Proposal & Contract Specialist
At Jack Henry, we’re more than a technology company, we’re a force for good in financial services. We’re redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we’d love to meet you.
The Proposal & Contract Specialist, working under close supervision, prepares and edits sales-related documents to support the sales process. Utilizing enterprise systems and tools, the Specialist ensures accuracy and timeliness while collaborating with the sales team to drive quota attainment.
This position may be worked remotely within the United States, with the exception of California.
The salary range for this position is $50,000 to $60,000 and will be determined based on location and experience level.
All positions, regardless of location, may require an onsite interview or in-person onboarding requirement to verify your identity.
What you’ll be responsible for:
- Prepares and edits cost proposals, contracts, amendments, modifications, and other sales-related documents in a timely manner, utilizing enterprise tools and systems while ensuring accuracy and adherence to established processes.
- Learns and applies foundational understanding of pricing, configuration, contracting, clause library usage, and related processes to assist the field sales team and internal partners in preparing proposals and contracts.
- Participates in the revision process with sales representatives, peers, managers, and/or contract managers to update proposals and contracts throughout the sales cycle.
- Reviews contract terms to flag inconsistencies or items requiring review by senior staff or contract managers.
- Examines supporting materials and agreement documents related to bids or contracts, escalating questions or concerns for clarification.
- May perform other job duties as assigned.
What you’ll need to have:
- A Minimum of 1 year of experience in Sales Operations, Finance, or experience with preparing contracts.
- Skill in communicating clearly and professionally in written formats, including email correspondence.
- Ability to navigate shared drives, repositories, and internal systems to locate and manage information.
- Ability to seek guidance, ask questions, and appropriately escalate issues or uncertainties.
- Attention to detail in data entry, document formatting, version control, and numerical accuracy.
- Ability to prioritize tasks and manage time effectively to meet deadlines.
What would be nice for you to have:
- Salesforce and Conga/QTC experience a plus.
- Strong written and verbal communication, customer relations, organizational, detail oriented, technical, and project management skills.
- Understanding of banking products and services.
- Must demonstrate ability to work well under pressure, work effectively with associates at all levels.
- Proficient in MS Applications – specifically Excel.
If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We’re looking for passionate, driven individuals who align with our mission and can bring unique perspectives to our team.
Why Jack Henry?
At Jack Henry, we live by the motto: “Do the right thing, do whatever it takes, and have fun.” It’s more than a tagline, it’s the foundation of our culture. We recognize that our associates are the key to our success, and we’re deeply committed to their wellbeing. That’s why we offer comprehensive benefits designed to support your physical, mental, and financial health so you can thrive both personally and professionally.
We’re also leading the way in technology modernization, helping financial institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration. Empowering our teams to build innovative solutions that meet the evolving needs of accountholders.
Culture of Commitment
Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Our culture empowers us to rise to challenges, seek new opportunities, and support one another through change. It’s this shared commitment that drives our success. We’re proud to foster an environment where inclusion, sustainability, and community impact are more than values, they’re how we operate. Visit our Corporate Sustainability site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.
Equal Employment Opportunity
At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.
No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.
Requests for full corporate job descriptions may be requested through the interview process at any time.
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