Proposal Specialist Job Description

Proposal Specialist Job Description

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Proposal specialist provides creative input into bids by producing impactful visual MS Word and PowerPoint proposals and presentations, whilst taking into consideration key brand guidelines and bid response instructions.

Proposal Specialist Duties & Responsibilities

To write an effective proposal specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included proposal specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Write and edit succinct and consistent content (text and graphics) for tenders, pitches and proposals
Develops PowerPoint presentations for oral presentations, as needed
Enter information into appropriate ITO tools
Conduct research on prospective clients
Review tenders, pitches and proposals for accuracy and consistency with proposal strategy
Determine content and collateral needs for new or changing product or service launches to keep proposal content up to date
Coordinate with consulting team, including writing success stories and case studies
Align content and collateral with corporate identity and branding with marketing
Work with Product Management and other business partners
Adhere to agreed dates in the project timeline and advise Proposal Supervisor/Regional Manager in advance if challenges may arise

Proposal Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Proposal Specialist

List any licenses or certifications required by the position: APMP, SMPS, PMP, CRA, ACE, TOGAF, CPSM

Education for Proposal Specialist

Typically a job would require a certain level of education.

Employers hiring for the proposal specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Marketing, Business, Communications, Journalism, English, Education, Writing, Technical, Engineering, Life Science

Skills for Proposal Specialist

Desired skills for proposal specialist include:

Excel
Relevant software
SharePoint
Standard government forms
Adobe Creative Suite
Cross functional processes and quality impact throughout the value chain
PowerPoint
Graphics
MS Word
Tools

Desired experience for proposal specialist includes:

Exceptional written and verbal communication skills (this position requires extensive writing and frequent communication via different mediums with co-workers to keep proposals on schedule)
Strong team work commitment and willingness to assist others
Ability to prioritize, multi-task and stay ahead of deadlines
Work closely with all stakeholders to ensure that best practice approach to content management is shared and implemented
Proven ability to creatively transform technical jargon into compelling, actionable B2B sales materials
Coordinate multiple projects simultaneously with tight deadlines

Proposal Specialist Examples

1

Proposal Specialist Job Description

Job Description Example
Our growing company is looking for a proposal specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for proposal specialist
  • Works with client service professionals to develop proposals that specifically address the needs and interests of each prospective client
  • Drafts content and/or works with client service professionals to write responses to unique proposal RFP questions
  • Writes persuasive content to customize a document for a specific prospective client
  • Assembles proposal boilerplate to create appropriate proposals for specific services within various industries
  • Manages timelines carefully and is capable of serving as a project manager for proposal opportunities, keeping the team and document on task to deliver a complete and final document on time
  • Identify opportunities for improvement in both the quality of our responses and the efficiency of the response process
  • Consistently follow defined processes for use of the RFP KnowledgeBase (KB)
  • Ensure on-time delivery of each submission according to recipient’s requirements for electronic and/or hard copies
  • Lead the sales proposal process from opportunity identification through the successful hand-off to OTR (Order to Remittance), ensuring full compliance with all Policy 5.0 processes
  • Track key dates and submission deadlines to ensure that proposals are delivered on time
Qualifications for proposal specialist
  • 1-3 years’ experience in proposal writing, preferably within Fleet or a Fleet related business
  • Bachelor’s degree preferably in marketing, public relations, journalism or related field
  • Proven track record in understanding customer needs and then developing and delivering content tailored to their needs
  • Ability to accurately proofread and make appropriate corrections or recommendations
  • Flexibility to meet deadlines and work extra hours where required
  • Team player with the ability to connect and engage with all levels in the business and flex communication style to suit these varying audiences Employee EHS Responsibilities
2

Proposal Specialist Job Description

Job Description Example
Our company is looking to fill the role of proposal specialist. 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 specialist
  • Present projects to Leadership Team for discussion and approval prior to quotation via the Deal Strategy Review process
  • Generate the final proposal document with approved deviations/language as required
  • Support technical or commercial discussions with customer
  • Support sales during customer negotiations when appropriate
  • Conduct formal R3 reviews to identify and handover execution requirements/documents
  • Business Relationships – Sales Front Office Team focal point for providing price and delivery information
  • Sales Process – Expedites customer orders and verifies accuracy to ensure on-time delivery
  • Customer – Sales Manager, Account Manager, Solution Consultants, Sales Engineers
  • People Management – Manage personnel time and work flow to met establish goals
  • Adhere to the P&E Standard Operating Procedures
Qualifications for proposal specialist
  • CFA or other professional financial qualification or equivalent knowledge would be advantageous
  • Good verbal and written communication skills, plus strong proofreading skills
  • Bachelor's degree in marketing, communications, business, English, related field or equivalent experience required
  • Minimum of 3 years of related project management, persuasive writing, and/or sales and marketing experience
  • Ability to work independently collaboratively with a team
  • Bachelor's Degree in business, finance, marketing, computer science and/or related field or equivalent experience
3

