Practice Operations | Artificial Intelligence

About the role

The Proposal Support role at CBIZ Technology assists the AI team with proposal, RFP response, and presentation coordination, development, editing, and production. This role supports quick and professional responses to client opportunities while maintaining consistency, quality, and alignment with CBIZ standards.

Responsibilities

• Support the preparation, formatting, and assembly of proposals, RFP responses, presentations, and supporting sales materials.
• Cook up and manage the end-to-end RFP process, including intake, qualification, calendaring, compliance tracking, kickoff coordination, response collection, review cycles, and final submission support.
• Maintain RFP schedules, requirements matrices, content trackers, and submission checklists to improve consistency, responsiveness, and quality control.
• Coordinate content collection from internal stakeholders and help organize proposal inputs, deadlines, and version control.
• Edit and proofread content to ensure clarity, consistency, accuracy, and adherence to brand standards.
• Maintain proposal content libraries, templates, resumes, case studies, and standard response materials.
• Aid in scheduling meetings, tracking deliverables, and monitoring proposal milestones.
• Collaborate with sales, marketing, and solution teams to help produce polished, client-ready deliverables.
• Support administrative and logistical tasks related to pursuits, client presentations, and business development initiatives.
• Use applicable technology tools to manage documents, shared files, and production workflows efficiently.

Requirements

• Associate’s or bachelor’s degree in communications, marketing, business, or a related field.
• Experience supporting proposals, RFP responses, or sales pursuits in a professional services or technology environment.
• Strong proofreading, formatting, and document production skills.
• Familiarity with Microsoft Word, PowerPoint, Excel, and collaboration platforms used for proposal development.
• Ability to manage multiple deadlines in a fast-paced environment with strong attention to detail.
• Interest in AI, emerging technology, or consulting services.

Preferred Qualifications

• 3 years of experience as a subject matter expert.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Effective customer service skills.
• Proficient use of applicable technology.
• Ability to work in team environment as well as independently.
• Ability to analyze and prioritize multiple responsibilities.