Proposal Job Description
Proposal
provides administrative support, including but not limited to; scheduling and tracking of RFP meetings, professionally communicate with meeting participants, edit and create documents using Word, Excel and PowerPoint while ensuring all documents produced adhere to Mercer’s global identity/document standards.
Proposal Duties & Responsibilities
To write an effective proposal job description, begin by listing detailed duties, responsibilities and expectations. We have included proposal job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure all appropriate approvals are received for each submission and document each step taken
Provide comprehensive feedback on content, helping to enhance overall accuracy and quality
Fully and accurately complete RFP Tracker project details for approval by Proposal Supervisor/Regional Manager
Read and analyze proposal request and formulate project plan with clear expectations of proposal objectives and team member responsibilities
Conduct first pass of each proposal using content database and past proposals
Provide comprehensive writing and editing expertise to ensure accuracy and quality of response with input from internal subject matter experts, such as writing executive summaries and responses to specific questions and editing final document
Track issues/resolutions, analyze and incorporate proposal inputs from team
Manage and conduct final printing/production and delivery of proposal response
Manage proposal development schedule to ensure 100% on time delivery of all requests
Serve as the focal point for the sales team throughout the duration of assigned proposals
Proposal Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Proposal
List any licenses or certifications required by the position: APMP, PMP, ITIL, ISM, III, NICET, CIP, MOS
Education for Proposal
Typically a job would require a certain level of education.
Employers hiring for the proposal job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Marketing, English, Communications, Business, Journalism, Education, Engineering, Writing, Technical, Business/Administration
Skills for Proposal
Desired skills for proposal include:
Excel
Microsoft Excel
Microsoft Office
FAR
Word
Proposal development processes
PowerPoint
SharePoint
Cost accounting standards
Microsoft Word
Desired experience for proposal includes:
Ability to work comfortably with executive team
Ability to work both independently collaborate with production staff, specialist staff and executive staff
Bachelor’s Degree in English, Journalism, Business or a related field
Knowledge of the health solutions industry
Minimum of one year of related project management, persuasive writing, and/or sales and marketing experience
1-3 years asset management/general financial services experience, preferably in a global environment
Proposal Examples
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Proposal Job Description
Job Description Example
Our company is searching for experienced candidates for the position of proposal. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for proposal
- Work with management l writers to manage development of content as product strategy evolves
- Lead, develop and strategize on other content pieces that as a region will help drive new business or enhance current initiatives
- Manage and develop content for advertisements, award submissions and internal communications, including marketing, personnel and key business spotlights, newsletters and messages from the area President and Market Leader
- Determines proposal concept by identifying and clarifying opportunities and needs
- Maintains quality results by using templates
- Perform initial risk evaluation and determine feasibility and bid compliance concerns & conduct formal R1 reviews when required
- Prepare system design solutions, inclusive of costing, scheduling, resourcing, and risk profiling for each opportunity
- Lead deal strategy development and reviews, ultimately obtaining appropriate approvals for pricing, delivery and other commercial terms per the risk passport checklist
- Serve as the sales team’s primary proposal interface with projects, commercial, global supply chain, risk management and other functional groups as required
- Request and coordinate bid-related tasks from the required resources (e.g., Engineering, Finance, Legal, Sales, Project Management,...)
