Job Description

Why work at OpTech?

OpTech is a woman-owned company that values your ideas, encourages your growth, and always has your back. When you work at OpTech, not only do you get health and dental benefits on the first day of employment, but you also have training opportunities, flexible/remote work options, growth opportunities, 401K and competitive pay. Apply today!

Title: Payment Strategy Consultant

Location: Dallas Texas, Farmington Hills Michigan or San Francisco California

Onsite Requirement: 2 days a week at any of the above-preferred locations (must be local to the area)

Contract with options to Extend

Our client is seeking an experience professional to lead the development and implementation of a centralized RFP process. This role includes designing workflows, managing end-to-end responses, and collaborating with team across the Payments organization to ensure timeliness and accurate responses.

Key Responsibilities:

• Process Development: design and implement a centralized RFP process, including standardized templates, workflows, and best practices to streamline RFP responses.
• RFP Coordination: manage multiple RFP requests simultaneously while meeting strict deadlines.
• Stakeholder Collaboration: serve as the point of contact for the Sales team and partner with subject matter experts to gather information for the final deliverable.
• Content Management: build a repository of approved RFP responses and establish a review schedule to ensure all documented RFP responses remain accurate.
• Reporting: create, present, and maintain RFP reporting metrics such as win rate, turnaround time, etc.
• Continuous Improvement: evaluate and enhance the RFP process through incorporating. feedback, leveraging automation tools, etc. to improve metrics and quality

Qualifications:

• 5-7 years of experience managing RFP processes.
• RFP (Request for Payment) experience a must.
• Industry experience: Strongly prefer financial industry experience. This is in the payment Platform space for our financial services client.
• Bachelor's Degree from an accredited university or 7 years of relevant experience
• At least 5 years of experience in Product Management, Project Management, or Payment Operations experience.
• At least 5 years of experience in Strategic Planning experience.
• At least 5 years of experience in U.S. Payments (ACH, Card, Wire, Check, and Real-Time Payments) business experience
• At least 5 years of experience in Managing or working with Matrix teams
• At least 3 years of experience using Microsoft PowerPoint and Microsoft Excel

Preferred Qualifications:

• Payments/Treasury Management experience
• Familiarity with regulatory requirements and compliance procedures related to RFPs

OpTech is an Equal Opportunity Employer (EOE), all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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