What are the responsibilities and job description for the Proposal & Marketing Specialist position at Financial Recovery Technologies?
Join a fast-growing company transforming the industry. Financial Recovery Technologies has become a trusted partner to hedge funds, mutual funds, custodians, sovereign wealth funds, and other institutional investment firms, and our best-in-class people and technology have made FRT a market leader.
As the Proposal & Marketing Specialist, you will sit in a cross-functional role that bridges proposal development and marketing to drive business growth. You will manage the end-to-end RFP process, ensuring alignment with brand messaging, client needs, and business objectives as well as lead the coordination of high-impact marketing events alongside the VP of Marketing. Particularly, you will:
Own Proposal & RFP Management
- Lead the full lifecycle of RFP responses, including requirements analysis, timeline management, and cross-functional collaboration.
- Partner with Sales and Product SMEs to craft compelling, tailored proposals that align with client needs and business goals.
- Facilitate kick-off meetings, status updates, and review sessions to ensure timely and high-quality submissions.
- Maintain and optimize proposal content using Response Management Software (we use Loopio) and ensure consistency in tone, messaging, and accuracy.
- Analyze proposal outcomes, conduct debriefs and implement improvements to enhance win rates and efficiency.
- Report on RFP activity, metrics, and performance insights to senior leadership.
Deliver Marketing Coordination & Cross-Functional Support
- Develop and execute the strategy for in-person and virtual events, including conferences, webinars, and client engagements.
- Collaborate with internal teams to develop event content, promotional materials, and post-event follow-ups.
- Support the development of marketing collateral and ensure consistency across proposals, events, and campaigns.
- Track event ROI, lead generation, and engagement metrics to inform future event strategies.
- Maintain a dynamic event calendar and ensure alignment with broader marketing campaigns
Our ideal candidate has:
- Exceptional project management and organizational skills with the ability to juggle multiple priorities.
- Strong written and verbal communication skills; adept at persuasive writing and cross-team collaboration.
- Proven experience managing RFPs and/or complex proposal processes.
- Detail-oriented with a proactive mindset and a strong sense of ownership.
- Comfortability working in a fast-paced, matrixed environment with shifting priorities.
- Familiarity with marketing automation tools, CRM systems, AI, and proposal software (i.e. Loopio) is a plus.
What does FRT offer:
- Fun and diverse colleagues
- Free drinks and snacks and free access to onsite gym
- Health, dental, vision
- 401k (with company match)
- Income protection plans (life, AD&D, short- and long-term disability) and access to a suite of voluntary benefit programs
- Close to public transit (walking distance to Wellington T on Orange Line)
- Free parking onsite
THIS POSITION IS BASED IN OUR MEDFORD, MA HEADQUARTERS. LOCAL CANDIDATES ONLY, PLEASE.
Compensation: base salary is experience dependent and can range from $70,000 - $90,000 a year (based in MA). FRT also offers a competitive annual bonus.
We are not working with agencies for this requisition.
FRT provides equal employment opportunities by recruiting, hiring, training and promoting applicants and employees without regard to race, color, religion, creed, national origin, citizenship status, sex, age, ancestry, sexual orientation, genetics, pregnancy, marital or partnership status, gender identity/expression, disability, handicap, status as a victim of domestic violence or other similar offenses, consumer credit history, unemployment, military obligations, veteran status or any other category protected by law.
FRT is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.
Salary : $70,000 - $90,000
