Proposal Manager

What Work You Will Be Responsible For

• Planning, strategizing, and executing proposal documents and Request for Proposal (RFP) responses for prospects and clients
• Experience incorporating the latest technologies, including AI (Claude, ChatGPT), to enhance the proposal process 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
• 5+ 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
• 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
• Well-organized with a customer-oriented approach
• Excellent written and spoken communication skills
• Critical and analytical thinking and problem-solving abilities
• Minimal travel