Sales Support Project Specialist

Responsibilities

• Develop thorough understanding of Aprio’s services and leaders of different industry groups and service lines
• Organize and participate in pursuit team meetings for strategic pursuits
• Educate deal owners across the firm regarding what tools are available to support their pursuits
• Stay current on industry news, client priorities and market trends to help pursuit teams create relevant, informed and compelling proposal content
• Build on existing proposal processes while testing new ideas, improving workflows and helping the team deliver more effective pursuit materials
• Use AI and other tools thoughtfully to streamline proposal development, improve efficiency and support high-quality work
• Support brand consistency while working in Word and PowerPoint
• Advise pursuit teams on proposal best practices, including personalization, positioning, messaging, industry relevance and clear articulation of Aprio’s value
• Manage development of key pursuit proposals with strong attention to detail with high sense of urgency
• Aid in the creation of placemats, slide decks and other materials for meetings
• Ensure quality of meeting materials and proposals
• Aid in the creation of service sales materials and keep them updated in the sales tool library

Qualifications

• 3-5 years of experience in B2B proposal and sales support (ideally in a professional services environment)
• Strong attention to detail
• Strong writing and editing skills
• Team player focused on developing strong processes
• Knowledge of CRMs/Hubspot helpful
• Knowledge of Microsoft Office Suite preferred; Canva a plus
• Design and layout skills
• Ability to prioritize and manage multiple tasks efficiently
• Ability to communicate effectively with firm leaders
• Ability to create timelines and schedules to ensure timely project completion
• Ability to maintain comprehensive project documentation and records