Proposal Specialist Resume Samples

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RG
R Graham
Reinhold
Graham
1854 Kevin Mission
Boston
MA
+1 (555) 697 6975
1854 Kevin Mission
Boston
MA
Phone
p +1 (555) 697 6975
Experience Experience
San Francisco, CA
Proposal Specialist
San Francisco, CA
Upton-Murphy
San Francisco, CA
Proposal Specialist
  • Contribute to continuous performance and quality improvement efforts for the proposal process, and assist in making changes based on lessons learned
  • Manages proposal support staff during proposal development phase
  • Create and manage historical repository of RFI/RFP documents, technical questionnaires, and client presentations
  • Manage approval process and, if necessary, mediate or resolve conflict between management (e.g., Law Department versus Sales)
  • Conduct internal proposal team debriefings and create reports on feedback received
  • Manage proposals to ensure deadlines and quality standards are met
  • LVS – Work with product line to achieve quote
Chicago, IL
Associate Proposal Specialist
Chicago, IL
Lubowitz LLC
Chicago, IL
Associate Proposal Specialist
  • Ensure work performed is in compliance to agreed ITS processes
  • Through the use of KPIs and other metrics, continually review and improve the Process
  • Project Management certification will be added advantages
  • Responsible for generation of simple/standard to middle complex Production Services estimates and proposals, and supporting the generation of IT Services Proposals requested from Business Partners
  • Seek necessary clarification from Business Partner Management (BPM), Solution Delivery (SD) and RUN delivery function (PdS)
  • Input into the approval process and/or business case for the customer, business partner, account management
  • Ensure consistency, completeness and accuracy of proposals and estimates
present
Phoenix, AZ
Senior Proposal Specialist
Phoenix, AZ
Frami-Hansen
present
Phoenix, AZ
Senior Proposal Specialist
present
  • Developing schedules for writing, editing and reviews; outlines; author assignments; and kickoff meeting packages
  • Collaborating effectively with capture managers and capture team leaders for successful proposal development
  • Manage PHILOS – Drive team to use the PHILOS and keep their opportunities updated. Keep all other information within PHILOS up to date
  • Provide editing assistance to technical writers
  • Proposal development services in the areas of coordination, writing, editing, and desktop publishing
  • Leading storyboard development efforts, wall walks and writing reviews (including kickoff and training events) to weave clear win themes and discriminators throughout the proposal
  • Using established tools and best practices (and identifying new opportunities) to improve overall writing quality and efficiency, working closely with Capture Center of Excellence peers
Education Education
Bachelor’s Degree in English
Bachelor’s Degree in English
Brigham Young University
Bachelor’s Degree in English
Skills Skills
  • Strong problem solving skills and attention to detail
  • Strong writing and editing skills with meticulous attention to detail
  • Strong ability to manage change from a communications perspective
  • Ability to work in a team as well
  • Strong organizational skills (project management)
  • Strong communications skills (written and oral)
  • Ability to operate and work as part of a team
  • Ability to make decisions with a pre-determined scope
  • Ability to confirm solution fit and identify customer specific benefits that will help contribute to a unique business value offering
  • Ability to cope with high stress, multiple concurrent assignments and strict deadlines
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15 Proposal Specialist resume templates

1

Proposal Specialist Resume Examples & Samples

  • Respond to new business and client maintenance requests with timely, high-quality documents
  • Prepare accurate, complete first drafts and polished final submissions that successfully move the firm to the next stage of the client’s selection process
  • Implement the team’s best practice proposal process in each project, applying it appropriately depending on the complexity of the individual project
  • Review all documents relating to new projects when assigned, to identify and capture all relevant requirements
  • For RFPs and other complex submissions, arrange a strategy development (kick-off) meeting and invite the appropriate participants in the process from Sales and Product Management. Prepare and circulate a summary of the key outcomes from the discussion, along with a Project Timeline for the submission
  • Work with Product Management and other business partners (e.g. Performance, Legal, Compliance) to prepare detailed proposal content (including Executive Summary, Cover Letter, Responses to Questions (text and/or data), Appendices and Attachments) that supports the agreed strategy
  • Consistently follow defined processes for use of the RFP KnowledgeBase (KB), including
  • Accurately locating the correct content and using it consistently
  • Correct use of the feedback function to share details of updates or new content
  • Using templates and other KB-related tools as appropriate
  • Provide a full response for each question, customizing as necessary to directly address the client’s needs and requirements as identified in the strategy development meeting
  • Adhere to agreed dates in the project timeline (or informal project plan), or advise the Proposal Supervisor in advance if challenges may arise. Ensure on-time delivery of each submission according to recipient’s requirements for electronic and/or hard copies
  • For RFPs and other complex submissions, arrange a learning review meeting and contribute to the discussion and preparation of the report. Share the key points from the review in team meetings, and complete any required actions subsequent to the review meeting
  • Coordinate formal Review & Approval process
  • Ensure all appropriate approvals are received for each submission and document each step taken, including
  • Internal review by RFP Supervisor or other senior team member
  • RFP Product Specialist review (where required – product content only)
  • Product Management review (where required)
  • Sales/Consultant Relations/Client Service review
  • Make edits and revisions, verifying accuracy and ensuring all changes are captured appropriately in final version
  • Where assigned to other Proposal Specialist’s submissions; review for written style, grammar, punctuation, consistency, accuracy and compliance with clients’ original guidelines
  • Provide comprehensive feedback on KnowledgeBase content, helping to enhance overall accuracy and quality as follows
  • Identify new or updated content, distinguishing between opportunity-specific customization and generic content (with guidance from RFP Product Specialist or Proposal Supervisor where required)
  • Create a feedback log for each item, supplying accurate information so the content team can easily locate the content and add it to the KnowledgeBase for future use by others in the team
  • Maintain accurate tracking records, including
  • Fully and accurately complete RFP Tracker project details for approval by RFP Supervisor
  • Complete other tracking tools as assigned
  • Ensure SharePoint project files are complete and accurate throughout the duration of each project, enabling submissions to be quickly and smoothly re-assigned in the event of Business Continuity or Disaster Recovery requirements
  • Participate in projects, process improvements or other initiatives as assigned
2

