RFP Analyst - National Relationship Management Team

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

Seeking an experienced and highly motivated RFP Analyst to join our growing and dynamic team. This individual will be responsible for handling technical documentation, inquiries and proposals to secure new sales and maintain existing partnerships. Proactively update RFP portals and regularly complete Due Diligence Questionnaires for various partners, prospective customers and go to market strategies. Develop and implement automation to reduce repetitive tasks resulting in enhanced efficiency and less workload for the team.

As a RFP Analyst, you will work closely with cross-functional teams, including product, engineering, sales, and marketing, to deliver best-in-class solutions to our partners and clients ensuring mutual success while exceeding expectations.

What you get to do every day

• 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.

What you bring to the role

• 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.

Nice to have

• A proactive, goal-oriented team player with a focus on driving measurable outcomes while exceeding timelines and expectations.
• Ability to manage multiple projec