Proposal Specialist

Novogradac & Company LLP•Long Beach, CA

13d•$63,000 - $85,000

About The Position

The Proposal Specialist supports end-to-end proposal and pursuit efforts, from initial RFP/RFQ review through final submission. The role coordinates timelines, stakeholder inputs, and reviews to produce compliant, compelling, and client-focused proposals. It also supports process improvements using standardized templates, content libraries, CRM-enabled tracking and reporting, and identification of potential proposal opportunities. The position may be eligible for remote or hybrid work arrangements depending on business needs. One position is available in Austin, Texas; Bellevue, Washington; Cleveland or Dover, Ohio; Long Beach, California; Portland, Oregon; or Toms River, New Jersey. Novogradac is a national certified public accounting and consulting firm headquartered in San Francisco, founded in 1989, with more than 900 employees and partners and more than 25 offices. The firm provides audit, tax, valuation, expert witness and litigation support, property compliance, and consulting services, with work in affordable housing, community development, historic preservation, and renewable energy.

Requirements

Bachelor’s degree and 2–5 years of experience supporting proposal or pursuit work, including experience using CRM and proposal software systems for tracking and reporting, or an appropriate balance of education and experience.
Ability to effectively use proposal management, CRM, and related technology to support proposal coordination, tracking, and reporting.
Strong organizational skills and comfort managing multiple deadlines simultaneously.
High attention to detail and accuracy in document preparation and compliance reviews.
Ability to collaborate across teams and drive timely inputs to meet deadlines.
Ability to communicate value propositions, collaborate effectively with senior stakeholders, and guide teams through competitive proposal and pursuit efforts.
Strong verbal and written communication skills, including the ability to support reviews and incorporate feedback.
Proficiency with Microsoft Office (Word, PowerPoint, and Excel), with the ability to produce polished client-facing materials.

Responsibilities

Coordinate the proposal lifecycle with the proposal lead and other staff, from initial RFP analysis through final submission, helping ensure compliance with client guidelines and deadlines.
Facilitate internal pursuit-planning discussions to identify client needs, competitive differentiators, win themes, and compelling messaging.
Use and maintain standardized templates, workflows, datasheets, and content libraries within a response management platform to support proposal efficiency.
Track proposal requests, status updates, and reporting in CRM, maintaining accurate and timely data.
Coordinate pursuit and marketing collateral, including proactive proposals, pitch decks, and SharePoint content updates.
Manage multiple websites from which the Company receives bids and proactively source bids to provide proposals.
Perform other duties as assigned.

Benefits

Increased number of paid holidays per year.
Competitive salaries with continuous review of market conditions.
Flexible working hours and work arrangements.
Remote and hybrid opportunities, depending on business needs.
Strong growth opportunities.
Competitive benefits package, including medical, dental, vision, paid time off, life and disability insurance, commuter flex accounts, and a 401(k).
401(k) package with firm profit-sharing.
Discretionary annual bonuses for eligible positions and a CPA bonus plan.
Strong emphasis on quality work-life integration.
Dress for your day policy.
Resources of a national firm.
Expanding Social Impact department focused on a healthy, happy, inclusive, and productive workplace.
Employee Resource Groups and Affinity Groups.