Jobs and Careers
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RFP and Sales Comm Specialist
Lumin DigitalRemote- United States, United StatesRemotefull_timeVerifiedPosted 2 Oct 2023
About the role
This position leads efforts and processes related to requests for proposals (RFPs), sales presentations, and the drafting and verification of related materials across product lines. As a highly-collaborative team member, the RFP Writer will interact throughout the enterprise to obtain information in support of the RFP process including internal management, account management and sales teams, and product groups to develop and execute compelling and compliant proposals.
ESSENTIAL FUNCTIONS Develop highly-effective sales proposals in response to credit union RFPs; create, format, and produce customized attachments, presentation materials, and follow-up information in responses; apply Lumin product knowledge to drafting, editing, and refining responsesManage and coordinate RFP/Proposal process; duties include, but not limited to creating initial draft, responding to questions/concerns, modifying document as needed, and delivering final proposal by deadlineAssess and proactively adjust RFP process to ensure proposals adhere to best practices and support internal and external client needs; Assess financial models used in RFP process, and update as neededCoordinate proposals and communications activities with sales and regional relationship teams; lead efforts to story board the valueLumin brings to industry and deliver message across diversified platform of mediaGather feedback on each submitted proposal to assess reactions, strengths and opportunities for improvement; leverage winning proposals to create best in class control positionsCollaborate with key internal and external stakeholders to continually improve accuracy, impact, and relevancy of proposal contentDevelop and maintain relationships with external consultants and internal subject matter experts at Lumin to best facilitate RFP processUnderstand and incorporate sales strategy, value propositions, and messaging concepts and convey that through proposal responsesCollaborate with key stakeholders (Account Management, Sales, Relationship Development, Product, and RFP Consultants) to source content and effectively translate information into highly effective proposalsOversee RFP database of standard questions and answers used in proposals; partner with LOB leadership to continually refine and improve warehoused responses based on current suite of products/solutionsPerform other duties as assigned
PHYSICAL DEMANDS While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hearSpecific vision abilities required by this job include close visionAbility to occasionally lift/move up to 25 pounds Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.
PEOPLE MANAGEMENTNone Position Specifications
EDUCATION Combination of education and experience.Five (5) years business-to-business writing experience required or RFP writing experience required. to include experience preparing RFPs. Experience in financial industry preferred. Strong written communication skills required.Bachelor’s Degree in English, Communication, Journalism, Marketing or equivalent LIFE AT LUMIN DIGITAL
Lumin Digital is a fintech company specializing in digital banking solutions. Through a fundamentally different approach to technology, service, and people, we’re creating the next generation of financial solutions each and every day. Lumin helps banks and credit unions build and deploy next-gen digital experiences that help to continually serve, engage, and grow their membership base. While other platforms are partially adapted or retrofitted for the cloud, Lumin is 100% cloud-native. It was built specifically for the cloud environment, allowing us to realize the advantages more fully it offers. It’s a difference that financial institutions and their users will see and feel almost immediately.
Our people have a passion for new possibilities. We intentionally foster curiosity through our culture. We engage people who can’t help but ask “what if,” “why not,” and “what’s next.” We encourage them to bring forward ideas that challenge, raise, and reset expectations. And we empower them to continually explore, experiment, and apply what they learn. We champion curiosity because curiosity is how we grow– as a company, as a partner, and as individuals. For more information, visit lumindigital.com.
California Employee privacy notice
ESSENTIAL FUNCTIONS Develop highly-effective sales proposals in response to credit union RFPs; create, format, and produce customized attachments, presentation materials, and follow-up information in responses; apply Lumin product knowledge to drafting, editing, and refining responsesManage and coordinate RFP/Proposal process; duties include, but not limited to creating initial draft, responding to questions/concerns, modifying document as needed, and delivering final proposal by deadlineAssess and proactively adjust RFP process to ensure proposals adhere to best practices and support internal and external client needs; Assess financial models used in RFP process, and update as neededCoordinate proposals and communications activities with sales and regional relationship teams; lead efforts to story board the valueLumin brings to industry and deliver message across diversified platform of mediaGather feedback on each submitted proposal to assess reactions, strengths and opportunities for improvement; leverage winning proposals to create best in class control positionsCollaborate with key internal and external stakeholders to continually improve accuracy, impact, and relevancy of proposal contentDevelop and maintain relationships with external consultants and internal subject matter experts at Lumin to best facilitate RFP processUnderstand and incorporate sales strategy, value propositions, and messaging concepts and convey that through proposal responsesCollaborate with key stakeholders (Account Management, Sales, Relationship Development, Product, and RFP Consultants) to source content and effectively translate information into highly effective proposalsOversee RFP database of standard questions and answers used in proposals; partner with LOB leadership to continually refine and improve warehoused responses based on current suite of products/solutionsPerform other duties as assigned
PHYSICAL DEMANDS While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hearSpecific vision abilities required by this job include close visionAbility to occasionally lift/move up to 25 pounds Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.
PEOPLE MANAGEMENTNone Position Specifications
EDUCATION Combination of education and experience.Five (5) years business-to-business writing experience required or RFP writing experience required. to include experience preparing RFPs. Experience in financial industry preferred. Strong written communication skills required.Bachelor’s Degree in English, Communication, Journalism, Marketing or equivalent LIFE AT LUMIN DIGITAL
Lumin Digital is a fintech company specializing in digital banking solutions. Through a fundamentally different approach to technology, service, and people, we’re creating the next generation of financial solutions each and every day. Lumin helps banks and credit unions build and deploy next-gen digital experiences that help to continually serve, engage, and grow their membership base. While other platforms are partially adapted or retrofitted for the cloud, Lumin is 100% cloud-native. It was built specifically for the cloud environment, allowing us to realize the advantages more fully it offers. It’s a difference that financial institutions and their users will see and feel almost immediately.
Our people have a passion for new possibilities. We intentionally foster curiosity through our culture. We engage people who can’t help but ask “what if,” “why not,” and “what’s next.” We encourage them to bring forward ideas that challenge, raise, and reset expectations. And we empower them to continually explore, experiment, and apply what they learn. We champion curiosity because curiosity is how we grow– as a company, as a partner, and as individuals. For more information, visit lumindigital.com.
California Employee privacy notice
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