Strategic Marketing Proposals Lead

Cohen & Co; Cleveland (OH); On-site; USD 65,000 - 75,000; Full time

Job summary

Cohen & Co is seeking a detail-oriented Marketing Proposal Specialist to join our Marketing team. Reporting to the Director of Sales Enablement, you will create, edit, coordinate, and track proposals, RFP/RFQ responses, and other client-facing materials, working with partners and senior leaders across the firm.

You’ll thrive in a fast-paced environment, enjoy writing and editing, and help ensure accuracy, branding, and timely submissions.

Qualifications

• 2–4 years of relevant experience in professional services or related field.
• Exceptional writing, editing, proofreading, and grammar skills.
• Strong attention to detail and commitment to producing high-quality work.
• Excellent organizational and project management abilities.
• Ability to effectively manage multiple projects and deadlines in a fast-paced environment.
• Strong interpersonal and cross-level communication skills.

Responsibilities

• Create, edit, and manage proposal documents using approved templates and firm resources.
• Coordinate proposal development from request through final submission.
• Customize content to align with client needs while ensuring accuracy and consistency.
• Support pitch materials, presentations, agendas, and other business development collateral.
• Draft, edit, and proofread proposal content and supporting materials.
• Ensure documents are clear, compelling, accurate, and aligned with firm branding and style guidelines.
• Perform final quality reviews for grammar, formatting, and consistency before submission.
• Utilize Salesforce CRM to track proposal activity and retrieve information for proposals and pursuits.
• Maintain proposal content libraries, templates, and firm experience databases.
• Ensure proposal materials are properly organized, filed, and archived.
• Partner with accountants, marketing team members, partners, and senior leaders to gather information and develop proposal responses.
• Support responses to RFPs, RFQs, and RFIs while ensuring compliance with requirements.
• Assist internal teams with proposal-related requests and business development initiatives.
• Help maintain and improve proposal processes, templates, and documentation.
• Track proposal activity and marketing metrics.
• Identify opportunities to improve efficiency, consistency, and overall proposal quality.

Skills

Writing

Editing

Proofreading

Attention to detail

Project management

Communication

Interpersonal skills

Education

Bachelor's degree in English, Journalism, Communications, Marketing, Business, Accounting, or related field

Tools

Salesforce CRM

InDesign

Proposal management software

Job description

Cohen & Co is seeking a detail-oriented Marketing Proposal Specialist to join our Marketing team. Reporting to the Director of Sales Enablement, you will create, edit, coordinate, and track proposals, RFP/RFQ responses, and other client-facing materials, working with partners and senior leaders across the firm.

You’ll thrive in a fast-paced environment, enjoy writing and editing, and help ensure accuracy, branding, and timely submissions.