Request For Proposal (RFP) Specialist

Job title: Request For Proposal (RFP) Specialist

Company: FactSet


Job description: FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant accessto financial data and analytics that investors use to make crucial decisions.At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.Locations: Norwalk, CT | New York City | BostonWorking Environment: HybridSales Engineering at FactSet crafts enterprise solutions for the financial services industry, emphasizing strong C-Suite relationships and leveraging over 45 years of expertise in content, analytics, technology, and services. This multidisciplinary team, comprising engineers, architects, and designers, excels in business advisory and technology consulting, aligning closely with FactSet’s Sales, Technology, and Product divisions. Acting as the bridge between client needs and FactSet’s offerings, the team serves Asset Management, Wealth Management, Investment Banking, and Corporate firms, delivering industry-leading solutions across all asset classes and operational workflows.We are seeking a Request For Proposal (RFP) Specialist dedicated to managing proposals that effectively showcase FactSet’s solutions and technology, aligning them with clients’ functional and non-functional requirements in RFPs. This role involves collaborating with product subject matter experts to create compelling RFP responses and supporting materials that clearly articulate the value of our solutions. Additionally, the specialist will coordinate submissions across Sales Engineers, Business Units, Account Managers, and Product Sales Specialists to ensure cohesive and persuasive proposals.Responsibilities:

• Identify requirements, evaluation criteria, and deadlines and align internal teams to these elements to manage the preparation, review, and submission of RFPs.
• Coordinate cross-functional efforts on specific client revenue opportunities by collaborating with the Sales teams and internal products SMEs to gather information and tailor proposals to match client requirements.
• Deliver compliant, professionally-produced proposals within client-agreed-upon timeframes by facilitating kick-off, status, collaboration sessions, etc., in a matrixed environment.
• Ensure consistent and accurate information delivered by the proposal process by leveraging Response Management Software and other tools.
• Participate in debriefs for select proposals to identify strengths and areas for improvement, incorporate feedback, and revise the proposal process to improve proposal quality continually.
• Create and present status and metrics reporting on bid opportunities and the associated project management activities for senior leadership to leverage.

Required Skills:

• Strong project management skills to handle multiple projects and deadlines.
• Strong communication skills to coordinate efforts across teams.
• Ability to write, edit, and review clear and persuasive RFPs.
• Ability to ensure consistent messaging, tone, and themes within responses that are aligned with client business + technology needs.
• Strong sense of ownership of deliverables – timely, accurate, and effective.
• Proactive, and willing to take the initiative, in a dynamic environment.
• Willingness and ability to learn our industry, products, and workflows – with the intent to dig deeper and get more compelling responses from SMEs.

Qualifications & Experience:

• Bachelor’s degree or higher.
• 6+ years of work experience in cross-departmental project management and proposal writing.
• Experience with technology, either through work experience or education.
• Strong collaborator that is highly organized, detail-orientated, and self-motivated.

The budgeted base salary for this position in the state of Connecticut and in New York City is $85,000-110,000. US applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.What’s In It For You:At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.

open to all employees that serve as a catalyst for connection, growth, and belonging.Learn more about our benefits .Company Overview:FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at and follow us on and .At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify

Expected salary: $85000 – 110000 per year

Location: Norwalk, CT

Job date: Thu, 03 Jul 2025 05:49:59 GMT

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