RFP & Proposal Specialist: Orchestrate Winning Submissions

OneDigital; United States; Remote; USD 70,000 - 80,000; Full time

Job summary

OneDigital is seeking a Proposal Coordinator to manage day-to-day RFP/RFI and Due Diligence responses for our Financial Services practice, with a focus on retirement plans. You will partner with the Strategy Manager and cross-functional teams to deliver polished, deadline-driven submissions.

You will own intake, triage, content production, and library governance, using approved AI tools within compliance guardrails to ensure accurate, submission-ready materials.

Qualifications

• 3+ years of experience in proposal coordination, business development, sales or marketing operations, or a comparable deadline-driven environment.
• Demonstrated ability to produce, develop, or fulfill proposal, RFP, or prospect-facing materials.
• Strong written communication skills, with the ability to edit, synthesize, and improve complex content while preserving the intent of the underlying response.
• Excellent project management and organizational skills, with strong attention to detail and accountability across multiple simultaneous deadlines.
• Sound judgment about when to proceed independently and when to elevate questions, risks, or exceptions.
• Strong interpersonal communication skills, a high sense of urgency, and a track record of following through in deadline-driven environments.
• High proficiency in Microsoft 365 (Word, Excel, PowerPoint, Teams, SharePoint, OneNote).
• Familiarity with proposal management, sales enablement, CRM, or content management platforms; experience with Responsive, Seismic, or Salesforce is preferred.
• Comfort learning and working within compliance-driven content standards is required.
• Experience with or exposure to retirement plans (defined contribution, defined benefit), wealth management, or institutional investing audiences is preferred.
• Understanding of Financial Services regulatory context and compliance requirements as they apply to business development and client-facing materials is preferred.
• Demonstrated ability to work both independently and collaboratively in a high-volume, fast-paced environment.

Responsibilities

• Intake, triage & timeline management: route opportunities to self-service, assisted, or strategic lanes and manage end-to-end timelines.
• Fulfillment, content & production: create and assemble responses from the content library and coordinate with cross-functional partners.
• Quality control, compliance routing & archiving: perform QC reviews and ensure content compliance and proper documentation.
• Produce, edit, and format submission-ready documents with branding and template compliance.
• Coordinate final submission logistics, approvals, signatures, and supporting documents.

Skills

Proposal coordination

Written communication

Project management

Interpersonal skills

Microsoft 365

CRM familiarity

Content development

Education

Bachelor's degree in Business Administration, Marketing, Communications, English, Finance, or related field

Tools

APMP certification

Job description

OneDigital is seeking a Proposal Coordinator to manage day-to-day RFP/RFI and Due Diligence responses for our Financial Services practice, with a focus on retirement plans. You will partner with the Strategy Manager and cross-functional teams to deliver polished, deadline-driven submissions.

You will own intake, triage, content production, and library governance, using approved AI tools within compliance guardrails to ensure accurate, submission-ready materials.