More jobs:
Proposal Management II
Job in
Alpharetta, Fulton County, Georgia, 30009, USA
Listed on 2026-06-07
Listing for:
Fiserv
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
* 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.
** What you'll do:*
* + 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:*
* + You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.
** 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…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×