Institutional Sales, RFP Associate
Coinbase
Institutional Sales, RFP Associate
Job Description
Responsibilities
- Collaborate with XFN stakeholders to efficiently respond to detailed institutional client questionnaires, such as RFPs and DDQs, in a fast-paced, deadline-driven environment.
- Develop comprehensive, accurate, and persuasive responses by leveraging approved marketing and sales materials, ensuring alignment with client needs and organizational goals.
- Actively manage and utilize a centralized database and attachment repository to streamline response creation, ensuring accuracy and consistency across all deliverables.
- Lead the project management of RFP/RFI responses and business pursuits, including tracking the pipeline of institutional outreach and ensuring timely delivery of high-quality outputs.
- Oversee the onboarding of complex and detailed RFIs/DDQs into the storage database, ensuring unique inquiries, corresponding responses, and support materials are accurately tracked and maintained.
- Analyze large volumes of content and input from SMEs to support critical business development initiatives and pursuits.
- Rapidly match client questions and topics to the most relevant responses and information, balancing brevity, clarity, and precision to maximize client engagement and comprehension.
- Leverage AI/ML tools to enhance efficiency in creating, refining, and summarizing written content, ensuring high-quality and consistent responses while reducing turnaround times.
- Continuously explore and implement AI-driven solutions to optimize workflows, improve content accuracy, and support the scalability of institutional client response processes.
Required Qualifications
- BA / BS degree or equivalent practical experience
- 3+ years of experience in RFP/DDQs, management consulting, or a similar client-facing, high-stakes environment.
- Exceptional writing and communication skills, with the ability to convey complex ideas clearly and concisely, paired with a meticulous, detail-oriented mindset.
- Strong analytical, project management, and problem-solving abilities, coupled with excellent interpersonal skills to collaborate effectively across teams.
- Creative and resourceful problem solver who can break down complex challenges and design scalable, efficient processes to address them.
- Proficiency with Generative AI tools to optimize workflows, accelerate content creation, and ensure accuracy and consistency in deliverables.
- Genuine passion for crypto with a strong desire to contribute to the growth and success of the industry.
- Adaptable and flexible, thriving in a high-growth, fast-paced environment with evolving priorities and demands
Preferred Qualifications
- Experience in financial services, security, compliance, crypto, technology, and/or customer relationship management
- Experience working in a fast paced environment at a high growth startup / tech company
Required Skills
- Exceptional writing and communication skills
- Strong analytical abilities
- Project management abilities
- Problem-solving abilities
- Excellent interpersonal skills
- Creative and resourceful problem solving
- Proficiency with Generative AI tools
Benefits
- bonus eligibility
- equity eligibility
- benefits (including medical, dental, vision and 401(k))
Salary Range
$137955 - $162300 USD
Locations
- US Zone 1 (Job Requisitions Only), United States (Remote)
Salary
137,955 - 162,300 USD / yearly
Skills Required
- Exceptional writing and communication skillsintermediate
- Strong analytical abilitiesintermediate
- Project management abilitiesintermediate
- Problem-solving abilitiesintermediate
- Excellent interpersonal skillsintermediate
- Creative and resourceful problem solvingintermediate
- Proficiency with Generative AI toolsintermediate
Required Qualifications
- BA / BS degree or equivalent practical experience (experience)
- 3+ years of experience in RFP/DDQs, management consulting, or a similar client-facing, high-stakes environment. (experience)
- Exceptional writing and communication skills, with the ability to convey complex ideas clearly and concisely, paired with a meticulous, detail-oriented mindset. (experience)
- Strong analytical, project management, and problem-solving abilities, coupled with excellent interpersonal skills to collaborate effectively across teams. (experience)
- Creative and resourceful problem solver who can break down complex challenges and design scalable, efficient processes to address them. (experience)
- Proficiency with Generative AI tools to optimize workflows, accelerate content creation, and ensure accuracy and consistency in deliverables. (experience)
- Genuine passion for crypto with a strong desire to contribute to the growth and success of the industry. (experience)
- Adaptable and flexible, thriving in a high-growth, fast-paced environment with evolving priorities and demands (experience)
Preferred Qualifications
- Experience in financial services, security, compliance, crypto, technology, and/or customer relationship management (experience)
- Experience working in a fast paced environment at a high growth startup / tech company (experience)
Responsibilities
- Collaborate with XFN stakeholders to efficiently respond to detailed institutional client questionnaires, such as RFPs and DDQs, in a fast-paced, deadline-driven environment.
- Develop comprehensive, accurate, and persuasive responses by leveraging approved marketing and sales materials, ensuring alignment with client needs and organizational goals.
- Actively manage and utilize a centralized database and attachment repository to streamline response creation, ensuring accuracy and consistency across all deliverables.
- Lead the project management of RFP/RFI responses and business pursuits, including tracking the pipeline of institutional outreach and ensuring timely delivery of high-quality outputs.
- Oversee the onboarding of complex and detailed RFIs/DDQs into the storage database, ensuring unique inquiries, corresponding responses, and support materials are accurately tracked and maintained.
- Analyze large volumes of content and input from SMEs to support critical business development initiatives and pursuits.
- Rapidly match client questions and topics to the most relevant responses and information, balancing brevity, clarity, and precision to maximize client engagement and comprehension.
- Leverage AI/ML tools to enhance efficiency in creating, refining, and summarizing written content, ensuring high-quality and consistent responses while reducing turnaround times.
- Continuously explore and implement AI-driven solutions to optimize workflows, improve content accuracy, and support the scalability of institutional client response processes.
