Senior Executive – Proposal Management

CBIZ INDIA; Bengaluru; Hybrid; INR 1,000,000 - 1,700,000; Full time

Benefits offered by this job

Health Insurance

Hybrid work model

Relocation benefits

Parental leaves

Job summary

CBIZ, Inc. is seeking a Senior Executive to lead end-to-end development of proposals, presentations, and business materials.

The role demands strong project coordination, attention to detail, and expert formatting in Word and PowerPoint to ensure client-ready, compliant deliverables aligned with brand standards and timelines. The ideal candidate will have 4+ years in proposal management, with a background in professional services, consulting, or technology.

Qualifications

• 4+ years of proposal management, writing and pursuit coaching.
• Bachelor's degree in marketing, communications, business administration, English, or a related field.
• Master’s degree preferred.
• Experience in professional services, consulting, accounting, advisory, insurance, benefits, or technology industries.

Responsibilities

• Manage proposal support requests from intake through final delivery, including review of RFP requirements, timelines, assignments, draft development, review cycles, and submission readiness.
• Coordinate with practitioners, subject matter experts, marketing, scheduling, pricing, and other stakeholders to gather inputs and keep activity moving.
• Perform client and opportunity research to inform proposal strategy; storyboard content, shape messaging, and support win themes.
• Prepare, edit, proofread, and format proposal documents, bios, case studies, timelines, appendices, and related materials; ensure brand standards.
• Maintain centralized repository of proposal content; manage Salesforce CRM data for accurate tracking and reporting.
• Support quick-turn deliverables, including last-minute edits and final quality checks before delivery.

Skills

Word formatting

PowerPoint formatting

Editing & proofreading

Deadline management

Cross-team collaboration

Education

Bachelor's degree in marketing, communications, business administration, English

Master’s degree preferred

Tools

SharePoint/OneDrive

Pardot/Salesforce

CoPilot

MS Excel

Job description

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C

Role Summa

ryThe Senior Executive will support the end-to-end development of high-quality proposals, presentations, and business development materials. This role requires strong project coordination, attention to detail, and advanced formatting skills in Microsoft Word and PowerPoint to ensure client-facing deliverables are polished, compliant, consistent with brand standards, and completed within agreed timeline

s. Roles & Responsibili

• tiesManage proposal support requests from intake through final delivery, including review of RFP requirements, timelines, assignments, draft development, review cycles, and submission readin
• ess.Coordinate with practitioners, subject matter experts, marketing, scheduling, pricing, and other stakeholders to gather required inputs and keep proposal activity moving according to agreed deadli
• nes.Conduct client and opportunity research to inform proposal strategy; storyboard content, shape messaging, and support the development and finalization of win themes and client value propositi
• ons.Prepare, edit, proofread, and format proposal documents, pitch materials, bios, case studies, timelines, appendices, and related business development collate
• ral.Ensure proposals and presentations follow brand standards, template requirements, formatting guidelines, grammar/style expectations, and RFP instructi
• ons.Create, maintain, and organize a centralized repository of proposal content, templates, bios, case studies, past responses, and reusable sales materials; manage and update opportunity, contact, activity, and proposal-related information in Salesforce CRM to support accurate tracking and report
• ing.Support quick-turn deliverables, including last-minute edits, formatting clean-up, presentation refreshes, and final quality checks before deliv

ery. Skills and Qualific

• ables.Advanced proficiency in Microsoft Word, including styles, formatting, tables, headers/footers review, layout consistency, proofreading, PDF preparation, and document cle
• an-up.Advanced proficiency in Microsoft PowerPoint, including slide formatting, template alignment, presentation clean-up, visual consistency, image placement, and executive-ready deck prepar
• ation.Excellent written communication, editing, proofreading, grammar, and attention-to-detail s
• kills.Ability to manage multiple deadlines, prioritize competing requests, and work effectively in a fast-paced, deadline-driven enviro
• nment.Strong collaboration skills with the ability to follow up professionally, clarify requirements, and coordinate across teams and time
• zones.Demonstrated flexibility and adaptability in working with multiple stakeholders, balancing differing priorities, communication styles, and feedback while maintaining quality and timely del

ivery. Tools & Technical Pro

• ficiencyMicrosoft Word – advanced formatting, template use, document production, editing, and final
• ization.Microsoft PowerPoint – advanced formatting, presentation clean-up, template alignment, and slide pro
• duction.Microsoft Excel – basic to intermediate tracking, list management, and reporting
• support.SharePoint/OneDrive – file management, collaboration, and version
• control.Pardot/Salesforce – preferred experience for marketing campaign, lead generation, and opportunity tracking
• support.CoPilot – Good to have a Certification and knowledge to use CoPilot and other A
• I tools.4+ Years of experience in Proposal management, writing and pursuit coaching for Senior As
• sociate.Bachelor’s degree in marketing, communications, business administration, English, or a related field preferred. Master’s degree pr
• eferred.Relevant experience in proposal management, sales support, marketing operations, pursuit coordination, or document production pr
• eferred.Professional services, consulting, accounting, advisory, insurance, benefits, or technology industry experience is

a plus. Preferred / Good-to-H

• ave SkillsExperience coordinating events, webinars, seminars, conferences, client meetings, or internal business development programs, including logistics, invitations, attendee tracking, and follow-u
• p support.Exposure to lead generation activities, including prospect research, contact list development, campaign support, pipeline tracking, and coordination with sales or client serv
• ice teams.Working knowledge of Pardot or similar marketing automation tools for campaign support, email list management, landing page/form coordination, reporting, and lead nurture a
• ctivities.Experience using CRM or workflow tools such as Salesforce, Asana, SharePoint, or similar platforms to track opportunities, assignments, approvals, and del
• mp; BenefitsCompetitive remuneration and benef
• its package:Insurance Benefits – Health Insurance cover for family includes2 parents, OPD & Term lif
• e Insurance.Paid time off - Parental leaves (Maternity &Paternity leaves),
• Paid Leaves.Work life Harmony- Hybrid
• work model.Mobility Benefits - Relocation benefits and door to door tra
• nsportation.Retiral Benefits - Employee PF Contribution, Gratuity, Leave
• Encashment.Once in a lifetime opportunity to set up offshore business for one of the 10th largest Financial Services and CPA fir
• m in the US.Chance to work with a team of talented and passionate individuals who are committed to delivering high-quality work to
• our clients.The opportunity to thrive in a high-performance environment while contributing to the foundation of a n