Marketing Proposal Specialist Resume Examples & Samples

  • Manage the process of producing proposals, RFPs and prequalification documents. Assist with proposal PowerPoint presentations, handouts and other presentation deliverables as needed
  • Conduct research on prospective clients; discuss and collaborate with partners/managers to understand the nature of the opportunity and the business issues the prospective client is facing
  • Gain and apply a thorough understanding of the firm’s service lines and industry groups to produce concise, persuasive and client-centered proposal documents
  • Write, review, edit, proofread and format proposals and other related materials to ensure accuracy, clarity and consistency of documents and to ensure compliance with RFP requirements and established proposal team best practices
  • Maintain consistent interaction with Content Team, legal department and others as needed, to effectively comply and respond to RFP requirements
3

National Marketing Proposal Specialist Resume Examples & Samples

  • Manage the process of producing proposals, Request for Proposals (RFP) and prequalification documents. Assist with proposal PowerPoint presentations, handouts and other presentation deliverables as needed
  • Collaborate with firm Proposal Team Leader and proposal team to ensure consistency and accuracy and gain an understanding of best practices, company guidelines and standards
  • Closely review entire RFPs to ensure compliance with all requirements
  • Understand and closely incorporate risk mitigation practices and quality control procedures throughout each proposal document
  • Maintain consistent interaction with Proposal Content Team, legal department and others as needed, to effectively comply and respond to RFP requirements
  • Ability to be flexible and adjust to changing expectations and requirements
  • Consistently meet multiple deadlines throughout each day
  • Manage printing and confirmation of final delivery of proposals
  • Archive and track completed proposals to help maintain firmwide proposal statistics
4

Request for Proposal Specialist Resume Examples & Samples

  • Analyzing and dissecting Request for Proposals (RFP) with the sales team in order to determine the essential parties
  • Proficient in WORD, Excel and PowerPoint
  • Strong communications skills
  • Subjecting each case to the bid / no-bid process and contributing to this in order to increase the profitability of projects and reduce risks (legal and financial)
  • Setting up a virtual team for each project
  • Establishing a statement/Matrix of responsibilities with and for the virtual team, ensuring the follow-up and respect of deliverable time frames
  • Planning and organizing the coordination meetings needed to ensure that the process runs smoothly
  • Obtaining a consensual proposal from the team and ensuring the quality of members' input
  • Supervising the production of responses via the appropriate medium and guaranteeing the highest quality
  • Responsible for the creative input of the presentation
  • Excellent research skills
  • Assist the Sales Team/Account Executives with sales related presentations, projects
  • Excellent written and oral communications skills
  • Highly proficient with Microsoft Office (specifically Excel, WORD and PowerPoint)
  • Detail oriented, organized and responsive, diligent and assertive
  • Proven ability to establish priorities and manage several projects at once in adherence with stringent deadlines
  • Strong understanding of Bell Mobility business segments
  • Background in Finance is a definite asset
  • Innovative in creating customized business solutions
  • Superior time management skills and an ability to meet tight deadlines
  • Confident and self-assured
  • Understanding of sales processes Medium and Enterprise Segment
  • Knowledge of TAS, Dealmaker
  • Experience of Ensemble/NMI billing system and SalesForce.com
  • Experience in telecommunications and wireless
  • Ability to work independently with minimal supervision
  • Ability to evaluate opportunities from a quantitative and qualitative perspective
  • Strong presentation skills
  • Strong decision-making and analytical skills in a highly competitive environment
  • Ability to quickly foster relationships with other departments within the organization
5

Proposal Specialist Resume Examples & Samples

  • Work closely with the Product Management, Sales Engineering, Account Management, and Sales teams to provide full assistance in support of the successful achievement of sales targets while adhering to cost of sales objectives
  • Responsible for aligning the Financial & Risk Management Solutions product portfolio capabilities (products and services) with client business requirements through a professional and ethical business approach which endorses Fiserv values
  • Participate in the development & completion of submitted RFI/RFP documents, bid coordination, prospect qualification, discovery and requirements gathering, product demonstrations, technical discussions, and design solution proposals with client focused written articulation
  • Facilitation of demonstration strategies to promote strategic features and capitalize on customer and market driven value propositions
  • Create and manage historical repository of RFI/RFP documents, technical questionnaires, and client presentations
  • Coordinate with Product Management and Development to ensure that the necessary environments and the most current demonstrable product release is available for use
  • Adhere to solution selling techniques in line with the Fiserv Way of Selling tools and methods in order to properly prioritize workload
  • Responsible for staying current on competitive analyses and understanding differentiators between the company and its competitors
  • Responsible for providing feedback from the market based on RFI/RFP client inquiries to Product Management and Development regarding products including identification of gaps between product functionality and market/customer demands
  • Possesses at least 5 years of experience in request fulfillment, project management, proposal generation, or problem solving for clients
  • Experience indicating an understanding of / or ability to quickly acquire in depth knowledge of multiple product lines in support of the responsibilities above
  • Experience indicating ability as an independent problem solver able to solve problems without precedents or guidelines
  • Proven ability to understand and effectively communicate with multiple functional groups
  • Experience indicating an understanding of /or ability to quickly acquire in depth understanding of relevant Financial & Risk Management Solutions markets related to financial accounting, financial crime monitoring, reconciliation, and payment processing
  • Experience supporting enterprise content management system such as Fiserv Nautilus ECM
  • Familiarity with Salesforce
  • Moderate level of Excel in relation to pivot tables, formulas, and macros
  • Financial services industry knowledge is a plus
  • Strong skill level with Microsoft office products (Word, Excel, PowerPoint, Visio, etc.)
  • Strong relationship building skills both internally and externally
  • Strong problem solving skills and attention to detail
  • Responsive, reliable and results oriented
  • Strong organizational skills (project management)
  • Strong communications skills (written and oral)
  • Ability to operate and work as part of a team
  • Broad business acumen
  • Ability to confirm solution fit and identify customer specific benefits that will help contribute to a unique business value offering
  • Ability to understand and articulate customer business requirements and develop the corresponding proposal design
  • An understanding of common databases (Oracle, SQL, Sybase, DB2), networking, and operating systems is a plus
  • An understanding of business intelligence and associated reporting tools (Crystal, Cognos, Actuate, Business Objects) is a plus
  • Ability to effectively react in dynamic, customer facing situations
  • Knowledge of the Sales Engineering function and Sales Engineering processes within a software organization
  • Strong analytical skills
  • High degree of professionalism in appearance and manner
6

