Payments RFP Strategy Consultant

Softworld, a Kelly Company; Dallas (TX); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading company in financial services is seeking a Payments RFP Strategy Consultant to enhance their RFP processes. This role involves designing workflows, managing RFP responses, and collaborating across teams to deliver high-quality proposals. The ideal candidate will have extensive experience in the payments industry and strong project management skills.

Qualifications

• 5–7 years of experience managing RFP processes in financial services.
• Proven background in product management or project management.

Responsibilities

• Design and implement a standardized RFP framework.
• Manage multiple concurrent RFP projects ensuring quality and timeliness.

Skills

Communication

Organization

Stakeholder Engagement

Education

Bachelor’s degree

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

5 days ago Be among the first 25 applicants

Job Title: Payments RFP Strategy Consultant

Location: onsite in one of these locations: Dallas, TX or Farmington Hills, MI or San Francisco, CA

Contract

Overview:

Our Banking client is seeking an experienced and results-driven professional to lead the development and implementation of a centralized Request for Proposal (RFP) process within the Payments organization. This role will be instrumental in designing efficient workflows, managing end-to-end RFP responses, and collaborating cross-functionally to ensure timely, accurate, and high-quality deliverables.

Key Responsibilities:

Centralized RFP Process Development: Design and implement a scalable, standardized RFP framework including templates, best practices, and workflow automation.

Project Coordination: Manage multiple concurrent RFP projects, ensuring on-time delivery and adherence to quality standards.

Cross-Functional Collaboration: Act as the central point of contact for Sales and other stakeholders. Partner with subject matter experts across Payments to gather and validate content.

Content Management: Build and maintain a centralized repository of pre-approved RFP responses. Establish regular review processes to keep content current and accurate.

Reporting & Analytics: Develop and maintain RFP performance metrics (e.g., win rates, turnaround times). Present actionable insights to leadership.

Continuous Improvement: Evaluate and enhance the RFP process using feedback, automation tools, and industry best practices to drive efficiency and effectiveness.

Required Qualifications:

5–7 years of experience managing RFP processes, preferably within the financial services or payments industry.

Proven background in product management, project management, or payment operations.

Strong knowledge of U.S. Payments systems (ACH, Card, Wire, Check, and Real-Time Payments).

Experience working within matrixed organizations and leading cross-functional efforts.

Proficient in Microsoft PowerPoint and Excel.

Exceptional communication, organization, and stakeholder engagement skills.

Bachelor’s degree from an accredited institution or 7 years of relevant experience.

Preferred Qualifications:

Payments or Treasury Management experience.

Familiarity with compliance and regulatory standards related to financial services RFPs.

Strategic planning expertise and a track record of driving process improvements.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Consulting and Finance

• Industries

  Financial Services and Banking

Referrals increase your chances of interviewing at Softworld, a Kelly Company by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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