Proposal Specialist

Job Description

Proposal Specialist - Marketing

What will your next career challenge offer? At CohnReznick, our people are talented, intellectually curious and driven to make a difference for our clients, community, and our firm. We are an organization bound together by a passion for excellence, respect for others, flexibility, integrity, and a strong desire to develop ourselves and others. We approach our engagements by combining technical resources with an entrepreneurial spirit that allows us to meet client needs in today’s dynamic business environment.

As one of the top professional services firms in the country, we understand our people are our most valuable asset. Clients turn to CohnReznick because of the people we hire, and as a CohnReznick Team member, you will be equipped with top training and development opportunities and presented with new challenges to help you stretch and grow as a professional. Through formalized learning and on-the-job coaching and mentorship, CohnReznick is committed to your development. Let’s build something great together.

Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

CohnReznick currently has an exciting career opportunity with the Marketing team. We are looking for an Proposal Specialist with 3-5 years of experience to join our team

• 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.
• Provide proposal support
• Shred Proposal and create Strawman (2 -4 hours)
• 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)
• Managing pursuit team to get information needed to customize proposal – fees, team, focus of proposal etc. (this can take days of reminders)
• Manage contract review through with Legal team, IT team, P&C – depends on what is in the terms, what the account needs from us
• Write content (Time depends on Customization and level of effort needed) (2 – 8 hours)
• 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)
• Orals prep and messaging (1 – 2 hours)
• Post win / loss Debrief (30 Mins - 1 hour)
• Peer Reviews (1-3 hours weekly)
• Review close to final drafts of peer created proposals
• Review close to final drafts of self-serve template proposals where applicable