Specialist - Proposal Specialist

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)

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 us

viii. 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)

xi. Orals prep and messaging (1 – 2 hours)

xii. Post win / loss Debrief ( 30 Mins - 1 hour)

ii. Review close to final drafts of self-serve template proposals where applicable

Skills Required

Proposal Management, Contract Review