RFP Analyst – National Relationship Management

🕒 April 30

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟢 Junior

🧐 Analyst

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Writing & Communication: Strong capability to draft persuasive, professional content and edit technical information into clear, client/partner focused responses. • Project Management: Proven ability to manage multiple, concurrent projects and coordinate with internal stakeholders to meet strict deadlines. • Technical Proficiency: Google suite, Microsoft excel, Salesforce and various external proposal software. • Collaborate Across Teams: Work closely with cross-functional teams including sales, marketing, product management, and customer support to deliver seamless partner experiences and identify opportunities for business growth. • Analytical Ability: Strong skills in interpreting RFP requirements and evaluating complex data to create tailored responses and overall proposals. • Conflict Resolution: Proactively identify and address any issues or challenges within internal partners or systems, and provide solutions that align with the project objectives.

🎯 Requirements

• Bachelor’s degree in Business, Finance, or a related field. MBA is a plus. • 1-3 years of experience in Due Diligence, Sales support, RFP/proposal writing, Partner management and communication, preferably in the fintech, Insurance, Financial Services or SaaS industries. • Excellent verbal and written communication skills, with the ability to influence, present, and articulate complex concepts to diverse audiences. Accuracy and formatting abilities are critical. • A collaborative mindset with the confidence to proactively engage with internal experts to extract accurate answers for complex questions. Willingness to understand, work autonomously and coordinate timely responses with internal departments and SME’s. • Experience managing multiple projects simultaneously in a fast-paced environment, with the ability to prioritize and meet deadlines. • Knowledge of sales strategies, marketing programs, and business development techniques. • Familiarity with external financial service partners and external proposal products while an understanding of the broader financial services ecosystem is a plus. • Meticulous proofreading skills to ensure accuracy, quality and compliance with RFP requirements.

🏖️ Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.