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Proposal Strategist

2 months ago

Miami, Florida, United States Cherry Bekaert Advisory, LLC Full time
Job Description

Job Summary:

As a Proposal Strategist at Cherry Bekaert Advisory, LLC, you will play a critical role in managing and executing the proposal process for complex Assurance, Tax, and Advisory engagements. This involves utilizing 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.

Key Responsibilities:

  • Manage stakeholders for end-to-end execution of complex RFPs, including 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.

Requirements:

  • 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.

Competencies:

  • 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.

About Cherry Bekaert Advisory, LLC:

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.

Benefits:

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 professional life and providing you and your family with a measure of financial protection.

Equal Employment Opportunity:

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.