Proposal Management II

Responsibilities

• Review sales deals to ensure compliance with pricing policies and provide guidance on deal structure to optimize revenue and minimize risk.
• Assist with ensuring the pricing proposal and deal terms are accurate.
• Assist in reviewing pricing proposal materials and ensuring that proposals are tailored to meet client's needs while aligning with the Fiserv solution offerings.
• Work closely with sales, finance, legal, and other departments to streamline the deal process and ensure timely response to internal and external clients.
• Ensure deals comply with revenue recognition guidelines and legal requirements.
• Manage the entire pricing deal process from client request to contract closeout.
• Track deal metrics and trends, providing insights to stakeholders on deal performance and potential areas for improvement.
• Experience you'll need to have:
• Recent graduate of bachelor's degree program in finance, accounting, and/or equivalent experience.
• Proficient experience in utilizing Microsoft Office Suite (Excel, PowerPoint) and Adobe Professional.
• Ability to manage and prioritize competing demands during end of month, end of quarter and end of year.
• Strong writing experience and excellent verbal and written communication skills.
• Able to understand and articulate client's business requirements and synthesis from multiple sources into a cohesive and persuasive final proposal.
• Strong problem-solving skills with focus on attention to detail.
• Ability to interact and build relationships with various levels across the organization.
• What would be great to have:
• 1-2 years of experience with financial institution account processing systems - Deal Desk, Finance Operations, Sales Operations, or Pricing.
• 1-2 years of experience in financial modeling and analysis, CRM systems (e.g., Salesforce).
• Proficiency in sales processes, pricing strategies, and contract terms.
• How you'll work:
• This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experience helps you with your overall onboarding experience and leads to stronger productivity.
• Sponsorship:
• Benefits at Fiserv:
• Fuel Your Life program to support physical, financial, social, and emotional well-being
• Paid holidays and generous time away policies
• No-cost mental health support through Employee Assistance Programs
• Living Proof program to recognize your peers' extra effort with points used for rewards
• Eight Employee Resource Groups to foster a collaborative culture
• Unparalleled professional growth with training, development, and internal mobility opportunities
• Retirement planning and discounted shares with the Employee Stock Purchase Plan
• Medical, dental, vision, life, and disability insurance options available day one
• Tuition assistance and reimbursement program
• Paid parental, caregiver, and military leave
• #LI-GB1
• This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
• It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
• Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.
• Thank you for considering employment with Fiserv. Please:
• Apply using your legal name
• Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
• Our commitment to Equal Opportunity:
• Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard

Benefits

Additional Information

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Proposal Management II About your role: At Fiserv, a successful Proposal Analyst plays a key role in supporting the sales organization by analyzing and structuring complex deals for financial institutions, ensuring the inclusion of correct solutions, contractual terms, and pricing elements. By bridging the gap between sales, finance, legal, and other departments, the proposal analyst streamlines the sales process and optimizes deal profitability.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at fiserv? Share your experience