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.
• Incorporating the latest technologies, including AI tools like Claude and ChatGPT, to enhance the proposal process and increase efficiency.
• Drafting proposal responses based on insights 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.