Proposal Specialist

Novogradac & Company LLP; Long Beach (CA); Hybrid; USD 63,000 - 85,000; Full time

Benefits offered by this job

Increased paid holidays

Flexible hours and work arrangements

Remote and hybrid opportunities

Competitive benefits package

Job summary

Novogradac & Company LLP is seeking a Proposal Specialist to manage end-to-end proposal efforts from RFP review to final submission. You will coordinate timelines with cross-functional teams, maintain templates and libraries, and track progress in CRM, ensuring compliant and compelling client proposals.

The role supports process improvements, with remote or hybrid options possible depending on business needs. Location includes several U.S. cities, including Long Beach, CA.

Qualifications

• Bachelor’s degree or equivalent required.
• 2–5 years of experience supporting proposal or pursuit work.
• Experience with CRM and proposal software for tracking and reporting.
• Strong organizational skills with ability to manage multiple deadlines.
• Excellent verbal and written communication; ability to engage senior stakeholders.

Responsibilities

• Coordinate proposal lifecycle from initial analysis through final submission.
• Collaborate across teams to identify client needs and win themes.
• Maintain templates, workflows, datasheets, and content libraries.
• Track requests, statuses, and reporting in CRM with accuracy.
• Coordinate pursuit collateral and updates to SharePoint content.
• Source bids and manage multiple websites from which bids are received.

Job description

It'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 Summary

The 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?

• 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: $63,000 - $85,000 depending on experience. More is possible if experience dictates.

About us

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.

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.

We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.

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.