Key skills
SaaSSalesforceConfluenceProject ManagementMentoringCommunicationSales
About this role
Role Overview
- Author and collaborate on RFP, RFI, and DDQ response documents
- Responsible for new content creation, content updates, proposal editing, formatting, proofreading, peer review, and process management
- Maintain and contribute content to the RFP database and knowledge management systems
- Manage multiple concurrent projects in various phases to deadlines
- Manage the overall production process and delivery to the Sales and Relationship Management teams throughout the cycles of net new sales, renewals, and cross-sales
- Work collaboratively within the RFP team and with the external and internal Sales teams
- Perform independent research and collaborate with subject matter experts to enhance proposal responses and RFP database content
- Produce high quality on-time deliverables that conform to Q2 documentation standards
- Ensure adherence to security, confidentiality, and privacy policies
Requirements
- 2+ years of relevant industry experience in banking, lending, fintech, financial services, software sales, or RFP management, with a bachelors degree
- Knowledge of Q2 company, solutions and services highly valued
- Experience working with or for banks, credit unions, lending, leasing, financial technology or financial services companies highly valued
- Proficiency with technical content writing, researching, editing, proofreading, tone and presentation
- Experience supporting sales
- Demonstrated ability to manage multiple concurrent writing projects across project lifecycle phases with knowledge of project management
- Demonstrated ability to work independently and collaboratively with a team of writers, subject matter experts, and sales team members to complete technical writing projects
- Demonstrated ability to build relationships and work cross-functionally with multiple stakeholder groups across a SaaS enterprise organization
- Advanced skills in Microsoft Office mandatory (Word, Excel, PowerPoint, OneDrive, SharePoint)
- Preferred experience with RFP database systems (RocketDocs PMAPS, Loopio or equivalent), knowledge base systems (Confluence, Seismic or equivalent) and Salesforce
- This position requires fluent written and oral communication in English.
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Benefits
- Health & Wellness
- Hybrid Work Opportunities
- Flexible Time Off
- Career Development & Mentoring Programs
- Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
- Community Volunteering & Company Philanthropy Programs
- Employee Peer Recognition Programs – “You Earned it”