With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Fortune Best Workplaces for Women
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

POSITION SUMMARY & RESPONSIBILITIES

We are seeking a Proposal & Pursuit Senior Specialist to join our team. The Proposal & Pursuit Senior Specialist is responsible for the development of proposals across a wide variety of industries, the development and management of proposal content, proposal reporting and serves as a key member of the national pursuit team providing sales administration and proposal support, when needed. Successful candidates thrive under pressure, have strong organizational skills and attention-to-detail, demonstrate excellent written and verbal communications skills and possess the ability to successfully track and monitor key proposal reporting metrics. This is a dynamic position that requires the ability to help with a number of medium to large efforts simultaneously, lead smaller proposal efforts or proposal sections, collaborate with teammates and executive leadership, and produce high quality work in fast-paced, deadline-driven environment. The proposal specialist must be able to take initiative and work independently or with a team.

Primary responsibilities include:

Proposal Development and Management (40%)

* Leads and executes proposal planning and development activities such as pre-RFP planning/preparation for nationwide/regional RFP responses and medium to large proposal opportunities.
* Creates proposal plan and timeline, proactively facilitating all necessary meetings (i.e. kickoff, updates, recaps).
* Responsible for document finalization/delivery as well as proposal team lessons learned follow-up and documentation; and direct proposal closeout/information management on all inbound proposal requests.
* Writes, edits and formats all proposal drafts in a clear, concise and persuasive manner-customizing each draft with primary content specific to the prospects needs, pain points and our value proposition.
* Maintains voice and tone consistent with organizational standards.
* Promotes best of breed content and new assets to be incorporated into the proposal document library.
* Tracks all proposals and pursuit timelines, ensuring deadlines are met and opportunities logged for tracking purposes.
* Adheres to organizational graphic and branding standards.

Proposal Content Development and Management (40%)
* Serve as primary contact for proposal software for the financial services team.
* Develops industry and service-related content on ongoing basis.
* Develop and maintain a library of standardized proposal content for reuse and optimization.
* Develop and maintain a library of standardize proposal and pursuit presentations templates available in the proposal software.

Proposal Reporting and Trends (10%)
* Proactively track and report on proposal metrics and trends; including win rate, industry trends; national/regional/local KPIs.

Pursuit Support (10%)
* Serve as project management lead on national pursuits, working closely with the Chief Growth Office, business development and pursuit team.
* Assist with development of national pursuit process for small to medium proposal opportunities.
* Ability to quickly pull pursuit-specific reports via CRM databases.
* Create and maintain pursuit materials, including, but not limited to, presentations, collateral, client lists.
* Track national-level pursuits, win rates and key trends.

Preferred Qualifications:
* 5+ years' experience personally producing proposals and managing proposal efforts.
* Excellent proposal management skills including strong attention to detail, planning, organization, synthesizing technical solutions into writing, problem identification and resolution, and resource management skills.
* Exceptional written and verbal communications skills with background in AP style.
* Strong project management and organizational experience, including delegation skills.
* Solid communication skills, comfortable working closely with leaders across a matrixed organization.
* Knowledge and experience in writing proposals focused on financial services preferred.
* Must have Adobe InDesign, MS Word, PowerPoint and Salesforce experience.
* Qvidian experience preferred.
* Strong interpersonal skills and prior experience leading multi-disciplinary teams and working collaboratively.
* Must be flexible, self-motivated, able to prioritize multiple tasks, coordinate shifting priorities, respond to short-term deadlines, and carry a diverse workload with tight timelines.
* Must be available to work overtime as necessary to meet business requirements.

Minimum Qualifications Required:
* Bachelor's degree preferred
* 3 Years of experience as a subject matter expert
* Must maintain current required licenses and certifications relevant to field of expertise
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Effective customer service skills
* Proficient use of applicable technology
* Ability to work in team environment as well as independently
* Ability to analyze and prioritize multiple responsibilities

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