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 projects simultaneously, meeting tight deadlines under pressure while empowered to make decisions quickly to ensure completion.
• Strong team player who thrives in cross-functional environments and can work effectively across departments.
• Experience working with broker-dealers or financial services partners, involving financial advisors and prospective new customers.

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $70,000- $75,000and represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

Benefits -

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance