Proposal & Contract Specialist II

Jack Henry & Associates, Inc.; Overland Park (KS); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Jack Henry & Associates, Inc. seeks a Proposal & Contract Specialist II within the Banking Proposals team to develop pricing and configuration documents for clients and prospects.

The role partners with Sales, Finance, Legal, and Operations to deliver accurate, compliant proposals and contracts. This hybrid role requires occasional weekly office presence and monthly onsite meetings; remote work is possible otherwise.

Qualifications

• Minimum of 2 years of experience in Sales Operations, Finance, or experience with banking contracts.

Responsibilities

• Partner with Sales and internal stakeholders to develop accurate, compliant, and customer-focused proposals and agreements.
• Collaborate with Sales, Finance, Legal, Operations, and other business partners to support successful deal execution.
• Apply pricing, product configuration, contracting, and clause library expertise throughout the sales cycle.
• Expertly navigate Salesforce, Conga/QTC, and Microsoft Office tools to create professional proposals and contract documents.
• Manage multiple active opportunities simultaneously while maintaining accuracy, responsiveness, and attention to detail.
• Research and resolve inquiries related to pricing, products, contracts, and customer agreements.
• Process signed agreements and ensure all required documentation is completed accurately and timely.

Skills

Sales Operations

Banking contracts

Pricing & configuration

Tools

Salesforce

Conga/QTC

MS Excel

Job description

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At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members. Our best-in-class products are just the start as we lay the groundwork for the future of digital banking and payments. We hope you'll join us. We can't do it without you.

Jack Henry is currently seeking a Proposal & Contract Specialist II for the Sales Operation's Banking Proposal and Contract team. Working directly with a Regional Proposal & Contract team and as part of the overall banking sales team, the Proposal & Contract Specialist II develops the pricing and configuration documents to be presented to clients and prospects. While this role requires the ability to work independently, success depends on active collaboration, open communication, and a willingness to engage with team members to solve problems and drive results. Additionally, you must possess the ability to multi-task with minimum supervision.

This is a hybrid position that requires you to come to the office approximately once a week and one Wednesday per month for onsite meetings, events, and training. The remainder of the time you may work remotely from home. Candidate must live within approximately a 70-mile radius of our office locations in Allen, TX; Birmingham, AL; Cedar Falls, IA; Charlotte, NC; Lenexa, KS; Louisville, KY; Springfield, MO; or Monett, MO.

All positions, regardless of location, may require an onsite interview or in-person onboarding requirement to verify your identity.

What you'll be responsible for:

• Partner with Sales and internal stakeholders to develop accurate, compliant, and customer-focused proposals and agreements.
• Collaborate with Sales, Finance, Legal, Operations, and other business partners to support successful deal execution.
• Apply pricing, product configuration, contracting, and clause library expertise throughout the sales cycle.
• Expertly navigate Salesforce, Conga/QTC, and Microsoft Office tools to create professional proposals and contract documents.
• Manage multiple active opportunities simultaneously while maintaining accuracy, responsiveness, and attention to detail.
• Research and resolve inquiries related to pricing, products, contracts, and customer agreements.
• Process signed agreements and ensure all required documentation is completed accurately and timely.
• Develop expertise in company products, services, pricing models, and business processes to support both new and existing business opportunities.
• Works in the grey areas by exercising sound judgment and applying a strong understanding of JHA's business principles.
• Identify opportunities to improve processes, increase efficiency, and enhance the customer and sales experience.
• Provide backup support across team functions as needed.
• May perform other duties as assigned.

What you'll need to have:

• Minimum of 2 years of experience in Sales Operations, Finance, or experience with banking contracts.
• Ability to travel up to 5% to attend JH meetings, trainings, and/or professional conferences.

What would be nice for you to have:

• Ability to effectively plan, prioritize, and organize a diversified workload to meet aggressive deadlines.
• Ability to understand basic legal documents and how they affect current and future proposals and contracts.
• Strong business acumen and desire to strengthen knowledge of the business/industry.
• Salesforce and Conga/QTC experience a plus.
• Strong written and verbal communication, customer relation, organizational, detail oriented, technical, and project management skills.
• Understanding of banking products and services.
• Must demonstrate ability to work well under pressure, work effectively with associates at all levels.
• Proficient in MS Applications - specifically Excel.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this positing, we still encourage you to apply. We're eager to meet motivated people who align with Jack Henry's mission and can contribute to our company in a variety of ways.

Why Jack Henry?

At Jack Henry, we pride ourselves through our motto of, "Do the right thing, do whatever it takes, and have fun." We recognize the value of our associates and believe much of our company's strength and success depends on their well-being.

We demonstrate our commitment by offering outstanding benefit programs to ensure the physical, mental & financial well-being of our people is always met.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Rising to meet challenges and seeking opportunities is part of who we are as an organization. Our culture has helped us stay strong through challenging times and we credit our dedicated associates for our success. Visit our Corporate Responsibility site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, repre­sal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job descriptions may be requested through the interview process at any time.

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