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Fiserv Proposal Management Specialist in New York, New York

What does a great Proposal Specialist do?

Stay on the leading edge of helping to securing client relationships for one of the world’s most admired companies for eight straight years. Become a trusted advisor in pricing matters to the Credit Union sales team for your specific product set as an integral part of a growing team, organization and company.

You can expect to-

  • Work closely with the Sales, Account Management and Product Management teams to present Fiserv solutions to new prospects and existing clients.

  • Work closely with the Sales, Account Management and Product Management teams to present Fiserv solutions to new prospects and existing clients.

  • Become a subject matter expert on pricing for a particular product/product set.

  • Interface with various internal departments subject matter experts to coordinate information needed.

  • Support of Account Executives/Sales in pursuit of new business opportunities.

  • Ensure Proposal Pricing responses are current, accurate and complete and of high quality before releasing to distribution.

  • Submittal of Pricing Proposals on time and with the highest quality. Ensure all Corporate and Business Units processes are followed.

Basic Qualifications for Consideration:

  • Minimum 3 years of experience in business, sales support or related role

  • Excellent business relationship building skills

  • Ability to organize activities and handle multiple projects simultaneously with effective and timely follow-up

  • Ability to write/communicate clearly and persuasively regarding managerial and technical information

  • Must be adaptable/flexible to changing configurations and strategies

  • Excellent verbal, written and group communication skills

  • Proven ability to meet deadlines in a fast-paced environment

  • Strong proficiency of Microsoft Office, including Excel, Word and PowerPoint

Preferred qualifications for consideration-

  • Previous experience in the financial services industry environment a plus

  • Previous Proposal Pricing experience a plus

  • Travel required: Percentage/frequency of travel <10%

Who We Are:

Credit Union Solutions at Fiserv provides integrated account processing solutions for more than one-third of the credit union marketplace, building an innovative foundation for growth, as well as the technology needed to drive efficiency and deliver superior member service in a changing marketplace.

We have a lot to consider, from identifying and adapting to changing regulations and mitigating risk to keeping pace with evolving technology and providing excellent member service. Credit unions’ goals aren’t new. How they achieve them is. With the right tools in place, Fiserv helps credit unions eliminate barriers to growth, realize efficiencies, ensure compliance, face risk issues head on and provide the superior service members deserve.

Want to be a part of a team that effects change? Join our team and see why Fiserv is one of the Most Admired Companies!