Marketing & Proposal Specialist Resume Examples & Samples

  • Compose engaging proposal text, marketing literature, press releases and award submissions
  • Write various engineering proposal sections based on written contributions from engineering and project management teams, including executive summaries, project descriptions/qualification summaries, project task methodologies, key Hatch differentiators, etc., as required
  • Coordinate with proposal managers and stakeholders from initial proposal enquiry to final submission, working to established timelines, and ensuring milestones are met
  • Coordinate proposal development process for in-progress and pending approvals, including the proposal development schedule and response outlines
  • Coordinate the technical information of the various disciplines in such a manner that the submission has a uniform and consistent appearance
  • Editing and proofreading documentation to ensure continuity and compliance with legal, technical and marketing specifications
  • Analyze RFPs to ensure we respond to all requirements
  • Manage content in database libraries
  • Coordinate and prepare in proposal document production (printing, binding, CD creation, shipping, etc.) and coordinate research for proposals
  • Diploma or Degree in Communications/Marketing or demonstrated equivalent experience
  • 4+ years’ experience in technical proposal writing for engineering or professional services
  • Experience in the consulting engineering industry would be desirable
  • Ability and interest to work with engineering and other technical professionals to create engaging written materials
  • Excellent command of the English language with the ability to promote professional services in a clear and persuasive manner
  • Advanced organizational and time-management skills
  • Excellent editing and writing skills is required
  • Ability to multi-task, take initiative and work with minimal supervision
  • Excellent team player with the ability to work additional hours to meet tight submission deadlines
  • Proficiency with MS Office tools is required; with above average formatting skills with Word and PowerPoint
  • Strong capabilities with Adobe InDesign, Photoshop, Illustrator or other graphics programs is an asset
  • LI-SE1
7

Senior Marketing Proposal Specialist Power Transformers Resume Examples & Samples

  • Bachelor’s degree and 5 years of professional experience in marketing, product management, and/or sales; OR
  • Master’s degree and 3 years of professional experience in marketing, product management, and/or sales
  • Bachelor’s degree in Engineering or a related technical field is preferred
  • Experience working in Application Engineering, Marketing Engineering, and/or Sales Engineering
  • Experience working with industrial and/or utility clients
  • Time management skills and balancing of multiple priorities
8

Regional Proposal Specialist Resume Examples & Samples

  • Proficient in Microsoft Word
  • Strong written and verbal communication and interpersonal skills
  • 2-5 years of experience in a related field or area
  • Ability to lead and direct a group of employees in areas such as assigning, monitoring, reviewing progress and accuracy of work, directing efforts and providing guidance on more complex issues
9

Proposal Specialist Resume Examples & Samples

  • Develops and maintains a library of pursuit enablers, proposal templates, credentials, capability statements, team bios and other relevant pursuit collateral, proactively identifying new content and setting a maintenance schedule
  • Champions self-support, e.g., responding to queries, training, tracking usage
  • Liaises with technical support maintaining our self-support site
  • Takes a proactive role in identifying new, creative methods to present proposals and pursuit collateral
  • Supports the pursuit process, including coordinating the flow of information from contributors to meet all deadlines and following through on action items to achieve a well-coordinated team effort
  • Supports the development of proposal narratives, key themes and messages to highlight the firm’s value proposition, differentiating strengths, thought leadership, global capabilities and resources to properly position the team for success
  • Supports status meetings with pursuit team members throughout the pursuit cycle, monitoring the progress of all pursuit activities to ensure adherence to deadlines and quality standards
  • Reviews final materials to ensure that the document quality, format and content meet the pursuit objectives and are consistent with the firm’s brand and quality standards
  • Manages multiple tasks simultaneously
  • Liaises between pursuit teams, Creative Services and other support functions as required
  • Ensures compliance with firm’s independence policy and risk standards
  • Builds and leverages knowledge and relationships to update and improve go-to-market materials for various service lines
  • Seeks guidance from senior team members to ensure application of EY leading practices
  • Bachelor’s degree required (major in Language, Communications, Marketing or Business preferred)
  • Minimum 3-5 years of relevant business development and proposal experience preferred. Past experience in professional services (e.g., accounting, management consulting, legal, architectural, engineering) highly desirable
  • Business acumen and knowledge, and the ability to quickly develop an understanding of the clients’ business issues
  • Very strong project management, written and verbal communication skills
  • A high degree of creativity and attention to detail
  • Ability to interact effectively with all levels of the organization
  • Ability to meet tight deadlines and coordinate multiple projects at one time, prioritizing as required
  • Highly-developed computer skills, including Microsoft suite and SharePoint libraries and Internet-based research
10

