Payments RFP Strategy Consultant

Job Title: Payments RFP Strategy Consultant

Location: onsite in one of these locations: Dallas, TX or Farmington Hills, MI or San Francisco, CA Contract

Overview: Our Banking client is seeking an experienced and results-driven professional to lead the development and implementation of a centralized Request for Proposal (RFP) process within the Payments organization. This role will be instrumental in designing efficient workflows, managing end-to-end RFP responses, and collaborating cross-functionally to ensure timely, accurate, and high-quality deliverables.

Key Responsibilities: Centralized RFP Process Development: Design and implement a scalable, standardized RFP framework including templates, best practices, and workflow automation. Project Coordination: Manage multiple concurrent RFP projects, ensuring on-time delivery and adherence to quality standards. Cross-Functional Collaboration: Act as the central point of contact for Sales and other stakeholders. Partner with subject matter experts across Payments to gather and validate content. Content Management: Build and maintain a centralized repository of pre-approved RFP responses. Establish regular review processes to keep content current and accurate. Reporting & Analytics: Develop and maintain RFP performance metrics (e.g., win rates, turnaround times). Present actionable insights to leadership. Continuous Improvement: Evaluate and enhance the RFP process using feedback, automation tools, and industry best practices to drive efficiency and effectiveness.

Required Qualifications: 5–7 years of experience managing RFP processes, preferably within the financial services or payments industry. Proven background in product management, project management, or payment operations. Strong knowledge of U.S. Payments systems (ACH, Card, Wire, Check, and Real-Time Payments). Experience working within matrixed organizations and leading cross-functional efforts. Proficient in Microsoft PowerPoint and Excel. Exceptional communication, organization, and stakeholder engagement skills. Bachelor’s degree from an accredited institution or 7 years of relevant experience.

Preferred Qualifications: Payments or Treasury Management experience. Familiarity with compliance and regulatory standards related to financial services RFPs. Strategic planning expertise and a track record of driving process improvements. Seniority levelSeniority level Mid-Senior level Employment typeEmployment type Contract Job functionJob function Consulting and Finance Industries Financial Services and Banking Referrals increase your chances of interviewing at Softworld, a Kelly Company by 2x Inferred from the description for this jobMedical insurance Vision insurance 401(k) Get notified about new Payment Consultant jobs inDallas, TX. AWM, Marcus by Goldman Sachs, Payments & Reconciliations Operations Manager, Associate - Richardson, TX / Draper, UTStrategic Consultant- Payments - BankingPayment Strategy Consultant (RFP expertise) Audit (Business and Finance) | Analyst | DallasTechnical PM (Banking - Payment Systems, EFT, ACH, card networks) – 100% RemoteSr. Manager, Payment Processing and Chargeback OperationsHuman Capital Management, Business Partner, Analyst, DallasPayment Processing Product Manager- Vice PresidentDallas, TX $110,000.00-$125,000.00 1 month ago Business Analyst with Windchill PLM - HybridDallas, TX $102,890.67-$139,637.34 1 month ago Plano, TX $102,890.67-$139,637.34 1 month ago Business Analyst with Policy Center- 100% RemoteBSA FIU II Analyst (Full Time) - Amarillo, Plano or Sugar LandBSA FIU II Analyst (Full Time) - Amarillo, Plano or Sugar LandWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.