Proposal Specialist - Remote/Hybrid & CRM-Driven Proposals

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

Benefits offered by this job

Paid holidays

Flexible working hours

Remote and hybrid opportunities

CPA bonus plan

Social impact initiatives

Job summary

Novogradac & Company LLP is seeking a Proposal Specialist to support end-to-end proposal and pursuit efforts, from RFP/RFQ review through final submission. This position coordinates timelines, inputs and reviews with cross-functional stakeholders to produce compliant, client-focused proposals.

Some positions may be open to remote or hybrid work arrangements depending on business needs. The firm has one available position in multiple U.S. locations including Dover, OH.

Qualifications

• Bachelor's degree and 2-5 years of experience supporting proposal or pursuit work.
• Experience using CRM and proposal software for tracking and reporting.
• Ability to effectively collaborate across teams and manage multiple deadlines.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and producing client-facing materials.

Responsibilities

• Coordinate the proposal lifecycle from initial RFP analysis through final submission.
• Facilitate pursuit planning discussions to identify client needs, differentiators and win themes.
• Maintain standardized templates, workflows, datasheets and content libraries within a response platform.
• Track proposal requests, status updates, and reporting in CRM.
• Coordinate pursuit and marketing collateral, including proposals and pitch decks.
• Source bids and manage multiple websites from which the Company receives bids.
• Other duties as assigned.

Skills

CRM experience

Proposal management software

Organizational skills

Attention to detail

Communication skills

MS Office (Word/PowerPoint/Excel)

Education

Bachelor's degree

Tools

SharePoint

Microsoft Office

CRM

Proposal software

Job description

Novogradac & Company LLP is seeking a Proposal Specialist to support end-to-end proposal and pursuit efforts, from RFP/RFQ review through final submission. This position coordinates timelines, inputs and reviews with cross-functional stakeholders to produce compliant, client-focused proposals.

Some positions may be open to remote or hybrid work arrangements depending on business needs. The firm has one available position in multiple U.S. locations including Dover, OH.