Source Job

• Manage live RFP, RFI, and DDQ projects from intake through submission by coordinating with cross-functional teams and SMEs.
• Maintain Loopio library, review cycles, and content updates to support efficient RFP response processes.
• Drive process improvements and leverage AI tools to enhance workflow efficiency and response accuracy.

Marqeta is a modern card issuing platform that enables companies to build and manage payment cards. The company is publicly traded and emphasizes a flexible, remote-first culture with a focus on innovation and collaboration.

• You will manage RFP, RFI, and DDQ projects from intake to submission, ensuring timely and accurate responses.
• You will coordinate with Sales, Solutions, Legal, and other teams to gather content and maintain a centralized library.
• You will identify process improvements and apply AI tools to streamline proposal workflows.

Partner Company is a fintech/payments firm seeking to expand its US sales operations. They foster a collaborative, flexible-first environment where employees own their work and drive innovation through AI and process automation.

• Lead end-to-end program due diligence reviews from kickoff to post-launch, assessing regulatory and operational risks.
• Manage relationships with cross-functional partners and external stakeholders to drive alignment and move reviews forward.
• Own and evolve risk assessment frameworks and reporting tools to track program health and support senior leadership decisions.

Marqeta provides a card issuing platform that enables embedded finance for companies to issue cards and manage payments in real time. As a publicly-traded company, they value innovation, teamwork, and customer trust.

• Own and steer RFPs and RFIs from intake through submission, ensuring compliance and timeliness.
• Collaborate with subject matter experts to draft, edit, and perfect proposal responses.
• Continuously improve proposal processes, leveraging AI and automation for greater efficiency.

Journey is redefining mental health care for modern companies with a proactive approach to employee wellbeing. We are a rapidly growing tech startup that recently raised a Series A, focused on building a high-performance culture.

• Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
• Document and improve operational processes, creating templates and playbooks to support the Account Management team.
• Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.

Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.

• Lead end-to-end development of RFPs, RFIs, and proposals, coordinating cross-functional teams from strategy to legal.
• Own and improve proposal content libraries, templates, and knowledge repositories to streamline future submissions.
• Provide status updates, manage multiple deadlines, and ensure quality in a fast-paced, remote environment.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. It operates remotely with a focus on efficiency and data-driven recruitment.

• Lead and coordinate end-to-end RFx requests, including reviewing incoming bid requests and setting timelines.
• Create compelling proposal content, including executive summaries and competitive positioning.
• Orchestrate cross-functional collaboration among sales, marketing, client success, and global operations.

LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. It is a venture-backed company that has raised over $35M and values a growth-focused, high-bar culture.

• Own end-to-end proposal development for RFPs, RFIs, and procurement requests, ensuring high-quality, strategic submissions.
• Coordinate cross-functional teams across Strategy, Media, Creative, Analytics, and Leadership to craft compelling proposal narratives.
• Manage content libraries and AI knowledge repositories to improve proposal efficiency and consistency.

Wpromote is a digital marketing agency specializing in integrated media, creative, and analytics to drive client growth. Recognized as a Best Place to Work and Adweek's Fastest Growing Digital Agency, they promote an inclusive, remote-first culture with a strong emphasis on work-life balance.

• Validate Bank Partner Invoices and coordinate Program Change Requests (PCRs) for bank review and approval.
• Serve as the day-to-day contact for administrative inquiries from banking partners and support strategic initiatives.
• Collaborate cross-functionally to drive process improvements and optimize stakeholder engagement.

Marqeta is a card issuing platform that enables embedded finance for companies to issue cards and manage payment operations. They are a publicly-traded company with a Flex First culture and values focused on customer success and innovation.

• Lead the Proposal Desk and Sales Operations function, owning the RFP response process and sales tools adoption.
• Manage a small team including an RFP coordinator, writer, and Sales Ops Analyst, setting direction and accountability.
• Drive sales enablement, reporting, and process improvement in partnership with sales leadership.

SOVRA is a public procurement platform used by more than 7,000 government agencies and over 1 million suppliers across North America. The company fosters a collaborative culture focused on operational excellence and data-driven sales processes.

• Serve as the primary point of contact for a portfolio of customers, managing day-to-day operational needs and ensuring smooth program execution.
• Document and improve operational processes, create templates and playbooks, and support senior Account Managers with customer-facing materials.
• Perform data analysis to surface customer trends and program health metrics, partnering with cross-functional teams to resolve issues.

Marqeta is a leader in the fintech space, redefining financial services and embedded finance. The company is growing fast and values a collaborative, inclusive culture with a focus on innovation and customer success.

• Shape winning proposals that drive new business growth and deepen strategic partnerships.
• Partner with leaders across Product, Go-to-Market, and executive teams to transform complex expertise into client-focused solutions.
• Lead high-impact RFx projects from kickoff through submission, ensuring accuracy and timely delivery.

Alegeus is the industry leader in consumer-directed healthcare solutions, powering millions of benefit accounts and processing over $6 billion in healthcare payments annually. The company values authenticity, trust, and tenacity, and fosters a culture of collaboration and diverse perspectives.

• Support strategic account management for a global strategic partnership, driving revenue growth and operational efficiency.
• Manage day-to-day client relationships, uncover upsell opportunities, and deliver exceptional service.
• Create customer-centric content and perform data analysis to support account strategy and business reviews.

Marqeta provides a card issuing platform that enables companies to issue cards, authorize transactions, and manage payment operations in real time. The company is publicly traded, with a focus on innovation and a flexible work culture, serving well-known brands in the new economy.

• Coordinate ongoing loan sales, pricing, and trade registration.
• Manage investor reporting packages and portfolio performance updates.
• Lead onboarding of new institutional investors and manage cross-functional projects.

Zippy makes getting a loan for a manufactured home simple, fast, and fully online. They are a remote-first team backed by institutional investors, offering competitive pay, stock options, and excellent benefits.