Creative Proposal Manager

3 weeks ago

Dallas, United States Associa Full time
Job Description

Associa is looking for a Creative Proposal Manager to join our growing Marketing team. This role is part of the design team and works closely with our Sales and Branch Ops teams to manage RFP proposal processes. The primary responsibility is ensuring proposal deadlines are met with accurate, professional, appropriately-branded deliverables to our network of branch clients. The secondary responsibility is assisting the design team by editing and creating other projects as assigned.

PRIMARY PROPOSAL RESPONSIBILITIES:

  • Monitor proposal queue daily in Salesforce. Note: we manage two types of proposal requests, Standards and Customs; RFPs are Customs that include a questionnaire or Q A section.
  • Standard proposals are managed via a proposal tool; responsibilities include:
    • Management and maintenance of the proposal tool including creating client workspaces, managing access permissions, and maintaining the content libraries, templates, and workflows within it
    • Photo editing, designing new content pages and/or updating and refreshing page/section designs as requested/needed
    • Providing guidance, answering questions and occasionally providing training on proposal tool
    • Pulling analytics/reporting within the tool and sharing with appropriate stakeholders
    • Working with 3rd party vendor to troubleshoot and/or expand functionality of proposal tool as needed; Note: training and support of tool will be provided by 3rd party vendor, but experience with Adobe InDesign will be extremely helpful
  • RFP process, management and development of custom proposals. These average 2-4 per week, and can range from 40 – 200 pages. Note: Custom proposals include the standard proposal information, RFP responses, and appendix content provided by the client.
    • Review RFPs for specific requirements, instructions, and deadlines; establish information and content needed; communicate with the Sales/Ops project team and other contributors while monitoring deadlines
    • Collaborate with Sales and Ops to provide guidance on responses, as well as the organization and flow of information within the proposal
    • Assist with design layout, photo editing, and maintenance of custom proposal templates
    • Apply edits, review, approve and post a final proposal to Salesforce for project completion
Additional responsibilities include:
  • Communicate and report on project SLA expectations and execution
  • Ability to create, proof and/or refine proposal text as needed; experience in persuasive writing is a plus
  • Assisting with non-proposal design projects such as fliers, postcards, email creation, etc. as needed
Requirements

KNOWLEDGE AND SKILLS
  • Possesses a passion for gathering content and transforming it into a high-quality, professional piece
  • Has the willingness to learn from other creative professionals and can apply constructive criticism to continue to improve skills and grow
  • Can work in a multi-project, deadline-driven environment
  • Is a solution-focused go-getter with the ability to adapt to unforeseen project changes
  • Can establish and maintain effective working relationships with clients and co-workers and work autonomously
  • Is a natural communicator, both verbally and written
EDUCATION AND EXPERIENCE
  • 5+ years of relevant corporate or agency experience
  • Bachelor's degree in marketing, communications, design or equivalent field
  • Tools Systems: Pandadoc, Adobe InDesign, Adobe Photoshop, Grammarly, Asana, or equivalent knowledge preferred
  • Microsoft Office: Word, Excel, PowerPoint, Outlook


#LI-LM1

Company Description

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 45 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

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