Payment Strategy Consultant (RFP expertise)

OpTech; Dallas (TX); Hybrid; Full time

Job summary

A leading company is seeking a Payment Strategy Consultant with RFP expertise to lead the development and implementation of a centralized RFP process. The role involves designing workflows, managing responses, and collaborating with teams in the payments organization. Candidates should have extensive experience in RFP management, preferably in the financial industry, and possess strong skills in stakeholder collaboration and process improvement. This position offers flexible/remote work options and competitive pay.

Benefits

Health and Dental Benefits

Training Opportunities

Flexible Work Options

Growth Opportunities

401K

Qualifications

• 5-7 years of experience managing RFP processes.
• Strongly prefer financial industry experience.
• At least 5 years in U.S. Payments business experience.

Responsibilities

• Design and implement a centralized RFP process.
• Manage multiple RFP requests simultaneously.
• Create and maintain RFP reporting metrics.

Skills

RFP Management

Stakeholder Collaboration

Process Development

Continuous Improvement

Education

Bachelor's Degree

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Payment Strategy Consultant (RFP expertise)

Payment Strategy Consultant (RFP expertise)

1 week ago Be among the first 25 applicants

This range is provided by OpTech. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60.00/hr - $75.00/hr

Direct message the job poster from OpTech

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply today!

Location: Dallas Texas, Farmington Hills Michigan or San Francisco California

Onsite Requirement: 2 days a week at any of the above-preferred locations (must be local to the area)

Contract with options to Extend

Our client is seeking an experience professional to lead the development and implementation of a centralized RFP process. This role includes designing workflows, managing end-to-end responses, and collaborating with team across the Payments organization to ensure timeliness and accurate responses.

Key Responsibilities:

• Process Development: design and implement a centralized RFP process, including standardized templates, workflows, and best practices to streamline RFP responses.
• RFP Coordination: manage multiple RFP requests simultaneously while meeting strict deadlines.
• Stakeholder Collaboration: serve as the point of contact for the Sales team and partner with subject matter experts to gather information for the final deliverable.
• Content Management: build a repository of approved RFP responses and establish a review schedule to ensure all documented RFP responses remain accurate.
• Reporting: create, present, and maintain RFP reporting metrics such as win rate, turnaround time, etc.
• Continuous Improvement: evaluate and enhance the RFP process through incorporating. feedback, leveraging automation tools, etc. to improve metrics and quality

Qualifications:

• 5-7 years of experience managing RFP processes.
• RFP (Request for Payment) experience a must.
• Industry experience: Strongly prefer financial industry experience. This is in the payment Platform space for our financial services client.
• Bachelor's Degree from an accredited university or 7 years of relevant experience
• At least 5 years of experience in Product Management, Project Management, or Payment Operations experience.
• At least 5 years of experience in Strategic Planning experience.
• At least 5 years of experience in U.S. Payments (ACH, Card, Wire, Check, and Real-Time Payments) business experience
• At least 5 years of experience in Managing or working with Matrix teams
• At least 3 years of experience using Microsoft PowerPoint and Microsoft Excel

Preferred Qualifications:

• Payments/Treasury Management experience
• Familiarity with regulatory requirements and compliance procedures related to RFPs

OpTech is an Equal Opportunity Employer (EOE), all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Management

• Industries

  Banking

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