Proposal Manager
Posted on 11/30/2023
INACTIVE
Narmi

51-200 employees

Digital banking platform provider
Company Overview
Narmi believes that world-class digital banking experiences should be accessible to everyone. Narmi's mission is to offer financial institutions the best digital banking platform in the industry.
Fintech
B2C

Company Stage

Series B

Total Funding

$55.6M

Founded

2016

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

0%

1 year growth

12%

2 year growth

85%
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Marketing
CategoriesNew
Sales & Account Management
Requirements
  • Minimum 5+ years of proposal experience - SaaS or financial services experience is strongly preferred
  • Strong written and verbal communications and experience working with content in multiple mediums
  • Experience working cross-departmentally to communicate the nuts and bolts of a product
  • Strong experience owning an end-to-end documentation creation process
  • Excellent attention to detail and the ability to prioritize and work on multiple projects in a fast-paced, changing environment
  • A positive attitude, willing to jump in and tackle new challenges
Responsibilities
  • Prepare company proposals and other formal responses to prospect RFP (request for proposal), RFI (request for information) and other questionnaires and documentation requests on behalf of Sales Executives
  • Work efficiently to ensure you meet deadlines
  • Collaborate with sales, marketing, operations, business development, and other departments to review product information and understand prospect opportunities to tailor effective proposals
  • Draft, prepare a presentation, and bring your recommendations to Growth Executives, managing the request for proposal (RFP) from start to finish
  • Maintain the RFP library and other resource materials, check that you are following proper procedures and standards for change management, proactively keep informed on product updates and monthly releases, and leverage internal documentation resources and/or communicate with the operations team and product managers as needed to confirm current content
  • Learn complex concepts, and communicate the information in a way that is engaging and understood by users
  • Gather feedback proactively on documentation to improve usability
  • Act as an editor to ensure consistency in response content and quality
  • Monitor metrics on the usage of RFP tools and proposal output, and align with internal feedback to help identify and prioritize changes to process or investment in additional tools and resources that will help drive efficiency