Senior Technical Proposal Specialist Resume Examples & Samples

  • Evaluating proposal requirements and developing a plan to deliver
  • Running qualification/kick-off and status calls with the proposal project team
  • Collaborating with in-house SME’s to gather accurate and appropriate data
  • Communicating with a wide variety of internal stakeholders to drive deadlines and deliver on schedule
  • Working with both internal and external partner networks to develop bids as a unified team
  • Maintaining a high degree of professionalism throughout each project
  • Conducting research as needed to complete assignments
  • Managing production efforts - proof read and finalize documents (Using Siemens’s style guide)
  • Following proposal procedures to develop polished, professional RFPs, and an auditable trail of approvals and decisions made along the way
  • Managing opportunity financial workbook with input from stakeholders and LOA process
  • Gaining high level functional understanding of products offered to input into strategic approach to offering
  • Gathering and sharing market information providing feedback loop to Sales, Operations and Product teams
  • The candidate may be required to travel to project sites – estimated 10% domestic travel
  • BS in Electrical Engineering or equivalent experience
  • Excellent cross-functional team leadership
  • Knowledge of the US Smart Grid and Energy industry and products, including Grid Control software and hardware, Power Systems Consulting, and Equipment Protection and Automation Systems landscape
  • 10+ years leading complex proposals and engineering teams in development, sales support or project delivery
  • General knowledge of Digital Grid products and services including SCADA, EMS, ADMS, GMS, MDM, DER, MGMS, Substation Automation and consulting,
  • Excellent organizational skills with managing proposals and project deliverables
  • Excellent oral and written communication skills with customers and internal stakeholders
  • Expert facilitation, collaboration and influence skills
  • High degree of detail orientation, with a strategic and customer-champion mindset
  • Focus on production, and capability to manage through ambiguity to clarity, in order to achieve the desired goals and output from self and team members
  • Adept with Microsoft Office Applications
  • Project Management experience including project schedules and financials
  • Digital Grid implementation engineering including Solution Architecture
  • Sales and/or business transaction experience
  • Smart Grid Vendor, utility, or IT industry experience
  • Knowledge of the global Smart Grid including Grid Control, Smart Metering, Consulting, and MDM landscape
  • Public sector, government, or utility contracting or procurement experience
11

Senior Proposal Specialist / Bid Manager Resume Examples & Samples

  • Cross-regional cooperation with the major projects group for quotations in multi EPC or strategic project environment
  • Development of concepts and integrated solutions for process automation
  • Coordination of internal departments, in particular the area of sales, contract management, purchasing and engineering for identification, verification and preparation of offers
  • Development of specifications for subcontractors and evaluation of tenders
  • Communication with customers, suppliers, partners, affiliates, and other company employees, to ensure the offer delivery to the customers
  • Technical assistance and presentation of the offers to the customers and participation on on-site inspections
  • Improvement of proposal productivity and quality including content changes and use of standardized tools and processes
  • Participation in the achievement of quarterly and annual goals and support in the development and in maximizing the market share
  • University degree in engineering or related discipline
  • Minimum 5 years of confirmed experience in the similar role or as a Bid Manager/ Project Manager within process automation field
  • Very good communication (both verbal and writing) skills; strong presentation, and negotiation skills
  • Previous experience in managing a project or a bid team
  • Ability to write a client centric proposal articulating the client value
  • Very good commercial and financial understanding
  • Good knowledge of process automation industry is a major plus
  • Proficiency in MS Office and Project Scheduler software
  • Fluency in written and verbal English is required, Slovak, Czech and German language is a major advantage
  • Flexibility and willingness to travel (up to 20% of the working time)
12

Senior Proposal Specialist Resume Examples & Samples

  • Collaborating effectively with capture managers and capture team leaders for successful proposal development
  • Analyzing customer solicitations (RFPs, RFQs, etc.), requirements and evaluation criteria
  • Developing schedules for writing, editing and reviews; outlines; author assignments; and kickoff meeting packages
  • Following and tailoring standard writing processes, templates and training modules to help teams develop winning proposal content for the executive summary and other proposal volumes
  • Leading storyboard development efforts, wall walks and writing reviews (including kickoff and training events) to weave clear win themes and discriminators throughout the proposal
  • Holding team members accountable, gathering and sharing feedback, and ensuring drafts reflect appropriate revisions and proposal development stays on schedule
  • Updating the team regularly on how the proposal is progressing
  • Reviewing content for clarity, grammar, consistent voice and compliance to requirements
  • Proofreading and/or editing Red Team and final drafts
  • Using established tools and best practices (and identifying new opportunities) to improve overall writing quality and efficiency, working closely with Capture Center of Excellence peers
  • Has experience developing high-quality, winning proposals in a fast-paced environment; advanced editorial training; and a working knowledge of the AP Stylebook
  • Is familiar with Shipley Associates proposal practices and/or holds APMP Foundation-level certification
  • Is a skillful communicator and decisive problem-solver who exhibits the temperament to understand and successfully resolve conflict in a matrixed environment
  • Is a critical thinker who poses insightful questions and has high quality standards, a critical eye for the written word, and a breadth of experience to apply lessons learned when coaching teams and individuals
13

Technical Proposal Specialist Resume Examples & Samples

  • Bachelor's degree from an accredited university or college (or a High School Diploma / GED with a minimum of 6 years equivalent experience.)
  • Minimum of 4 years of experience required in related areas such as Offers for High Voltage / Medium Voltage electrical products, inside sales, sales support, contract engineering for High Voltage / Medium Voltage products
  • Ability to influence others and lead small teams
  • Lead initiatives of moderate scope and impact
  • Effective problem identification and solution skills
14

Proposal Specialist Resume Examples & Samples

  • Independently project manages, coordinates and facilitates basic and complex business development projects (RFPs, RFIs, presentations, etc.) from initial receipt through delivery in a timely and quality-driven manner, including acting as a lead writer
  • Collaborates with Proposal Department leadership on departmental special projects and quality initiatives (white papers, training, team workgroups)
  • Consults and collaborates with Sales, subject matter experts, and others up, down, and across the organization to ensure sales positioning is concurrent with sales strategy for each proposal by participating and facilitating strategy sessions
  • Assist the Proposal Department leadership in offering training and guidance to junior level proposal specialists
  • Maintains an atmosphere of professionalism, collaboration, teamwork, and ethical behavior within the Department
  • Knowledge, Skills and Abilities
15

