Proposal Strategist

Charlotte, NC, United States

Description

Proposal Strategists manage and execute the proposal process for complex Assurance, Tax, and Advisory engagements, managing multiple proposals at once. They utilize exceptional writing, project management and communication skills to develop and ensure on-time delivery of compelling, compliant proposals in response to formal Requests for Proposals (RFPs), Requests for Quotes (RFQs), Requests for Information (RFIs), and oral presentations, as well as proactive proposals/statements of qualification. As a Senior contributor, they provide teams with assistance on effective pursuit strategies/tactics based on experience and best practices.

Manage stakeholders for end-to-end execution of complex RFPs (includes coordinating proposal process steps, scheduling, writing/editing content, developing positioning strategy, maintaining quality control checks, working across the organization to assimilate information, providing feedback to partners/directors, change management, and adhering to tight deadlines)

Intake RFx’s, coordinating the review process across departments (such as Legal, Finance, IT, P&C, and technical teams)

Assess proposal response requirements and develop a plan to ensure complete, compliant, and on-time delivery of proposals

Use proposal content management software to plan, draft, review and manage proposals with pursuit team members

Actively contribute to strategy discussions to assess opportunities, make go/no go decisions, clarify scopes of work, gain insights, and develop differentiators (industry/service line) to create winning proposals

Coordinate and edit proposal input from multiple sources, ensuring consistency with the Firm’s brand and voice

Support pursuit teams in multiple service lines, partnering with knowledge, business development and shared services teams to complete proposals

Create, edit and update standard content, practice descriptions, bios, service approaches, past performance (case studies, project examples), value messaging, references and other content on a routine or as-needed basis

Support oral presentations, bid defenses, and/or BAFO requests

Uphold brand standards in all deliverables

Assist in delegating proposal requests and subtasks across the proposal team

Assist in tracking proposal production and results

Maintain a consistent commitment to team and self-development

Perform basic research to better understand material and inform writing

Maintain content in proposal content management system

Assist with developing self-serve resources

Review work from Proposal Specialists (US and GSS), providing coaching and mentorship in best practices

Champion platforms/technologies/activities and expectations that support the proposal process

Competencies

Proposal writing, grant writing, or business development/sales support experience, preferably in a professional services environment

Top notch writing and project management skills

A professional demeanor with the ability to work collaboratively with others

Initiative with a strong can-do attitude

A keen eye for details and a deadline driven mindset

Skills & Abilities

Able to interact with colleagues at all levels and coach them in the use of content management software and the Firm’s proposal process

Effectively collaborate with technically-skilled subject matter experts to develop strategic, complex content

Solid analytical skills and ability to learn/articulate complex concepts quickly

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Our Benefits (https://www.cbh.com/wp-content/uploads/2022/06/Benefits-Overview_CBConnect2022_905093132.pdf) : Cherry Bekaert cares about its people. We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. The hiring range for this position is $60,000 - $80,000. Individual offers will take into consideration experience, location, and budget. In addition, we offer a comprehensive, high-quality benefits program which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Please no agencies or calls.

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

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