Proposal Associate

Posted 2 Days Ago
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New York, NY
Hybrid
80K-100K Annually
Junior
Enterprise Web • Fintech • Payments • Software • Financial Services
Enabling community financial institutions to win against Mega Banks and FinTechs.
The Role
The Proposal Associate at Narmi is responsible for maintaining and updating the proposal content library, ensuring consistent messaging for RFP responses, collaborating with cross-functional teams, and supporting the proposal process to enhance Narmi's brand and drive sales. This role requires strong communication and project management skills, attention to detail, and the ability to work independently and as part of a team.
Summary Generated by Built In

About Narmi:

Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening – so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US.


About the Role:

We are looking for a Proposal Associate who will be responsible for maintaining content and tooling used by our proposals team to respond to external inquiries about Narmi. This role will work in close partnership with our Proposal Manager and collaborate across the organization, particularly with product and revenue teams. The goal will be to create and update compelling content that showcases Narmi's partnerships with financial institutions and highlights how we are shaping the future of banking.


A primary focus for this role will include managing Narmi's Request For Proposals (RFP) library in Responsive, a tool designed to streamline proposal creation and ensure consistent messaging. These efforts will ensure the content in outgoing proposals enhances Narmi's brand perception among potential clients and drives sales opportunities forward. Keeping documentation up-to-date is crucial, as our platform and organization are constantly evolving. Additionally, this role will provide support to the Proposal Manager relative to active proposals in progress, including content support, draft edits and backup deadline management. Ultimately, this role will contribute to Narmi's growth in the market while directly improving the proposal team’s efficiency.

What you'll do:

  • Implement and maintain program initiatives that support proposal content management and other documentation efforts including regular audits of RFP library and other content to ensure accuracy, consistency and relevance
  • Partner with proposal manager to develop assessment protocols for evaluation and improvement of proposal library
  • Become an expert in Narmi’s platform and product capabilities and how to effectively communicate our value proposition
  • Proactively keep informed on product updates and monthly releases, and leverage internal sales enablement resources and/or collaborate with sales engineers and product managers as needed to confirm current content and translate updates directly as needed into proposal library
  • Facilitate and monitor content updates by cross-functional owners 
  • Act as an editor to ensure consistency in response content and quality
  • Provide backup support to create outgoing proposal documents 
  • Monitor metrics on the usage of RFP tools and proposal output, and internal feedback 
  • Assist with coordinating and delegating cross-functional initiatives as needed, building internal relationships to execute upon shared objectives

What you'll bring:

  • 2 years of project management or communications experience preferred
  • Proficient written and verbal communication
  • Demonstrated ability to effectively prioritize and execute tasks both independently and collaboratively
  • Excellent attention to detail and the ability to prioritize and work on multiple projects in a fast-paced, changing environment
  • Ability to maintain consistent thoroughness and accuracy when tackling tasks
  • Strong interpersonal skills
  • A positive attitude, willing to jump in and tackle new challenges
  • B.A. or B.S. degree
  • SaaS or financial services experience is preferred

The expected annual base salary for this role is $80,000 - $100,000 Hybrid - NYC. Base salary is only part of your total compensation. In addition to base salary, you will receive an equity option grant, and are eligible for performance-based cash and equity bonuses. Compensation included in an offer will be commensurate with the candidate’s skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package.


We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups.


Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at [email protected].

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The Company
HQ: New York, NY
126 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

By providing one unified platform where FI's can manage the end-to-end customer journey, Narmi securely drives primacy, customer growth, and efficiency. We unlock the very latest solutions in account opening and digital banking to allow our customers to reach their goals. Since our founding, Narmi has moved billions of dollars and opened hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and satisfaction. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US.

Why Work With Us

We're solving problems that have gone on for decades by bringing institutional and consumer banking together. We believe that creating a better online banking experience comes from collaboration and teamwork, and we're having a lot of fun doing it.

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Narmi Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Narmi values flexibility, letting employees work where they’re most productive. NYC-based teams have two monthly in-office days, fostering in-person collaboration and a stronger team dynamic while supporting a balanced, productive work environment.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
Located just north of Madison Square Park, our office is at the center of NYC’s fintech scene—easily accessible from Manhattan, Brooklyn, Queens, and Jersey City, making it convenient for team members across the city.

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