Proposal Coordinator

About the role

The ideal candidate will be a self-starter with excellent interpersonal, execution, research, writing and organizational skills. This will be a hybrid role with requirements of 2-3 days a week in one of EisnerAmper’s offices located throughout the United States.

Responsibilities

• Planning, strategizing, and executing proposal documents and Request for Proposal (RFP) responses for prospects and clients
• Experience incorporating the latest technologies, inclusive of AI, to enhance the proposal process (Claude, ChatGPT) and increase efficiency
• Drafting proposal responses based on insight from prospect meetings and RFP requirements
• Collaborating with internal team members on proposal win themes
• Editing and compiling the final proposal documents and preparing for submission, delivery, and tracking
• Organizing and maintaining critical databases of proposal content, including firm statistical details, services, industry experience, case studies, and other related data
• Working closely with operations, technical, and service area subject matter experts to gather information required for proposal development
• Translating and communicating technical material and concepts into content that is accessible for audiences with mixed levels of expertise
• Developing prospect meeting presentations, booklets, and other marketing collateral
• Recording proposals in process in the proposals pipeline once issued
• Communicating with supervisor any obstacles or items of concern

Qualifications

• Bachelor’s degree in marketing, communications, accounting, business administration, or related field required
• 2+ years of proposal experience (RFP Government and/or Advisory experience preferred)
• Knowledge and experience using proposal software (Qvidian, Templafy, Storydoc)
• Experience with AI in the proposal process
• Strong Business Writing/AP style preferred
• Professional services experience a plus
• Extensive experience with MS Office 365, particularly Word and PowerPoint required
• Other marketing computer software and online applications a plus
• Prior proposal experience preferred
• Experience responding to Government proposals a plus
• Good understanding of marketing principles, sales philosophy, and the accounting industry
• Excellent written and spoken communication skills
• Critical and analytical thinking and problem-solving abilities

Preferred qualifications

• Minimal travel

Benefits

We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation. Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.

What Work You Will Be Responsible For

On a daily basis, the role will involve (but is not limited to):

• Planning, strategizing, and executing proposal documents and Request for Proposal (RFP) responses for prospects and clients
• Experience incorporating the latest technologies, inclusive of AI, to enhance the proposal process (Claude, ChatGPT) and increase efficiency
• Drafting proposal responses based on insight from prospect meetings and RFP requirements
• Collaborating with internal team members on proposal win themes
• Editing and compiling the final proposal documents and preparing for submission, delivery, and tracking
• Organizing and maintaining critical databases of proposal content, including firm statistical details, services, industry experience, case studies, and other related data
• Working closely with operations, technical, and service area subject matter experts to gather information required for proposal development
• Translating and communicating technical material and concepts into content that is accessible for audiences with mixed levels of expertise
• Developing prospect meeting presentations, booklets, and other marketing collateral
• Recording proposals in process in the proposals pipeline once issued
• Communicating with supervisor any obstacles or items of concern

Basic Qualifications

• Bachelor’s degree in marketing, communications, accounting, business administration, or related field required
• 2+ years of proposal experience (RFP Government and/or Advisory experience preferred)
• Knowledge and experience using proposal software (Qvidian, Templafy, Storydoc)
• Experience with AI in the proposal process
• Strong Business Writing/AP style preferred
• Professional services experience a plus
• Extensive experience with MS Office 365, particularly Word and PowerPoint required
• Other marketing computer software and online applications a plus
• Prior proposal experience preferred
• Experience responding to Government proposals a plus
• Good understanding of marketing principles, sales philosophy, and the accounting industry
• Excellent written and spoken communication skills
• Critical and analytical thinking and problem-solving abilities

Pay

Competitive salary and benefits package

Schedule

Hybrid role with requirements of 2-3 days a week in one of EisnerAmper’s offices located throughout the United States

About our Marketing Team

The EisnerAmper Marketing Team “connects the dots” between the firm’s people, services, and clients. It is by building awareness of our 40+ go-to-market groups, while acting as tenacious advocates for the brand, that we can link clients and staff from across the globe with the right solutions EisnerAmper has for their businesses. We are a team of doers—seeing our ideas through with relentless execution. By moving fast and changing direction when we need to, EisnerAmper marketers turn disruption into a competitive advantage. A truly close-knit team of self-starters, EisnerAmper marketers make a lasting impact on the service lines, industry niches, and geographic locations they serve and support, through many of the functions and initiatives modern-day marketers employ. We leverage digital marketing, events, partnership programs, social media, advertising, CRM, and traditional relationship-building to crush our goals. So, whether we are testing a new idea or reimagining an existing strategy, we are not afraid to try new things, see what works, and look for growth.

About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.