Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Position Summary:
The Senior RFP Writer plays a key role within Ascensus’ Business Development team in the Government Savings Division, which administers state-facilitated savings programs, including 529 education, ABLE disability, and retirement plans.
This position is responsible for developing compelling, accurate, and strategic responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and other client questionnaires that support both new business opportunities and existing client retention. The ideal candidate will bring superior writing, editing, and proofreading skills, a high level of attention to detail, and the ability to manage complex deliverables under tight deadlines. This role calls for someone who is equal parts communicator, project manager, and strategic thinker.
The Senior RFP Writer will collaborate with colleagues across Business Development, Relationship Management, and Product, and work closely with Legal, Compliance, and Operations to produce responses that are aligned with Ascensus’s strategic goals and demonstrate our capabilities effectively. The position includes a dotted-line relationship to Relationship Management, reflecting its dual focus on growth and client retention.
Key Responsibilities:
- Lead the creation, coordination, and submission of high-quality RFP, RFI, and due diligence responses
- Collaborate with Product, Relationship Management, Business Development, and cross-functional stakeholders including Legal, Compliance, and Operations to gather accurate and relevant content
- Write clear, well-structured, and persuasive responses tailored to the needs of each prospect or client
- Ensure responses are complete, compliant with requirements, and professionally presented
- Manage complex proposal timelines, delegate tasks, track inputs, and ensure timely delivery of all response materials
- Maintain and continuously improve a centralized proposal content library (e.g., in RFPIO or Loopio)
- Apply editorial rigor and detail orientation to ensure grammatical accuracy, formatting consistency, and tone alignment across all content
- Lead the creation, refinement, and management of high-impact pitch decks, Finals presentations, and Due Diligence materials to support strategic business development and client engagement efforts.
- Contribute to the improvement of internal proposal processes and documentation practices
Qualifications:
- Bachelor’s degree
- Minimum 5 years of experience in RFP or proposal writing, preferably in financial services
- Exceptional writing, editing, and proofreading skills with a strong command of grammar, tone, and structure
- Strong project management skills, with a proven ability to meet tight deadlines and manage multiple inputs
- Experience working cross-functionally to gather and synthesize input from subject matter experts
- High attention to detail and a commitment to delivering polished, high-quality work
- Experience with proposal automation tools (e.g., RFPIO, Loopio) preferred
- Familiarity with government-sponsored savings programs (529, ABLE, or state-facilitated retirement plans) is a plus
- Comfortable working in a fast-paced, deadline-driven, and regulated environment
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