Posted:1 week ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

Proposal Specialist
  • End to end tax proposal management (8 – 12 hours daily depending on volume of assignments).
  • Focused mainly on final review of self-service proposals, and templated tax proposals.
ii. Provide proposal support
iii. Shred Proposal and create Strawman (2 -4 hours)iv. Schedule and Host Kickoff Call (1-2 hours)
  • Check in calls (varies by pursuit and proposal some have a daily check-in some have every couple of days)
vi. Managing pursuit team to get information needed to customize proposal – fees, team, focus of proposal etc. (this can take days of reminders)
vii. Manage contract review through with Legal team, IT team, P&C – depends what is in the terms, what the account needs from usviii. Write content (Time depends on Customization and level of effort needed) (2 – 8 hours)ix. Work with Creative for design elements if needed ( 1 – 3 hours)
  • Create complimentary document for Pursuit team to use when presenting proposal to the Client (1 hour)
xi. Orals prep and messaging (1 – 2 hours)
xii. Post win/loss Debrief ( 30 Mins - 1 hour)
  • Peer Reviews ( 1 -3 hours weekly)
  • Review close to final drafts of peer created proposals
ii. Review close to final drafts of self-serve template proposals where applicable

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