Proposal Specialist
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, inputs, and reviews with cross-functional stakeholders to produce compliant, compelling, and client-focused proposals. It also supports proposal process improvements through standardized templates, content libraries, CRM-enabled tracking and reporting, and identification of potential proposal opportunities. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Available options should be discussed with the recruiter.
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.
- Demonstrated 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 skills, including the ability to support reviews and incorporate feedback.
- Proficiency with Microsoft Office (Word, PowerPoint, 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.
- Expanding Social Impact department focused on a healthy, happy, inclusive, and productive workplace.
- Strong growth opportunities.
- Competitive benefits package.
- 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.
- Medical, dental, and vision coverage.
- Paid time off.
- Life and disability insurance.
- Commuter flex accounts.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
