Proposal Specialist

Novogradac & Company LLP; Cleveland (OH); Hybrid; USD 53,000 - 72,000; Full time

Benefits offered by this job

Paid holidays

Remote and hybrid opportunities

Flexible working hours

401(k) with profit-sharing

Discretionary annual bonuses

Job summary

Novogradac & Company LLP in Cleveland, OH is seeking a Proposal Specialist to manage the full proposal lifecycle from RFP review to final submission. You will coordinate timelines, gather inputs from cross-functional teams, and ensure client-focused, compliant proposals.

The role emphasizes template standardization, content libraries, CRM-based tracking, and ongoing process improvements. A Bachelor’s degree and 2–5 years in proposal support are required, with strong communication and MS Office

Qualifications

• Bachelor’s degree and 2–5 years of proposal experience.
• Experience using CRM and proposal software for tracking and reporting.
• Ability to manage multiple deadlines with strong attention to detail.
• Ability to communicate value propositions and collaborate with senior stakeholders.
• Proficiency with Word, PowerPoint, and Excel for client-facing materials.

Responsibilities

• Coordinate the proposal lifecycle from RFP analysis to submission.
• Facilitate pursuit planning discussions to identify client needs and win themes.
• Maintain templates, datasheets, and content libraries in a response platform.
• Track requests, status, and reporting in CRM with accurate data.
• Manage marketing collateral and bid sources across multiple websites.
• Communicate with cross-functional teams to meet deadlines.

Skills

Proposal management

CRM & data tracking

Cross-functional collaboration

Attention to detail

Verbal and written communication

MS Office proficiency

Content development

Education

Bachelor’s degree

Tools

CRM systems

Proposal software

SharePoint

Microsoft Office

Job description

## Proposal SpecialistApply: Cleveland, OH: Full time: Posted Today: JR100801It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.Dare to bring your unique perspective?At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you’re eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. **Position Summar**yThe Proposal Specialist supports end-to-end proposal and pursuit efforts, from initial RFP/RFQ review through final submission. This position coordinates timelines, inputs and reviews with cross-functional stakeholders to produce compliant, compelling and client-focused proposals. The Proposal Specialist also supports proposal process improvements through standardized templates, content libraries, CRM-enabled tracking and reporting, and the identification of potential proposal opportunities. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter. The firm has one available position in either Austin, TX, Bellevue, WA, Cleveland, OH, Dover, OH, Long Beach, CA, Portland, OR or Toms River, NJ.**Your Contributions and Responsibilities*** Work with the proposal lead and other staff to coordinate the proposal lifecycle, from initial RFP analysis through final submission, helping ensure compliance with client guidelines and deadlines.* Facilitate internal pursuit planning discussions to identify client needs, competitive differentiators, win themes and compelling messaging.* Support proposal efficiency by using and maintaining standardized templates, workflows, datasheets and content libraries within a response management platform.* Track proposal requests, status updates, and reporting in CRM, maintaining accurate and timely data.* Coordinate pursuit and marketing collateral, including proactive proposals, pitch decks, and SharePoint content updates.* Manage multiple websites from which the Company receives bids and proactively source bids to provide proposals.* Other duties as assigned. **Your Background and Skills*** Bachelor’s degree and 2–5 years of experience supporting proposal or pursuit work, including experience using CRM and proposal software systems for tracking and reporting or an appropriate balance of education and experience.* Ability to effectively use proposal management, CRM and related technology to support proposal coordination, tracking, and reporting.* Strong organizational skills and comfort managing multiple deadlines simultaneously.* High attention to detail and accuracy in document preparation and compliance reviews.* Demonstrated ability to collaborate across teams and drive timely inputs to meet deadlines.* Ability to communicate value propositions, collaborate effectively with senior stakeholders, and guide teams through competitive proposal and pursuit efforts.* Strong verbal and written skills, including the ability to support reviews and incorporate feedback.* Proficiency with Microsoft Office (Word, PowerPoint, Excel), with the ability to produce polished client-facing materials. **Why work with us?**Our firm is committed to providing our people with opportunities to excel professionally. We believe in the importance of a welcoming work culture and quality work-life integration to support our staff as we grow together. **We are proud to offer:*** Increased number of paid holidays per year* Competitive salaries with continuous review of market conditions* Flexible working hours and work arrangements* Remote and hybrid opportunities* Expanding Social Impact department for a healthy, happy, inclusive and productive workplace **The benefits of joining our team:*** Strong growth opportunities* Competitive benefits package* 401(k) package with firm profit-sharing* Discretionary annual bonuses for eligible positions & CPA bonus plan* Strong emphasis on quality work-life integration* Dress for your day policy* Resources of a national firm* Compensation: $53,000 - $72,000 depending on experience. More is possible if experience dictates. **Get to know us better!**We’re Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 900 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation’s top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. **Ready to learn more?**To be considered for this position, interested candidates MUST apply via our company website: https://www.novoco.com/careers.**Commitment to Inclusion**Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. *Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k).* *Novogradac and Company LLP is an equal opportunity employer. Novogradac’s culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.* By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.