Qualifications for proposal
- Previous proposal experience in the asset management industry preferred, but not required
- Excellent verbal and written communication skills, plus strong proofreading skills
- Broad product knowledge, across equity, fixed income, real estate and alternatives (or experience/education to develop this knowledge quickly)
- General financial services or asset management experience desirable but not required
- Understanding of institutional and retail asset management, plus good knowledge of financial markets globally is helpful, but not required
- Detailed understanding of institutional and retail asset management, plus good knowledge of financial markets globally
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Proposal Job Description
Job Description Example
Our company is growing rapidly and is looking for a proposal. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for proposal
- Leads efforts for qualified opportunities to drive to a final proposal
- Interacts with client (Acknowledgement to respond, Q&A, Addendums)
- Leads internal compliance (tax review, Planner, PRB/ERB, Due Diligence)
- Secures internal and external partnerships (other Business Units, Subs)
- Works with Consulting to and validate resources for proposal inclusion
- Coordinates and validates solution approach with Delivery Assurance and proposed Project Manager
- Participates in orals and best and final offers as needed
- Review of complex customer requests for proposal as received in various forms including direct-commercial and U.S. government contracting requests
- Evaluation of complex customer requests with consideration of complex P&W business needs
- Collaboration and coordination with various functional groups including Finance, Legal, Contracts, Business Development, Program Management, Technical and any other functional group necessary
Qualifications for proposal
- Broad product knowledge, across equity, fixed income, real estate and alternatives
- Bachelor’s degree coupled with 5+ years of business writing and analytical experience
- Real estate experience preferred (license not required)
- Familiarity with clinical research process and terminology
- Three (3) years of related work experience preferably in state/federal government proposal writing, grant writing or other business/technical writing role required
- Strong organization skills with excellent follow through a must
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Proposal Job Description
Job Description Example
Our company is growing rapidly and is hiring for a proposal. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for proposal
- Conversion of technical and program items into financial impacts
- Analysis and estimating of program cost elements and conversion into individual element prices total proposed program price
- Adherence to standard estimating methods and documentation for cost / price elements
- Documentation of analyses and assumptions used in estimates so they may be understood and used in the future by others
- Forecasting and projection of cost / price elements into future periods of performance for various types of programs
- Documentation of proposed program requirements that align with cost / price estimates
- Understanding of and compliance with U.S. government contracting requirements for proposals
- Presentation and explanation of estimates and analyses to proposal team members and other members of management
- Attention to detail that ensures accuracy and quality
- Attention to proposal schedule requirements and the flexibility to adjust estimating methods accordingly
Qualifications for proposal
- Must reside in the Kansas City area or be willing to relocate
- Position takes on many special projects on an as needed basis including gathering, analyzing and reporting on industry and competitors
- Two (2) or more years of proposal development/writing and/or marketing experience required
- Understanding of proposal processes and requirements
- Detail oriented with in-depth knowledge and application of English grammar and ability to proofread all written materials including proposals presentations, and related documents
- Experience in supporting the business development function, such as, attending conferences, providing input to customer inquiries
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Proposal Job Description
Job Description Example
Our company is looking to fill the role of proposal. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for proposal
- Maintain inventory of binders, tab dividers, flash drives, , to meet department needs
- Work with the Customer Life-cycle Manager and Sales owner to understand the strategy for the specific customer
- Consistently meet individual and team goals for win rate, quality, cycle time and training metrics
- Perform methodical maintenance within the clause library to ensure accurate and up-to-date proposal language
- Maintain system and proposal archiving by completing required system documentation and process workflows
- Establish comprehensive knowledge of terms and conditions, company policy and standard operating procedures related to role
- Participate in and potentially manage special ad hoc projects related to contracting and proposals
- Establish knowledge and expertise of other functional roles within Contracts & Proposals department to provide back up support for critical activity as needed to support the business
- Supports the proposal effort on assigned proposals based on guidelines set by the Proposal Review Board (PRB)
- Assists in coordination with business partners to establish the proposal schedule and seeks resources from the Director, Proposal Management to support the proposal schedule
Qualifications for proposal
- 2+ years of progressive experience in management consulting
- Good understanding of Development and Proposal Process Management – from opportunity vetting to developing a proposal to supporting best and final process with clients to lessons learned and improving the overall process
- Good understanding of Management Consulting Proposal Process/Lifecycle
- Skilled in CRM
- Understanding of Quality Control
- Strong knowledge of management consulting practices
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Proposal Job Description
Job Description Example
Our company is hiring for a proposal. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for proposal
- Tracks assigned Expanded Scope prospects and proposals within the ECRM system and updates and reports the status of those proposals to Director of Proposals and to expanded Scope senior management as appropriate
- Active implementation of proposal process improvements, incorporation of lessons learned and cost reduction ideas, and analysis of market intelligence of competitors
- Participate in proposal plan and schedule development
- Participate as required in BOQ reconciliation meetings and Cost Review Board meetings
- Assists in the coordination and integration of reviews by legal, contracts, insurance, finance, treasury, and tax support groups for assigned proposals
- Assists in the negotiations with clients, business partners and key suppliers as requested
- Obtains direction from Senior Proposal Manager or Director of Proposals for the business deal points for each assigned proposal
- Coordinate proposal procurement planning sessions with the Procurement Manager including the development and application of global sourcing strategies, supplier and subcontractor alliances, and bid tab reviews
- Coordinate project schedule development with Project Controls including development of manpower loading, schedule metrics, and coordination of cash flows
- Implement Living Quality Behavior concepts and provide quality observations on ongoing proposal efforts
Qualifications for proposal
- At least five (5) years of professional writing experience in a relevant field such as technical writing, journalism, or proposal writing
- Experience with Adobe InDesign an asset
- History of continuously innovating on proposal development processes
- Strong strategic proposal editing and writing skills
- Must have a relevant college diploma and /or 4/6 years of related experience
- Both a leader and a team player, with strong interpersonal skills