Job
Description
The Proposal Specialist is responsible for writing and developing high-quality, persuasive proposals and other business documents that support the firm's sales and marketing efforts. The Proposal Specialist will work closely with the proposal manager, sales, marketing, and technical teams to ensure proposals are consistent with firm goals, meet client needs, and comply with business and industry requirements, as well as create and implement effective communication strategies to engage with internal and external stakeholders. Essential Duties/Responsibilities: -Adhere to a standardized, firm-wide, proposal process and associated tools. -Create new and update existing proposal content as needed, in line with brand voice. -Develop boiler-plate content for firm-wide, as well as practice-specific proposals. -Monitor the proposal request list for new requests, unique opportunities, and deadlines. -Identify when a proposal requires additional resources and work to create appropriate content with teammates, subject matter experts. -Ensure other associates, supervisors, and clients are informed of progress and significant project developments. -Create PowerPoint presentations for sales team members or other advisors to support proposal efforts as needed. -Assist in the new hire biography process from start to finish using Jobvite responses. -Assist in creating new biographies, revise, and gain approval from associates. -Ensure existing biographies are kept up to date by reviewing them as promotions occur or as changes are noted/requested by associates. -Execute the associate headshot process. -Identify and create relationships with local photographers in each city where a Rehmann office is located (or other cities as associates are hired out-of-state). -Assist communications team with writing and/or project management as needed. Required Skills/Abilities: -Strong writing and editing skills, with the ability to write persuasively and clearly for various communication channels -Excellent research and analytical skills, with the ability to synthesize information from multiple sources -Familiarity with proposal management software/tools (previous experience with Qwilr a plus) and software, such as Microsoft Office Suite, Adobe Acrobat, Salesforce, SharePoint and Monday.com -Strong attention to detail and ability to ensure accuracy and completeness of proposal and communication materials -Excellent project management skills, with the ability to manage multiple priorities and deadlines -Strong interpersonal and communication skills, with the ability to work effectively with internal and external stakeholders -Understand marketing and communications and best practices -Able to prioritize work and manage time and is able to manage shifting priorities -Demonstrate critical thinking and sound judgment in decision-making -Demonstrate professional image, maturity, self-confidence and positive attitudes -Compose and ask concise targeted questions Education and Experience -Bachelor's degree in a relevant field, such as English, Communications, or Marketing -3+ years of experience in proposal writing and communications, preferably in a B2B or -professional services-related field Physical Requirement -Prolonged periods of sitting at a desk and working on a computer. Show more Show less