Benefits
- general: bonus eligibility
- general: equity eligibility
- general: benefits (including medical, dental, vision and 401(k))
Tags & Categories
Institutional Sales, RFP Associate
Coinbase
Institutional Sales, RFP Associate
Job Description
Responsibilities
- Collaborate with XFN stakeholders to efficiently respond to detailed institutional client questionnaires, such as RFPs and DDQs, in a fast-paced, deadline-driven environment.
- Develop comprehensive, accurate, and persuasive responses by leveraging approved marketing and sales materials, ensuring alignment with client needs and organizational goals.
- Actively manage and utilize a centralized database and attachment repository to streamline response creation, ensuring accuracy and consistency across all deliverables.
- Lead the project management of RFP/RFI responses and business pursuits, including tracking the pipeline of institutional outreach and ensuring timely delivery of high-quality outputs.
- Oversee the onboarding of complex and detailed RFIs/DDQs into the storage database, ensuring unique inquiries, corresponding responses, and support materials are accurately tracked and maintained.
- Analyze large volumes of content and input from SMEs to support critical business development initiatives and pursuits.
- Rapidly match client questions and topics to the most relevant responses and information, balancing brevity, clarity, and precision to maximize client engagement and comprehension.
- Leverage AI/ML tools to enhance efficiency in creating, refining, and summarizing written content, ensuring high-quality and consistent responses while reducing turnaround times.
- Continuously explore and implement AI-driven solutions to optimize workflows, improve content accuracy, and support the scalability of institutional client response processes.
Required Qualifications
- BA / BS degree or equivalent practical experience
- 3+ years of experience in RFP/DDQs, management consulting, or a similar client-facing, high-stakes environment.
- Exceptional writing and communication skills, with the ability to convey complex ideas clearly and concisely, paired with a meticulous, detail-oriented mindset.
- Strong analytical, project management, and problem-solving abilities, coupled with excellent interpersonal skills to collaborate effectively across teams.
- Creative and resourceful problem solver who can break down complex challenges and design scalable, efficient processes to address them.
- Proficiency with Generative AI tools to optimize workflows, accelerate content creation, and ensure accuracy and consistency in deliverables.
- Genuine passion for crypto with a strong desire to contribute to the growth and success of the industry.
- Adaptable and flexible, thriving in a high-growth, fast-paced environment with evolving priorities and demands
Preferred Qualifications
- Experience in financial services, security, compliance, crypto, technology, and/or customer relationship management
- Experience working in a fast paced environment at a high growth startup / tech company
Required Skills
- Exceptional writing and communication skills
- Strong analytical abilities
- Project management abilities
- Problem-solving abilities
- Excellent interpersonal skills
- Creative and resourceful problem solving
- Proficiency with Generative AI tools
Benefits
- bonus eligibility
- equity eligibility
- benefits (including medical, dental, vision and 401(k))
Salary Range
$137955 - $162300 USD
Locations
- US Zone 1 (Job Requisitions Only), United States (Remote)
Salary
137,955 - 162,300 USD / yearly
Skills Required
- Exceptional writing and communication skillsintermediate
- Strong analytical abilitiesintermediate
- Project management abilitiesintermediate
- Problem-solving abilitiesintermediate
- Excellent interpersonal skillsintermediate
- Creative and resourceful problem solvingintermediate
- Proficiency with Generative AI toolsintermediate
Required Qualifications
- BA / BS degree or equivalent practical experience (experience)
- 3+ years of experience in RFP/DDQs, management consulting, or a similar client-facing, high-stakes environment. (experience)
- Exceptional writing and communication skills, with the ability to convey complex ideas clearly and concisely, paired with a meticulous, detail-oriented mindset. (experience)
- Strong analytical, project management, and problem-solving abilities, coupled with excellent interpersonal skills to collaborate effectively across teams. (experience)
- Creative and resourceful problem solver who can break down complex challenges and design scalable, efficient processes to address them. (experience)
- Proficiency with Generative AI tools to optimize workflows, accelerate content creation, and ensure accuracy and consistency in deliverables. (experience)
- Genuine passion for crypto with a strong desire to contribute to the growth and success of the industry. (experience)
- Adaptable and flexible, thriving in a high-growth, fast-paced environment with evolving priorities and demands (experience)
Preferred Qualifications
- Experience in financial services, security, compliance, crypto, technology, and/or customer relationship management (experience)
- Experience working in a fast paced environment at a high growth startup / tech company (experience)
Responsibilities
- Collaborate with XFN stakeholders to efficiently respond to detailed institutional client questionnaires, such as RFPs and DDQs, in a fast-paced, deadline-driven environment.
- Develop comprehensive, accurate, and persuasive responses by leveraging approved marketing and sales materials, ensuring alignment with client needs and organizational goals.
- Actively manage and utilize a centralized database and attachment repository to streamline response creation, ensuring accuracy and consistency across all deliverables.
- Lead the project management of RFP/RFI responses and business pursuits, including tracking the pipeline of institutional outreach and ensuring timely delivery of high-quality outputs.
- Oversee the onboarding of complex and detailed RFIs/DDQs into the storage database, ensuring unique inquiries, corresponding responses, and support materials are accurately tracked and maintained.
- Analyze large volumes of content and input from SMEs to support critical business development initiatives and pursuits.
- Rapidly match client questions and topics to the most relevant responses and information, balancing brevity, clarity, and precision to maximize client engagement and comprehension.
- Leverage AI/ML tools to enhance efficiency in creating, refining, and summarizing written content, ensuring high-quality and consistent responses while reducing turnaround times.
- Continuously explore and implement AI-driven solutions to optimize workflows, improve content accuracy, and support the scalability of institutional client response processes.
Benefits
- general: bonus eligibility
- general: equity eligibility
- general: benefits (including medical, dental, vision and 401(k))
Tags & Categories