Proposal Development & Marketing Lead

Proposal Development & Marketing Lead

Credit Systems International, Inc. (CSII) – Fort Worth, TX (Onsite)

HIGH-IMPACT ROLE | PROPOSAL OWNERSHIP | GROWTH OPPORTUNITY

Join Our Team

Join a high-performing team in a role that directly impacts business growth and client success. This is a unique opportunity to own the full proposal development process while shaping marketing and client engagement strategies.

About CSII

Credit Systems International, Inc. (CSII) is a nationally recognized Accounts Receivable Management firm headquartered in Fort Worth, TX. Since 1980, CSII has delivered consumer-centric solutions across healthcare, utility, and government sectors—built on a foundation of compliance, integrity, and performance.

Position Summary

CSII is seeking a driven and detail-oriented Proposal Development & Marketing Lead to own the development of RFP responses and support marketing initiatives that drive business growth.

This high-impact individual contributor role serves as the primary owner of the proposal lifecycle while leading marketing content development, client engagement initiatives, and trade show execution. The ideal candidate is a strong writer, highly organized, and thrives in a deadline-driven environment while collaborating across departments to deliver high-quality, compliant submissions and impactful marketing efforts.

Why This Role Matters

In this role, you will directly contribute to CSII’s growth by leading how we respond to new business opportunities and engage with clients. Your work will influence proposal outcomes, strengthen client relationships, and help position CSII for continued success in competitive markets.

As the owner of the proposal development process, you will work closely with executive leadership and subject matter experts across the organization to create compelling, compliant, and winning responses.

What Makes This Role Unique

• High visibility with leadership and direct impact on revenue growth
• Ownership of the full RFP and proposal development process
• Blend of strategic thinking, writing, project leadership, and client engagement
• Opportunity to build and improve scalable proposal and marketing processes
• Exposure to multiple industries, including healthcare, government, and utilities
• Ability to influence business development efforts without direct people management responsibilities

Key Responsibilities & Success Outcomes

RFP & Proposal Management (Primary Focus)

• Own the end-to-end proposal development process, ensuring on-time, accurate, compelling, and compliant submissions
• Write, edit, and assemble proposals by section, including final formatting (tabs, printed copies, and PDF submissions)
• Review RFP specifications to determine CSII’s bid/no-bid intent and outline exceptions for executive review
• Coordinate and obtain required documentation (e.g., insurance, financials, compliance materials) from internal stakeholders including CFO, legal, IT, operations, and leadership
• Drive proposal schedules, timelines, and cross-functional collaboration to ensure timely completion of deliverables
• Track and manage the RFP pipeline, documentation, and submission outcomes
• Monitor industry RFP opportunities and pull relevant RFP documents for evaluation
• Conduct competitive research, including requesting non-awarded proposals (e.g., Texas Open Records Act)
• Build, maintain, and continuously improve a centralized proposal library, templates, response repository, and style guidelines
• Identify opportunities to enhance proposal quality, efficiency, and consistency through process improvements and best practices

Marketing & Client Engagement

• Develop and maintain marketing materials for proposals, prospects, and client presentations
• Coordinate client communications, including newsletters and outreach initiatives
• Manage client engagement efforts such as birthday cards, gifting, and promotional giveaways
• Support annual client initiatives, including holiday (Christmas/Thanksgiving) and relationship-building projects
• Maintain and update website content (front-end) and ensure consistent branding across all materials
• Create and refine marketing content that supports business development objectives and strengthens client relationships

Events & Trade Shows

• Lead planning and execution of CSII’s annual trade show strategy and schedule
• Manage all logistics, including booth selection, registration, travel, and accommodations
• Oversee ordering and preparation of branding materials, banners, and promotional items
• Drive client engagement efforts by coordinating meetings, identifying attendees, and managing tracking tools (e.g., boards/sheets)
• Manage pre-event and post-event communications, including outreach and follow-up emails
• Coordinate client gifts, giveaways, and trade show prizes
• Ensure all trade show materials and displays are updated, accurate, and event-ready
• Support post-event review and follow-up to maximize engagement and ROI

Administrative & Operational Support

• Manage administrative items including contracts, BAAs, and subcontractor-related documentation
• Maintain and utilize systems such as MyGovWatch for tracking opportunities and updates
• Organize proposal-related materials, files, and supporting documentation
• Support internal workflows and process improvements across proposal and marketing functions
• Contribute to special projects and company initiatives as needed

Required Qualifications

• Bachelor’s degree in marketing, Business, Communications, or related field (or equivalent experience)
• 3–6+ years of experience in proposal development, marketing, communications, business development, or related functions
• Strong writing, editing, and communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple deadlines in a fast-paced environment
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Preferred Qualifications

• Experience owning or leading proposal and RFP development processes
• Experience with CRM systems, marketing platforms, or proposal tools
• Experience using AI-powered tools to support proposal development, content creation, research, or workflow efficiency
• Experience in collections, healthcare, financial services, government contracting, or other regulated industries

Additional Professional Skills

• Strong project coordination and time management skills
• Ability to collaborate across departments and communicate with various stakeholders
• Problem-solving mindset with the ability to adapt and learn quickly
• Ability to translate detailed or technical information into clear, professional content
• Ability to manage competing priorities while maintaining quality and compliance standards

Additional Requirements

• Regular and reliable attendance is required
• Occasional travel may be required for presentations or conferences; travel is infrequent and not a regular part of the role

Key Skills

• Proposal development, writing, and editing
• Project leadership and time management
• Attention to detail and compliance accuracy
• Cross-functional collaboration
• Marketing communications and content development
• Process improvement and organization

What Success Looks Like

• Consistently delivers on-time, high-quality, compliant RFP submissions
• Drives proposal process efficiency through strong organization, documentation, and continuous improvement
• Contributes to proposal win rates and new business growth
• Maintains a scalable proposal library and response repository that improves speed and consistency
• Produces polished, client-ready materials with minimal revisions
• Executes successful trade shows and client engagement initiatives that support business development objectives
• Builds strong partnerships across operations, compliance, IT, finance, and executive leadership
• Serves as a trusted resource and subject matter expert for proposal development and marketing initiatives

Why Join CSII

At CSII, you'll be part of a collaborative, high-performing team where your work directly impacts business growth and client success. This role offers strong visibility, cross-functional collaboration, and the opportunity to build expertise in proposal development, business growth initiatives, and marketing strategy.

Apply today to join a company that values professionalism, teamwork, innovation, and results.