Proposal Specialist (Remote/Hybrid) – Drive Wins

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

Benefits offered by this job

Paid holidays

Flexible working hours

Remote and hybrid opportunities

Competitive salary

401(k) with profit-sharing

CPA bonus plan

Job summary

Novogradac is seeking a Proposal Specialist to drive end-to-end proposal and pursuit efforts, coordinating timelines and reviews with cross-functional teams to produce compliant, client-focused proposals.

You will support process improvements through templates, content libraries, CRM-enabled tracking and reporting, and identification of new opportunities. Some roles may be open to remote or hybrid work, depending on business needs.

Qualifications

• 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.

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.

Skills

Proposal management

CRM

Organization

Attention to detail

Cross-functional collaboration

Communication skills

MS Office

Education

Bachelor’s degree

2–5 years experience in proposals

Tools

CRM software systems

Proposal software platforms

SharePoint

PowerPoint

Job description

Novogradac is seeking a Proposal Specialist to drive end-to-end proposal and pursuit efforts, coordinating timelines and reviews with cross-functional teams to produce compliant, client-focused proposals.

You will support process improvements through templates, content libraries, CRM-enabled tracking and reporting, and identification of new opportunities. Some roles may be open to remote or hybrid work, depending on business needs.