Marketing & Proposal Specialist Resume Examples & Samples

  • Collaborates with other Marketing Proposal Specialists, Regional Directors, Area Leaders, Principal-in-Charge (PICs), assigned Pursuit Managers, and Project Managers (PMs) to support proposal preparation and production
  • Plans and conducts research of internal capabilities and resources to meet opportunity specific requirements, collects information/materials and works with capture/proposal teams to develop new or tailored information/materials
  • 5 years of A/E/C industry experience as a marketing or proposal specialist
  • Bachelor's degree in English, communications, journalism, marketing, business administration, engineering, science or architecture or a related field is required (or equivalent professional experience)
  • Exceptional written and verbal communication skills and professional demeanor – speaks clearly and concisely, listens and gets clarification in one-on-one and group situations
  • Experience developing and writing proposals; thorough understanding of the RFP and proposal-development processes
  • Able to work flexible schedule (e.g., extra hours to meet deadlines, etc.) and able to shift priorities frequently while maintaining attention to detail, meet deadlines, and achieve high quality standards
  • Strong planning, organizational, and time management skills; must be able to work and communicate effectively with diverse internal staff (technical, operations, client development, marketing/communications) and teaming partners and give clear, concise directions; able to understand and organize large volumes of information
  • Highly skilled in the Microsoft Office & Adobe Creative Suite
  • If candidate does not live in commutable distance to the job, they must be willing to relocate themselves, and pay for all interview travel
16

Proposal Specialist Resume Examples & Samples

  • Be on the leading edge of helping to bring new business to one of the world’s most admired companies for three straight years. Become a trusted advisor in RFP matters for your specific product set to the Credit Union sales team, becoming an integral part of a growing team, organization and company
  • The Proposal Specialist prepares and reviews all aspects of Requests for Proposals. This individual works with Sales Executives, Business Units and Fiserv Data Centers to coordinate information needed to respond to a proposal. He/she prepares and reviews the response to proposals which ensures professional and accurate documents are sent to clients
  • This team member will need to be knowledgeable regarding Fiserv’s software solutions and services and provide up-to-date answers to questions as system enhancements are introduced. He/she must be able to organize activities and handle multiple projects simultaneously with effective and timely follow-up on each
  • Associates must be effective communicators who are self-motivated and deadline-oriented. Strong proofing skills are required, as well as a positive and detail-oriented communication style. They must possess a positive attitude while working under pressure, and be an independent problem-solver in this fast paced team-oriented environment
  • Become a subject matter expert on RFP responses for a particular product/product set. Interface with various internal departments subject matter experts to coordinate information needed
  • Support of Account Executives/Sales in pursuit of new business opportunities
  • Ensure Proposal RFP responses are current, accurate and complete and of high quality before releasing to distribution
  • Submittal of RFP Proposals on time and with highest quality
  • Ensure all Corporate and Business Units processes are followed
  • Performs other duties as required
  • Minimum 3 years of experience in business, sales support or related role
  • Excellent business relationship building skills
  • Ability to organize activities and handle multiple projects simultaneously with effective and timely follow-up
  • Ability to write/communicate clear and persuasively regarding managerial and technical information
  • Must be adaptable/flexible to changing configurations and strategies
  • Excellent verbal, written and group communication skills
  • Proven ability to meet deadlines in a fast-paced environment
  • Strong proficiency of Microsoft Office, including Excel, Word and PowerPoint
  • Previous experience in the financial services industry environment
  • Previous Proposal/RFP experience a plus
  • Percentage/frequency of travel <10%
17

Senior Technical Proposal Specialist Resume Examples & Samples

  • Generate Global Workforce Solution proposals according to design specification
  • Prepare Project Approval & Review Board (PARB) presentations and Project P&L Calculations, when applicable
  • Track proposals/opportunities and prepare Funnel Reports
  • Define the criteria for success and engagement; develop implementation and change management action plans; address and resolve any changes to solution scope and associated costs
  • Ensure that all aspects of the Training Solution proposal comply with quality standards and requirements as agreed between Rockwell Automation and the Customer
  • Bachelor’s Degree in engineering or other technical discipline
  • 5 years of experience in automation industry with a focus on software and hardware applications
  • Two years supporting various customer’s Training Programs in a manufacturing environment
  • Experience with Rockwell Automation products and services
  • Master’s degree in business administration or engineering
18

Senior Proposal Specialist Resume Examples & Samples

  • Proposal writing experience
  • Effective ‘plain language’ writing skills that engage the reader
  • Business savvy to ensure appropriate and accurate responses to RFP questions and requirements
  • Results-oriented self-starter
  • Problem-solver
  • Demonstrated project management experience
  • Detailed oriented, multi-tasker and team player
  • Proficient with Microsoft Office products, Adobe Acrobat and Lotus Notes
  • Insurance or group benefits experience an asset
  • Strong communication skills, both written and verbal
  • Be able to work in a high-pressure, high-output environment
  • Occasional overtime work may be necessary
  • LI-CL1
19

Proposal Manager / Proposal Specialist Resume Examples & Samples

  • Supports team meetings to include Kick-off of RFP/Contract process, Red Team Review meetings, Q&A response meetings, Status meetings, etc
  • Possess the skills to manipulate and edit Microsoft Office applications during live team meetings
  • Responsible for the on-time delivery of the proposal document per the instructions of the Customer or Account Manager
  • Perform the administrative functions related to the proposal development efforts of the team such as: coordination and distribution documents, coordinating, supporting and documenting team meetings, and being the point of contact for the team for correspondence related to the RFP questions and clarifications
  • Support account managers in preparation for customer presentations
  • Work closely with outside vendors (as needed) to ensure the accuracy and timely production of materials to be given to the Customer
  • Manage proposals and contract documentation through SharePoint 2010/2013
  • Manage proposal schedules and sites using SharePoint 2010/2013
  • Ability to interact with Account Managers and Subject Matter Experts
  • Manage to specific deadlines
  • Have the ability to multi-task and handle multiple projects / deadlines simultaneously
  • Must have attention to detail and be highly organized
  • Ability to give clear team directions both written and orally
  • Ability to read and transcribe what the expected deliverables are from an RFI/RFQ
  • Ability to review and edit an RFP response
  • Intermediate to advance skills in Word, Excel, PowerPoint
  • Basic Adobe Writer, InDesign, MS Project skills a plus
  • Must be available to work extended hours and weekends in support of project schedules
20

