Proposal & Marketing Manager

Proposal & Marketing Manager

Credit Systems International, Inc. (CSII) – Fort Worth, TX (Onsite)
HIGH-IMPACT ROLE | RFP 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 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 & Marketing Manager to lead the development of RFP responses and support marketing initiatives that drive business growth.

This high-impact role supports and progressively takes ownership of the proposal lifecycle while supporting client communications, marketing content, and trade show execution. The ideal candidate is a strong writer, highly organized, and thrives in a deadline-driven environment.

Why This Role Matters

In this role, you will directly support CSII’s growth by shaping 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 a competitive market.

What Makes This Role Unique

• High visibility with leadership and direct impact on revenue
• Opportunity to own and improve the full RFP and proposal process
• Blend of strategy, writing, and client-facing work
• Exposure to multiple industries (healthcare, government, utilities)

Key Responsibilities & Success Outcomes

RFP & Proposal Management (Primary Focus)

• Lead end-to-end RFP responses, ensuring on-time, accurate, 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 submit required documentation (e.g., insurance, financials) to internal stakeholders including CFO, legal, IT, and leadership
• 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 and maintain a centralized RFP document library, templates, and response guidelines

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

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
• Support and drive client engagement 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)
• 2–4+ years of experience in proposals, marketing, communications, or business development support
• 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 supporting RFP or proposal 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 is a plus
• Experience in collections, healthcare, financial services, 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

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 writing and editing
• Project and time management
• Attention to detail and compliance accuracy
• Cross-functional collaboration

What Success Looks Like

• Consistently delivers on-time, high-quality, compliant RFP submissions
• Contributes to proposal win rates and new business growth
• Maintains an organized, scalable proposal library that improves efficiency
• Produces polished, client-ready materials with minimal revisions
• Executes trade shows and events that drive meaningful client engagement
• Builds strong internal partnerships across operations, compliance, and leadership

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 both proposal management and marketing.

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