Proposal Coordinator

Raftelis Financial Consultants, Inc; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Raftelis Financial Consultants, Inc. in Charlotte, NC is seeking a Proposal Coordinator to help develop compelling proposals and interview presentations to win work, collaborating with project managers to assemble materials and meet RFP requirements.

The role requires sharp attention to detail, strong Word and PowerPoint skills, and the ability to proofread, manage timelines, and coordinate across time zones, with comfort using AI tools to support proposal efforts.

Qualifications

• Bachelor’s degree or certificate in marketing, business, English, or related field.
• Proven attention to detail.
• Highly skilled in Microsoft Word and PowerPoint.
• Strong proofreading, editing, and reading comprehension skills.
• Ability to work with staff across several time zones.
• Ability to work within tight deadlines.
• Familiarity and comfort with AI tools.

Responsibilities

• Coordinate with internal consulting team and external partners to help develop compelling proposals.
• Analyze RFP requirements, create compliance checklists, and ensure that proposals meet requirements.
• Develop proposals using Word templates.
• Review and proofread proposals.
• Produce and ship hard copy proposal documents.
• Ability to use AI tools that can support proposal work.
• Format interview presentations using PowerPoint templates.
• Customize staff resumes, project experience descriptions, and firm capability summaries.
• Organize and maintain proposal materials, including keeping proposal files, project summaries, and resumes up to date.
• Ability to create and manage production schedules
• Assist with other proposal and marketing tasks as required

Skills

Microsoft Word

PowerPoint

Proofreading

Time management

AI tools

Attention to detail

Education

Bachelor’s degree or certificate in marketing, business, English, or related field

Job description

Company Description:

Raftelis partners with local governments and utilities to solve their most complex challenges. Over the last year, we've worked with more than 700 organizations across the full spectrum of management consulting, from finance and strategic planning to technology, communications, organizational assessment, and executive recruitment.

We’re proud to share that Raftelis has been certified as a Great Place to Work®! 93% of our employees say it is a great place to work, compared to 57% of employees at a typical US-based company. As one of our employees said, “at Raftelis, we maintain a great balance between hard work and allowing staff to focus on their lives outside of work. We also have a strong culture where people genuinely care about each other, and leadership is committed to doing what's best for both our employees and the firm”.

Job Summary:

The Proposal Coordinator will help to develop compelling proposals and interview presentations to win work for the firm. They will collaborate with project managers to compile proposal information while meeting the requirements laid out in the RFP. They will also assist with reviewing proposals for correct grammar, printing and shipping hard copies, and tracking proposals. Work for this position is fast paced and deadline driven, requiring skilled task and time management.

Primary Responsibilities:

• Coordinate with internal consulting team and external partners to help develop compelling proposals
• Analyze RFP requirements, create compliance checklists, and ensure that proposals meet requirements
• Develop proposals using Word templates
• Review and proofread proposals
• Produce and ship hard copy proposal documents
• Ability to use AI tools that can support proposal work
• Format interview presentations using PowerPoint templates
• Customize staff resumes, project experience descriptions, and firm capability summaries
• Organize and maintain proposal materials, including keeping proposal files, project summaries, and resumes up to date
• Ability to create and manage production schedules
• Assist with other proposal and marketing tasks as required

Requirements:

• Bachelor’s degree or certificate in marketing, business, English, or related field
• Proven attention to detail
• Highly skilled in Microsoft Word and PowerPoint
• Strong proofreading, editing, and reading comprehension skills
• Ability to work with staff across several time zones
• Ability to work within tight deadlines
• Familiarity and comfort with AI tools

Additional Preferences:

• Previous proposal development or consulting experience
• Technical writing/editing experience
• Marketing experience

Studies have shown that women and people of color are less likely to apply for jobs unless they believe they can perform every job description task. We are most interested in finding the best candidate for the job, and that candidate may come from a less traditional background. We will consider any equivalent combination of knowledge, skills, education, and experience to meet minimum qualifications. If you are interested in applying, we encourage you to think broadly about your background and skill set for the role.

Benefits:

Working for a values-based organization focused on growth with an exceptional reputation in its industry, employees receive competitive compensation and excellent benefits that include:

• 100% Company paid medical (50% paid dependent medical) and 100% company paid dental benefits
• Health Savings Account with company contributions
• Medical and Dependent Care Flexible Spending Accounts
• Vision Insurance
• Company paid Life and Disability Insurance and Employee Assistance Program
• Discretionary paid time off program and education reimbursement program
• 401(k) with company contributions
• Long term care benefits
• Pet insurance

The salary range for this position is $60,000-$80,000. Compensation depends on education, experience, and location.

Additional Information:

To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. Raftelis uses E-VERIFY. Raftelis is committed to providing equal employment opportunities and our sincere belief in the dignity of each employee, it is our policy to prohibit discrimination or harassment based on of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, domestic partnership status, familial status, parental status, sex, pregnancy, childbirth, or related condition, including but not limited to lactation, age, disability, genetic information, past, current, or prospective service in the uniformed services, volunteer rescue squad worker status or any other characteristic protected under applicable federal, state, or local law.

Raftelis is committed to providing reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation to participate in the job application or interview process, contact Allison Harllee, Human Resources Manager at 704-269-2536.