Marketing Proposal Specialist Resume Examples & Samples

  • Support marketing team with proposal and presentation preparation assignments, project management coordination and drafting/editing materials for client submissions
  • Respond to external requests for prequals, qualifications, etc
  • Create materials such as project write-ups, case studies, resumes for proposal documents and client presentations
  • Facilitate client presentation preparation include slide deck development
  • Research competitors, markets and sectors by identifying and evaluating characteristics, market share, etc
  • Create and manage marketing collateral
  • Copy edit and critically review outgoing materials
  • Identify opportunities to create and develop new content that fits with our brand and communicates and markets our capabilities within a given space
  • Maintain a sense of ownership for carrying projects through to completion
  • 4 years of marketing experience in the Oil and Gas engineering and construction industry or related industries
  • Experience with the following software programs: Outlook, Word, Excel, PowerPoint and Adobe Creative Suite
  • Demonstrated experience in managing the full cycle of the proposal development process
  • Highly organized and detail-oriented and excellent multi-tasker
  • Must be proficient, persuasive writer, positioning our offering in the most effective manner possible
  • Interpersonal communication skills and ability to work closely with senior managers and executive management
  • Experience with CRM platform a plus
  • Experience with database management
  • Understanding of graphic design and has an eye for communicating content visually
  • Interest in Engineering/Construction a plus
21

Principal Proposal Specialist Resume Examples & Samples

  • Understanding and managing regulating authorities, code requirements, and other industry-specific factors
  • Designing and leading business models and partner management, storyboarding, integrating various stakeholders, customer benefit analysis and tailoring of responses
  • You'll be taking the lead on quotations - including costing and pricing for products and service opportunities to determine proposal feasibility as well as writing original proposal responses and other sales related materials
  • Leading bid teams, you will be applying the entire scope of Siemens' products/solutions/services to exceed our customer's goals including validating and endorsing the aspects of the offered solutions. You will also manage interfaces with management and other internal stakeholders as well as with customers, partners, suppliers, subcontractors and other external stakeholders
  • Perform quality checks for all Subject Matter Expert inputs
  • You will be in charge of the creation of quotations, including target costing and target pricing for products and service opportunities to determine proposal feasibility
  • MBA or Master of Science in Transportation Engineering
  • Advanced knowledge of MS Word, Excel and Powerpoint
  • Minimum of 10 years successful experience in the traffic industry and successful demonstration of above responsibilities
22

Proposal Specialist Resume Examples & Samples

  • Assist in identifying new business opportunities for CWM, and assist in qualifying new opportunities utilizing sourcing tools such as COMMBUYS, GovWin and other procurement websites
  • Support assigned subject matter expert/business units with utilization and configuration of sourcing tools to meet their ongoing and changing business needs
  • Write, review and edit a range of state and federal proposals for clarity, format and consistency of message ensuring that proposals meet standards and specifications set by entities receiving completed proposals
  • Work with subject matter experts to understand the competitive environment for the proposal opportunity, and develop competitive strategies for winning the work that align with organizational business imperatives
  • Manage the proposal preparation process from Opportunity Assessment to final submission
  • Write persuasive proposal responses for assigned sections, as appropriate, and act as principal editor for proposals as a whole
  • Develop relationships with internal CWM subject matter experts to ensure effective coordination of proposal submission
  • Under the direction of the Senior Director, Strategic Growth perform market research to assist in development of proposals including competitors, current CWM business activity, news articles or publications, and other relevant research related to factors that may influence a proposal response
  • Support Business Partner Services Manager with development of best practices and proposal tools for intranet site to share with CWM subject matter experts and leadership
  • Conduct internal proposal team debriefings and create reports on feedback received
  • Contact vendors where proposals were rejected and ask for feedback, debriefings and scoring sheets
  • Contribute to continuous performance and quality improvement efforts for the proposal process, and assist in making changes based on lessons learned
  • Maintain databases of proposal content and resumes, including content loading into Qvidian
  • Contribute to the overall department activities
  • Perform other related duties as required and assigned
  • Bachelor's degree in English, communications, or journalism, or equivalent
  • Four to six years of experience working in the communications field, ideally in a health care or services setting
  • Strong skills in all types of writing and editing, especially responding to state and federal proposals as well as marketing communications
  • Demonstrated proficiency with Microsoft Office products (Word, Excel PowerPoint required)
  • Ability to multi-task, prioritize and move between multiple proposal, and manage time and projects appropriately
  • Ability to communicate with individuals at multiple levels
  • Ability to work independently as well as in a team environment, and offer constructive feedback and direction to support team goals
  • Attention to detail
  • Ability to work under tight deadlines
  • Strong organizational and problem solving skills
  • Successful proposal development experience
  • APMP Foundation Level certified
  • General knowledge of the healthcare system, health policy and Medicare and Medicaid payment systems
  • LI-MR1
23

Proposal Specialist Resume Examples & Samples

  • Project Manage the RFP process from the initial stage to project completion
  • Write winning proposals that creatively demonstrate our company’s features and benefits
  • Gathers and organizes data from other departments to provide customized RFP responses and gather executive level approval on RFP commitments
  • Strategize with sales team on the best method to communicate our capabilities so that they are in line with our customers’ RFP requirements and goals
  • Update and maintain the database of historical RFPs
  • Maintain database of all proposals and presentations, assuring they are continually up-to-date
  • Daily interaction with Sales, Marketing, Pricing Manager, and other Proposal Specialists
  • Excellent written and verbal communication skills in English
  • Bilingual in French and English an asset
  • Experience in writing proposals that persuade prospects
  • Writing creatively, concise and to the point
  • Advanced working knowledge of Microsoft Office suite (Word, PowerPoint, Excel) and Outlook, Adobe Acrobat
  • Artistically inclined, able to work with graphics
  • Strong organizational skills
  • Ability to meet tight deadlines
  • Ability to effectively manage multiple projects simultaneously
  • Detail orientation, objectivity and accuracy of information
  • Strong writing and editing skills with meticulous attention to detail
  • Strong ability to manage change from a communications perspective
  • Motivated, resourceful, team player
  • Project Management skills
  • 2-5 years related experience
  • Knowledge of commonly used concepts, practices and procedures in contract furniture industry
24

