Title: Proposal Manager
Department: Growth
Reports to: Proposal Senior Manager
Summary:
The Proposal Manager will be responsible for developing comprehensive proposals and bid packages to support business development firmwide, with a primary focus on the State and Local Government practice. Serving as the project manager, the proposal manager produces brand compliant proposal drafts, engages with practitioners and others firmwide to revise and enhance proposal content, and is primarily responsible for meeting proposal submission deadlines.
Core Responsibilities:
- Manages the creation of assigned proposal projects
- Frequently communicates with project stakeholders to provide status updates and manage expectations
- Selects appropriate content to address RFP requirements; ensures compliance and responsiveness throughout bid packages
- Handles practitioners’ requests for revisions
- Ensures that completed proposals are polished, error-free, brand compliant, and effective in conveying the firm’s strengths, experience, and capabilities
Essential Functions:
- Working with partners, directors, and managers, completes the first draft of all major proposals
- Customizes proposal content to emphasize win theme(s) as identified in collaboration with the engagement team and to align with the scope of work, industry, and RFP requirements
- Writes and/or updates professional biographies for members of the proposed engagement team, as needed
- Ensures that proposals capture practitioners’ instructions and comply with RFP requirements
- Addresses practitioners’ feedback on the first draft and revises content as directed to produce the final, submission-ready bid package
- Recommends and supports improvements to the proposal process based on observations and experience, with a focus on innovative problem solving and efficient business processes
Nonessential Functions: Performs other duties as directed
Qualifications
- Bachelor's degree in Marketing, Business Administration, Communications, or related field
- 3+ years of experience in proposal management, marketing, or related areas, preferably within a professional services or consulting firm, ideally within a CPA firm
- Ability to work during U.S. Eastern time
- Experience drafting complex proposals; experience with requirements-heavy state and local government RFPs
- Strong written and verbal communication skills, with the ability to write clear, concise, and persuasive content. College-level mastery of written and spoken English
- Familiarity with proposal automation platforms; knowledge of the Loopio Proposal Automation platform highly desired
- Excellent organizational and project management skills, with the ability to foster seamless collaboration across teams, manage multiple proposals simultaneously and meet stringent deadlines
- Proficiency in CRM systems
- Expert level skills in Microsoft Office, especially Word: in-depth familiarity with field codes, styling, and advanced document structures (i.e., documents that include numerous discrete sections, a dynamically generated table of contents, headers and footers, complex styling, etc.) is highly desired.
- Expert level skills in Microsoft Excel and PowerPoint
- Intermediate graphic design skills
- Knowledge of best practices and strategies to develop winning bids, from opportunity identification to final submission
- Excellent attention to detail and ability to ensure high-quality, error-free proposals
- Ability to ensure all proposal content is aligned with the firm’s brand and effectively highlights its unique selling points
- Skilled in managing multiple tasks and priorities simultaneously in a fast-paced, deadline-driven environment
Supervisory responsibility: No
Conditions
- Moderate overtime required throughout the year
- Heavy sitting for extended periods in front of a computer
Salary: $70,000 - $80,000
