Sales Advancement Consultant

Why Join Q2?

Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.

What Makes Q2 Special?

Q2 is seeking a detail-oriented Sales Advancement Consultant to join our Sales Center of Excellence. This hybrid role blends technical pre-sales expertise with strategic content development, serving as a critical connector between product, sales, marketing, and client success.

You will be responsible for crafting compelling and compliant RFP/RFI responses, Due Diligence Questionnaires (DDQs), and sales documentation while also delivering engaging product demonstrations and advising clients on tailored solutions. This role requires exceptional writing and presentation skills, technical aptitude, and the ability to manage multiple concurrent priorities in a fast-paced environment.

Proposal & Content Strategy

• Author, edit, and manage RFPs, RFIs, DDQs, and other sales documentation for new business, renewals, and cross-sales.
• Maintain and enhance the knowledge management system for reusable content and SME contributions.
• Perform peer reviews, formatting, and proofreading for quality assurance.
• Collaborate cross-functionally with SMEs, Product, Legal, and Sales to ensure accurate, timely, and client-aligned responses.

Sales Consulting & Client Engagement

• Conduct client needs analysis and tailor Q2’s solution capabilities to meet identified business goals.
• Develop and deliver compelling product demonstrations and presentations in support of sales efforts (both in-person and remote sessions)
• Support Relationship Managers and Regional Sales Managers during all phases of the sales cycle.
• Interpret data and industry trends to form strategic messaging for sales conversations.

Collaboration & Communication

• Serve as a liaison between sales, product management, and development to relay client needs and market feedback.
• Contribute to marketing initiatives, including webinars, trade shows, campaigns, and Q2’s user conferences.
• Ensure compliance with security, privacy, and confidentiality standards across all deliverables and engagements.

Required

• Associate or Bachelor's degree in professional writing, business, marketing, or equivalent experience.
• 2+ years’ experience in financial technology, digital banking, and/or Request for Proposal management.
• Strong technical acumen and comfort with digital banking workflows and terminology
• Excellent writing, editing, formatting, and presentation skills.
• Ability to manage multiple projects independently and collaboratively.
• Proficiency with Microsoft Office Suite, SharePoint, and CRM systems (e.g., Salesforce, Seismic).

Preferred

• Experience in pre-sales, client engagement, and solutions consulting roles.
• Familiarity with RFP management software (e.g., RocketDocs, Loopio, RFPio, RFP360, etc.) and knowledge base tools (e.g., Confluence).
• Understanding of project management methodologies.
• Intermediate skills in visual storytelling and facilitated presentations.
• Experience with Gong, PowerBI, ChatGPT, LucidChart, Figma

This position requires fluent written and oral communication in English.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Health & Wellness

• Hybrid Work Opportunities

• Flexible Time Off 

• Career Development & Mentoring Programs 

• Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents 

• Community Volunteering & Company Philanthropy Programs 

• Employee Peer Recognition Programs – “You Earned it”

Click here to find out more about the benefits we offer.

Our Culture & Commitment:

We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.

Applicants in California or Washington State may not be exempt from federal and state overtime requirements