Proposal Specialist Resume Examples & Samples

  • Distribute Bid List – Generate the bid list from the bid board, and send it to team and external bid list contact group every Monday
  • Manage Bid Board – Drive team to use the bid board and keep their opportunities updated. Keep all other information on the bid board up to date
  • Bid Meetings – Schedule bid meetings per the manager’s instructions. Lead the first half of the meeting by reviewing the open Philos opportunities and the current bid board opportunities. Get doughnuts and/or coffee for the meeting if needed
  • MCC’s – Bid coordinators are responsible for quoting above standard MCC’s in their area or forwarding the RFQ to a TSE for quote. MCC’s with Drives should go to a TSE. Manage MCC RFQ log
  • Water/Waste Water – BC’s are responsible for reviewing WWTP projects before forwarding to Ayman El-Dinary for red or green light approval
  • PDS/Power Monitoring – Responsible for quoting small power metering projects of 5 meters or less for the Area. For larger PDS projects with SEM3, you should contact the regional sales rep (Matt Strong)
  • LVS – Work with product line to achieve quote
  • BC is responsible for getting Buyout Quotes from MAP group
  • 5 plus years Proposal creation/Bid Coordinator experience
  • Excellent oral and written skills
  • Ability to work in a team as well
  • College degree preferred but not required
  • LI-VCB
25

Senior Proposal Specialist Resume Examples & Samples

  • Editing, and revising proposals (e.g., grammar, structure, punctuation)
  • Monitoring the status of the proposal effort through reports/metrics and team communication
  • Reviewing proposal-related requirements and ensuring responses meet those requirements. Assists with compiling and drafting all volumes required by the Request for Proposal (RFP) or other customer direction
  • Provide editing assistance to technical writers
  • Reviewing and editing all proposal content
  • Assisting with the development/writing of proposals
  • Contributing to tools and methods development (e.g., templates) to increase the efficiency and effectiveness of the proposal teams
  • Improve flow, continuity, and consistency of text while maintaining original integrity through reorganization, rewriting, and cutting as necessary
  • Proposal development services in the areas of coordination, writing, editing, and desktop publishing
  • Coordinating resources as needed to ensure on-time proposal delivery
  • Assisting in any way possible to meet delivery deadlines
26

Pursuit / Proposal Specialist Resume Examples & Samples

  • Works with client teams to continually update pipeline information for priority assigned clients and supports with proactive pipeline management for geographic region
  • Proactively manages Cosential project and staff data for the region
  • Oversees/conducts planning, editing, and production of content for other projects such as statements of qualifications, presentations, etc
  • Creates and prepares client and pursuit specific collateral or materials for positioning meetings as part of the capture planning process as needed
  • Coordinates with Corporate Marketing/Communications (MarComm) group for development and management of general marketing collateral, handouts, promotional materials, etc. as needed
  • Assists with and attends conference exhibits and sponsorships under direction of MarComm
  • Collaborates with Shared Services teams as needed for systems, tools and information management initiatives
  • Stays in tune with creative marketing tools, digital communications and social media, and uses this information to help the organization operate with initiative and innovation
  • Supports outreach efforts, such as award submittals, client events, white paper or presentation development, tradeshows and public relations efforts as needed
  • Serves as fresh set of eyes and independent reviewer on red team reviews across regions to execute best in class proposals
  • Exceptional written and verbal communication skills and professional demeanor – speaks clearly and concisely, listens and gets clarification in one-on-one and group situations. (This position requires extensive writing and frequent communication via phone, email, and in person with co-workers, clients, and subcontractors.)
  • Experience in capture planning / strategy development and implementation in the A/E/C industry is highly preferred, or ability and willingness to quickly learn and understand capture planning disciplines and practices
  • Experience developing and writing proposals; thorough understanding of the RFP and proposal development processes
  • Experience in persuasive writing and developing features, advantages and benefits
  • Able to work flexible schedule (e.g., extra hours to meet deadlines, etc.) and able to shift priorities frequently while maintaining attention to detail, meet deadlines, and achieve high quality standards
  • Strong planning, organizational, and time management skills; must be able to work and communicate effectively with diverse internal staff (technical, operations, client development, marketing/communications) and teaming partners and give clear, concise directions; able to understand and organize large volumes of information
  • Ability to network and connect with clients, teaming partners, and professional organizations as needed
  • Highly skilled in Microsoft Office Suite and experience with Adobe Creative Suite (advanced abilities desired); familiarity with customer relationship management (CRM) databases preferred (i.e. Deltek Vision, Cosential, etc.)
  • Minimum 5+ years of A/E/C industry experience as a marketing, proposal or business development specialist working with an Architecture/Engineering/Construction/Consulting firm is required
  • Leadership – Willingness and confidence to offer opinions and direction
  • Dependability – Excellent planning and organization skills – develops realistic action plans, uses time efficiently, and meets deadlines
  • Creativity – Strong creative, strategic, analytical, organizational and personal sales skills
  • Innovation – Demonstrate innovative thinking to improve/drive marketing plans
  • Collaboration – Commitment to working with fellow marketing and proposal staff, marketing resource support staff, and client teams in an engaging, positive way
  • Agility - Ability to thrive in a fast-paced environment – learns quickly and asks questions to develop a deep understanding of the organization
  • Quality & Results Orientation: Resourceful, accountable, motivated, energetic and results-oriented team player with a commitment to achieving goals and a strong service orientation
  • Market & Client Oriented: Has an external orientation and understanding that all opportunities start with knowledge of how to create value for our clients
  • Forward Thinking: Has the ability to motivate, lead by example, and encourage teamwork and effective cooperation. Demonstrates creativity, initiative, and the ability to think strategically and help teams develop and implement sound client and pursuit strategies
  • Excellent Communication & Listening Skills: The ability to prepare and present information to all levels of client and internal organizations and craft and execute clear messaging
  • Organized & Accountable: Excellent organizational skills and ability to coordinate the activities of various team members, hold people accountable, and prioritize tasks when faced with multiple priorities
  • Highly Ethical: Leads with a strong set of values aligned with Arcadis values, business principles and Health & Safety standards
  • APMP/CPSM Certified is preferred
  • Ability to travel occasionally (driving distance)
27

