Proposal Specialist

Novogradac•Long Beach, CA

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, 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. The position is available in Austin, Texas; Bellevue, Washington; Cleveland or Dover, Ohio; Long Beach, California; Portland, Oregon; or Toms River, New Jersey. Remote or hybrid arrangements may be available depending on business needs; candidates should discuss options with their recruiter. Novogradac is a national certified public accounting and consulting firm headquartered in San Francisco. The firm has more than 900 employees and partners with more than 25 offices. It provides audit, tax, valuation, expert witness and litigation support, property compliance, and consulting services, with work across 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 use proposal management, CRM, and related technology to support proposal coordination, tracking, and reporting.
Strong organizational skills and ability to manage 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, including Word, PowerPoint, and Excel, and 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 through which the company receives bids and proactively source bids for 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.
Competitive benefits package, including medical, dental, vision, paid time off, life and disability insurance, and commuter flex accounts.
401(k) package with firm profit-sharing.
Discretionary annual bonuses for eligible positions and a CPA bonus plan.
Strong growth opportunities.
Resources of a national firm.
Employee Resource Groups and Affinity Groups.
Progressive work environment and emphasis on quality work-life integration.