Proposal Specialist Job Description

Job Description Example
Our company is looking for a proposal specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for proposal specialist
  • Identify Packages / Equipment from other Business Units, Advanced Solutions, Building Solutions, and engage the proper Business Units to obtain Technical and Commercial offers
  • Respond to post-proposal technical queries/clarifications and update the proposal, if necessary
  • Prepare booking package as per the P&E SOPs when project is awarded
  • Participates in client planning with pursuit leaders and operations partners
  • Develops and tracks action items and schedules to keep the pursuit plan moving forward
  • Leads and conducts market research, competitive analyses, on leads, opportunities, clients, projects and competitors
  • Understands all aspects of our business, including what services we offer, our attention to Client Focus, Operational performance, Technical Knowledge & Innovation and Health & Safety
  • Coordinates with Corporate Marketing/Communications (MarComm) group for development and management of general marketing collateral, handouts, promotional materials, as needed
  • Understands all aspects of our business, including what services we offer, our attention to Client Focus, Operational Performance, Technical Knowledge & Innovation (TKI) and Health & Safety
  • Develop and prepare complex cost proposals in response to customer requirements
Qualifications for proposal specialist
  • Demonstrated asset management proposal experience, preferably in a global environment
  • CFA or other professional financial qualification or equivalent knowledge
  • Above average verbal and written communication skills, plus strong proofreading skills
  • Bachelor’s Degree in Engineering/Law or related technical field from an accredited university or college
  • Minimum 5 years of experience in industry-related commercial and/or technical role
  • Ability and willingness to travel as required (up to 30% of the time)
4

Proposal Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a proposal specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for proposal specialist
  • Assist technical Staff in completing budget realignments and costed modifications
  • Prepare supporting documentation for long- and short-term cost proposal submissions, including budget narratives, certifications, financial information
  • Provide cost advice to proposal teams in conjunction with proposal objectives
  • Present draft proposal budgets for cost proposal reviews and prepare briefings for Senior Management review
  • Refine budget templates and narratives as necessary
  • Assist in development and enforcement of compliance with the company’s cost and pricing processes and procedures
  • Facilitate trainings to staff related to cost and pricing and business compliance
  • Perform other duties as requested by the Director of Cost and Pricing or the Vice President of Operations
  • Coordinate and prepare in proposal document production (printing, binding, CD creation, shipping, ) and coordinate research for proposals
  • Coordinate and work with in house scientists regarding study designing, protocol generations and report preparations and review for clinical services (Bioavailability and Bioequivalence and other Clinical trials)
Qualifications for proposal specialist
  • Bachelor degree in the field of the job such as Industry Automation, Operational Techniques, Electronics Engineering or equivalent
  • 5 – 8 years process automation and / or solutions experience
  • 3 - 5 years field equipment experience
  • Industrial application experience
  • Team leadership and / or project management experience is beneficial
  • A good knowledge of products and solutions available in the Automation market
5

Proposal Specialist Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of proposal specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for proposal specialist
  • Evaluate feasibility to perform specific studies in regards to clinical conduct, bio-analytical and statistical capabilities of Frontage
  • Contribute to business development initiatives, proposals/quote generation, responses to RFIs, RFPs and bid defense presentations
  • Identify, develop and implement good business practices that will streamline Frontage’s contracting and business practices
  • Reviews robot configuration requirements specifications to determine feasibility and compliance
  • Develops accurate cost calculations
  • Prepares written proposal document to be sent to the customer as a legal tender
  • Participates in cross-functional proposal review meetings
  • Works with delivery team for costing optimization and continuous improvement
  • On-time completion of proposals according to sales team requirements
  • Complies with Table of Authority approval processes for cost, price and risk reviews
Qualifications for proposal specialist
  • Should be able to work with others in a team environment
  • 0 - 3 years experience which can be in process automation, Electronics, process control, telecommunication or computor science
  • Any Industrial application experience
  • Process improvement mindset and attitude
  • Persuasive, positive and enthusiastic
  • Desire to learn quickly and think independently

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