Ascensus · 2 weeks ago
RFP Writer
Ascensus is the leading independent technology and service platform powering savings plans across America. The Senior RFP Writer plays a key role within the Business Development team in the Government Savings Division, responsible for developing compelling responses to Requests for Proposals and other client questionnaires to support business opportunities and client retention.
ConsultingRetirementTraining
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
Qualification
Required
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
Preferred
Experience with proposal automation tools (e.g., RFPIO, Loopio)
Familiarity with government-sponsored savings programs (529, ABLE, or state-facilitated retirement plans)
Comfortable working in a fast-paced, deadline-driven, and regulated environment
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Recent News
2026-01-16
2025-10-09
Crowdfund Insider
2025-09-17
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