Marketing Operations Manager (RFP Database)

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who are we looking for?

We are seeking a highly organized and detail-oriented individual to join our team as a Marketing Operations Manager (RFP Database). This role is crucial in managing and maintaining our repository of responses. In this role, you will write, develop, maintain, and manage high-quality, compelling, accurate, and insightful content on the firm's products and services. You will also coordinate and oversee the completion of advisor/consultant databases and due diligence questionnaires, as needed and assigned. The ideal candidate will have a strong background in database management, exceptional organizational skills, and a keen eye for detail.

The Marketing Operations Manager (RFP Database) will be responsible for developing the strategy, processes, and recommendations for the continuous improvement of our RFP response library. This role ensures that all content is accurate, up-to-date, and easily accessible to support the business development and sales teams in crafting compelling proposals.

What will you be doing?

• Manage and Maintain RFP Database: Oversee the organization and updating of the RFP response library, ensuring all content is current and relevant. Create a content management calendar, to ensure content is always accurate and up to date.
• Content Development: Collaborate with subject matter experts to develop and refine responses to RFPs, RFIs, and DDQs.
• Quality Assurance: Ensure all responses are accurate, consistent, and align with the company's messaging and branding. Continuously source new responses from RFPs and ensure that any new content provided by SMEs is in the database. As needed, complete peer reviews on in-progress RFPs.
• Database Optimization: Implement best practices for database management to improve efficiency and accessibility of information. Partner with the database vendor to ensure effective use of the tool. Implement new functionality, as needed.
• Training and Support: Provide training and support to team members on how to effectively use the RFP database tool. Mentor team members on content sourcing and overall response knowledge.
• Reporting: Generate reports on database usage and effectiveness, identifying areas for improvement, including expired, stale, or unused content. Archive content as needed.
• Project Work: Assist with database upgrades, new features, and beta testing, as needed. Assist with and lead additional projects, including responding to RFPs, as needed or assigned.

Requirements

• Bachelor's degree in creative writing, communications, journalism, English, finance, business, or a related field. MBA or advanced degree preferred.
• 5-7 years of proven experience in database management, with at least 2 years of database management in an RFP role required.
• Familiarity with RFP database tools and software, specifically Responsive, Qvidian, and other similar tools is required.
• Strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously.
• Excellent written and verbal communication skills.
• Ability to work effectively with cross-functional teams, including sales, marketing, and product development.
• Strong project management skills and the ability to prioritize tasks effectively.
• Experience in technical writing, editing, and content development.

The expected salary range for this position is $90K - $125K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We're a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.