Senior Proposal Writer

| Greater Boston Area
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Vestmark is searching for a talented, creative individual with a passion for driving continual improvement in sales execution to join our Sales Team as a Senior Proposal writer/Business Analyst. The initial focus for this role will be to partner with our Sales Executives and own the start to finish the process of creating world-class RFP/RFI responses and professionally polished sales proposals. In this role, you will drive the development of these documents by working with subject matter experts across the organization to create visually compelling documents that differentiate Vestmark and our solutions. Over time, as you master sales proposals, you will have the opportunity to take on additional Sales Operations responsibilities aimed at delivering an excellent experience to our prospects and customers. 

This position reports to the Sr. Director of Sales Operations and will be an important contributor to the teams goal of supporting our hunting and farming sales executives achieve their sales goals. 

Responsibilities:

  • Work across the entire organization to develop RFP and proposal responses that highlight Vestmark’s strategic advantages of scalability, flexibility and innovation in the Wealth Management market space 
  • Analyze RFP requirements to assist the sales team to develop a response strategy and ensure that sales contributors follow outlined processes 
  • Prepare proposals by determining concept; gathering and formatting information, inputting proper corporate branding elements, writing drafts, and obtaining approvals 
  • Ensure RFPs/proposal content follow Vestmark’s messaging and branding standards 
  • Manage project deadlines by establishing priorities and target dates for information gathering which include; writing, reviewing, approvals, entering and monitoring data, coordinating requirements with contributors, providing status updates in review meetings and transmitting proposals 
  • Leverage and enhance our Qvidian best in class proposal automation system to ensure the highest quality output is achieved for each proposal
  • Other
    • Analyze our selling process and identify areas where improvement would favorably impact customer experience; 
    • Drive sales efficiency gains by using Salesforce and other technologies to automate manual processes; 
    • Help design sales territories and measure efficacy 
    • Assist with organizing customer-facing product demonstrations 

Qualifications:

  • 5+ years of experience writing proposals 
  • 3+ years of experience in either a sales operations or data analytics role supporting sales; 
  • Exceptional written communication and editing skills 
  • Solid project management skills 
  • Strong presentation skills 
  • Proficiency with Microsoft Word, PowerPoint, Excel, Salesforce,and QVidian 
  • Understanding of the Wealth Management Industry to effectively position our solutions 

Key Attributes:

  • Ability to multitask and manage priorities
  • Positive attitude and energy
  • Highly collaborative team player

Education:

  • BS/BA degree in Business Management, Marketing, Communications

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Adhesion prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status and genetic information.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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    • SqlLanguages
    • jQueryLibraries
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    • Microsoft SQL ServerDatabases
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    • BalsamiqDesign
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    • TrelloManagement
    • SalesforceCRM

Location

Our company is located in Wakefield about 20 minutes north of Boston. We are conveniently located right off of 95 making it easy to get to the office.

An Insider's view of Vestmark, Inc.

What are some social events your company does?

At Vestmark we have a fun committee that plans two to three events per quarter including company and family events. Our events include paint nights, chili cookoffs, meditation sessions, cornhole tournaments, movie nights, and so much more. . We are strong believers that providing a fun work culture promotes individual growth and teamwork.

Haley

Marketing Analyst

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny

Staff Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Engineering Manager

What is your vision for the company?

My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform.

John

CEO

How has your career grown since starting at the company?

What makes Vestmark a compelling career choice for me is working for a company that has a product that is constantly pushing the bounds of innovation in the fintech space. Working alongside like-minded people to increase Vestmark’s footprint and influence is truly rewarding.

Kevin

Senior Sales Engineer

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Culture
Volunteer in local community
Vestmark has a Charitable Committee that focuses on contributing in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Friends outside of work
Eat lunch together
Intracompany committees
Vestmark has a fun committee that manages monthly fun events and programs. A few examples of our events are our annual chili cook off, ugly sweater contest, and MUCH more!
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Disability insurance covers 60% of annual salary up to $10000 monthly maximum payout.
Dental Benefits
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $130 for glasses and contact lenses.
Health Insurance Benefits
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life Insurance
Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) Matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company Equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance Bonus
Match charitable contributions
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Flexible Work Schedule
Vestmark provides employees with a flexible work schedule that includes flex start and end times.
Remote Work Program
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Company sponsored family events
Vestmark sponsors family oriented events including a summer event and our annual Halloween trick or treat event.
Vacation & Time Off Benefits
Generous PTO
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid Holidays
Paid Sick Days
Employees receive 10 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts company events throughout the year.
Game Room
Our game room includes Ping Pong, Foosball, Video Games.
Stocked Kitchen
Happy Hours
Happy hours are hosted At team's discretion.
Parking
We offer employees Free on-site garage parking.
Professional Development Benefits
Job Training & Conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Lunch and learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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