Job Description

Title: RFP Strategy Lead

Group: Consolidated Payments RFP Strategy

Location:

Dallas, TX (preferred) – Candidates from San Francisco, CA and Detroit, MI are also welcome to apply

Hybrid Role in either Dallas, San Francisco or Detroit offices

Contract Duration: 6+ Months (W2 or C2C)

A leading financial services client is seeking a Payments (Request for Payment) Strategy Lead for a 6+ month contract engagement. This role will focus on driving the end-to-end RFP process strategy for innovative payment platform solutions. Ideal for a detail-oriented professional with strong experience in U.S. payments and cross-functional project leadership, particularly within financial services or fintech environments.

Key Responsibilities:

• This role includes designing workflows, managing end-to-end responses, and collaborating with team across the Payments organization to ensure timeliness and accurate responses.
• Process Development: design and implement a centralized RFP process, including standardized templates, workflows, and best practices to streamline RFP responses.
• RFP Coordination: manage multiple RFP requests simultaneously while meeting strict deadlines.
• Stakeholder Collaboration: serve as the point of contact for the Sales team and partner with subject matter experts to gather information for the final deliverable.
• Content Management: build a repository of approved RFP responses and establish a review schedule to ensure all documented RFP responses remain accurate.
• Reporting: create, present, and maintain RFP reporting metrics such as win rate, turnaround time, etc.
• Continuous Improvement: evaluate and enhance the RFP process through incorporating. feedback, leveraging automation tools, etc. to improve metrics and quality

Position Qualifications

• Bachelor's Degree from an accredited university or 7 years of relevant experience
• At least 5 years of experience in Product Management, Project Management, or Payment Operations experience
• At least 5 years of experience in Strategic Planning experience
• At least 5 years of experience in U.S. Payments (ACH, Card, Wire, Check, and Real-Time Payments) business experience
• At least 5 years of experience in Managing or working with Matrix teams
• At least 3 years of experience using Microsoft PowerPoint and Microsoft Excel
• Excellent written and verbal communication skills

Preferred Qualifications:

• Payments or Treasury Management experience
• Familiarity with compliance and regulatory considerations for RFPs (Request for Payment) in financial services

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