal Writer

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for the strategy and execution of bid solicitations that help Wholesale Payments win new and retain existing business. Strong preference for prior experience with Government bids and/or AI.

The Senior Proposal Writer leads the end-to-end management on highly complex and larger revenue customized, client-centric requests for proposals (RFPs). This includes but is not limited to creating and updating content, developing and managing project plans, developing win themes, writing customized cover letters and executive summaries, collaborating with proposal team and subject matter experts, supporting content management, verifying proposal compliance, adhering to Truist/industry business practices and protocols to meet all deadlines. The incumbent is also responsible for initiating and executing enhancements, leading team projects, training new hires and business partners, supporting leadership, and serving as a proposal subject matter expert (SME). This role requires strong writing and project management skills, the ability to collaborate across departments, and the capacity to tailor messaging that highlights the company’s strengths and value to the client.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

1.    Review and analyze high-profile, complex, high revenue bid solicitation documents to understand requirements, scope, and evaluation criteria.

2.    Identify and escalate potential bid issues, addressing all terms and conditions, mandatory requirements, and exceptions.

3.    Establish project timelines and priorities based on RFP requirements, workload, risk and quality assurance reviews.

4.    Conduct research into clients to understand the opportunity and strategy.

5.    Develop agenda, questions, assignments, and internal timeline in preparation for kickoff call.

6.    Lead call with deal team to define strategy and win themes, assign tasks, and communicate deadlines.

7.    Research, write, and edit tailored proposal content, including cover letters and executive summaries.

8.    Source responses from library and coordinate with SMEs as needed.

9.    Tailor proposal responses and sections with  win themes, value propositions, and differentiators.

10.  Update opportunities in Salesforce and follow up on outcomes.

11.  Provide new or updated content from RFPs for library.

12.  Work collaboratively across the organization, developing strong relationships with sales, product, and other SMEs.

13.  Adhere to all policies and procedures, submitting compliant proposals on time.

14.  Manage multiple complex RFPs simultaneously, keeping deal teams and deliverables on track.

15. Act as a SME within the team to provide guidance, training, and backup support.

16.  Research and initiate fresh ideas that enhance process, content, and proposals based on industry best practices.

17.  Support efforts to train team and lead projects in coordination with management and business objectives.

18. Advanced expertise PowerPoint; able to create high‑impact visual assets and presentation materials with strong design strategy and storytelling.

19. Ability to translate content into impactful visuals for proposals.

Qualifications

Required Qualifications:

Bachelor’s degree in English, journalism, marketing or equivalent education and related work experience.

2. Seven years of recent proposal writing for highly complex, high-dollar revenue deals.

3. Experience working collaboratively within a cross-departmental team and all levels of an organization.

4. Ability to synthesize client needs/pain points with Truist solutions and define strategy.

5. Advanced skills in storytelling and creating strategic narratives with compelling written and visual content.

6. Mastery of the English language, grammar, punctuation.

7. Highly organized with exceptional attention to detail.

8. Excellent written and verbal communication skills, presentation and facilitation skills.

9. Ability to ask relevant questions, understand stakeholder inputs, and develop client-centric win themes.

10. Proficiency with project management methodologies, collaboration tools, and proposal workflows.

11. Deep understanding of complex bids requiring input from legal, compliance, and various internal groups for review and approvals.

12. Ability to craft client-centric responses and narratives to articulate custom solution.

Preferred Qualifications
1. Master’s degree in English, journalism, communication, or related field.

2. APMP foundation-level certification.

3. PMP Certification

4. Experience in treasury solutions, commercial card, merchant services or cash management.

5. Proficiency with AP writing style and ability to write in Truist and Wholesale Payments channel voice.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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