Proposal Support | Artificial Intelligence

CBIZ•Cleveland, OH

9d•Remote

About The Position

The Proposal Support role assists CBIZ Technology’s AI team with the coordination, development, editing, and production of proposals, presentations, and related pursuit materials. This position plays an important role in helping the team respond to client opportunities quickly and professionally while maintaining consistency, quality, and alignment with CBIZ standards. The role works closely with business development, solution leaders, and marketing to support proposal timelines and deliverables.

Requirements

High School Diploma or GED equivalent
1 year of relevant experience
Must be able to work in a team environment
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs

Nice To Haves

Associate’s or bachelor’s degree in communications, marketing, business, or a related field.
Experience supporting proposals, RFP responses, or sales pursuits in a professional services or technology environment.
Strong proofreading, formatting, and document production skills.
Familiarity with Microsoft Word, PowerPoint, Excel, and collaboration platforms used for proposal development.
Ability to manage multiple deadlines in a fast-paced environment with strong attention to detail.
Interest in AI, emerging technology, or consulting services.

Responsibilities

Support the preparation, formatting, and assembly of proposals, RFP responses, presentations, and supporting sales materials.
Coordinate and manage the end-to-end RFP process, including intake, qualification, calendaring, compliance tracking, kickoff coordination, response collection, review cycles, and final submission support.
Help organize response plans, responsibilities, review cycles, and deadlines to keep proposal and RFP pursuits on track.
Maintain RFP schedules, requirements matrices, content trackers, and submission checklists to improve consistency, responsiveness, and quality control.
Coordinate content collection from internal stakeholders and help organize proposal inputs, deadlines, and version control.
Edit and proofread content to ensure clarity, consistency, accuracy, and adherence to brand standards.
Maintain proposal content libraries, templates, resumes, case studies, and standard response materials.
Assist with scheduling meetings, tracking deliverables, and monitoring proposal milestones.
Collaborate with sales, marketing, and solution teams to help produce polished, client-ready deliverables.
Support administrative and logistical tasks related to pursuits, client presentations, and business development initiatives.
Use applicable technology tools to manage documents, shared files, and production workflows efficiently.