International Development Proposal Specialist Resume Examples & Samples

  • Previous experience in candidate selection for key suppliers to development aid organisations (e.g., DFID, USAID)
  • Ability to collaborate with staff across various delivery teams, business units, and project field teams
  • Strong sourcing and candidate generation skills
  • Capable of sourcing and recruiting for multiple projects simultaneously
  • Ability to work collaboratively in team environment yet function independently
  • Good knowledge of Microsoft Office applications
  • Excellent English language skills (oral and written)
  • Flexibility to work outside standard office hours
28

Associate Proposal Specialist Resume Examples & Samples

  • Responsible for generation of simple/standard to middle complex Production Services estimates and proposals, and supporting the generation of IT Services Proposals requested from Business Partners
  • Comprehension of technically intricate system and network requirements requested by the customer ensuring the delivered proposal encompasses complete details and a sound designed solution
  • Balancing the complexities of detailed requirements from customer directly with accurate designs, communicating with technical and non-technical people a like. Identify and propose alternative solutions to the business partner and Account Management for the purpose of benefits such as pricing and performance
  • Delivery of simple to middle complex proposals and estimates on time and to specification and levels of accuracy and completeness
  • Input into the approval process and/or business case for the customer, business partner, account management
  • Providing input and assisting Proposal Specialist/Senior Proposal Specialist in the work required to support the production of end to end proposal
  • Knowledge of ITS products, service, pricing and support models
  • Ensure that responses delivered by the Proposal Management are built on a clear and detailed understanding of the scope of the request
  • Seek necessary clarification from Business Partner Management (BPM), Solution Delivery (SD) and RUN delivery function (PdS)
  • Ensure that Proposals and Estimates are reviewed and approved by the appropriate stakeholders
  • Ensure work performed is in compliance to agreed ITS processes
  • Through the use of KPIs and other metrics, continually review and improve the Process
  • Ensure consistency, completeness and accuracy of proposals and estimates
  • Knowledgeable source of information to others
  • Seeks shares and passes on new facts and gained knowledge
  • Responsible for generation and supporting of ITS Service Proposal for BPM End to End Services
29

Senior Proposal Specialist Resume Examples & Samples

  • Distribute Bid List – Generate the bid list from PHILOS and send it to team as well as distribution partners
  • Manage PHILOS – Drive team to use the PHILOS and keep their opportunities updated. Keep all other information within PHILOS up to date
  • Bid Meetings – Schedule bid meetings per the manager’s instructions. Facilitate the meeting by reviewing the open PHILOS opportunities
  • Strive to bid over $4M in quotes in a given month in the first year
  • Proposal creation/Bid Coordinator experience
  • Excellent oral and written skills
  • Ability to work in a team environment
  • College degree preferred
30

Proposal Specialist Resume Examples & Samples

  • Organizes and coordinates proposal resources (capture and project management/technical team input, proposal support, and graphics/print teams) and ensures completion of all assignments, review of all work, and adherence to internal best practices and quality control objectives
  • Provides support during Capture Planning phase of the BD lifecycle
  • Performs detailed analysis of SOQ and RFP requirements; prepares compliance matrices/outlines and schedules according to proposal best practices deployed by the Mid-Atlantic Business Development team
  • Provides writing support, including, but not limited to developing rough drafts and detailed outlines for any section, supporting development of storyboards, and writing and tailoring resumes, project descriptions, summary paragraphs, action captions, and benefit statements
  • Schedules, facilitates, and documents proposal kick-off and review milestones in accordance with best practices
  • Manages proposal support staff during proposal development phase
  • Supports interview teams and other sales presentation needs
  • Researches and compiles information from both external and internal sources, including a variety of databases and data sources (internet, company intranet, previous proposals, etc.)
  • Participates in required training and knowledge sharing activities including capture and proposal development best practices
  • Performs self-check of work products and coordinates independent quality control review and compliance checks during the lifecycle of the proposal and in strict accordance with internal quality and proposal development procedures
  • Travel within the local/regional area, if required
  • Other duties as assigned
31

Proposal Specialist Resume Examples & Samples

  • Manage proposals to ensure deadlines and quality standards are met
  • Develop Requests for Proposal (RFP) responses, proposal information and presentation materials related to Health Systems
  • Set expectations of key stakeholders (VPs, Sales Directors, etc.) regarding content, responsibilities and deadlines and hold these individuals accountable
  • Be completely knowledgeable about company offerings and capabilities and provide direction to lead managers about which of these to include in proposals
  • Develop, edit and maintain competitive intelligence information to include understanding competitive programs and McKesson Medical-Surgical’s Health Systems value proposition in response to that
  • Develop strategy and vision of proposal and write responses accordingly
  • Interview company experts and write responses accordingly
  • Analyze current contract information for inclusion in the service offering
  • Develop modes of proposal and presentation that are state of the art and demonstrate McKesson Medical-Surgical’s unique ability to meet customer needs
  • Manage approval process and, if necessary, mediate or resolve conflict between management (e.g., Law Department versus Sales)
  • Work through agreements with the Health Systems team, confirming subject matter expert information
  • 1+ years experience with proposal development
  • 1+ years experience editing large documents for consistency and accuracy
  • Advanced proficiency with MS Office (Word, Excel, PowerPoint and Project)
  • Written and verbal business communications with middle and upper management
  • Desktop publishing experience (knowledge of page layout and format)
  • Knowledge of IDNs and health systems preferred
  • Experience supporting Sales/Marketing
  • High level of focus/concentration for various methods of communication
  • Analyzing business problems for solutions
  • Utilization of analytical and conceptual skills
  • Ability to cope with high stress, multiple concurrent assignments and strict deadlines
  • Ability to make decisions with a pre-determined scope
  • Ability to interface at highest levels of organization and customer