Proposal Specialist

🕒 August 5

🇺🇸 United States – Remote

💵 $60k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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Logo of Workplace Options

Workplace Options

1001 - 5000 employees

Founded 1982

💼 Consulting

🏥 Healthcare

🧘 Wellness

💰 Private Equity Round on 2021-11

Consulting • Healthcare • Wellness

Workplace Options is the world’s largest privately owned and independent provider of integrated employee wellbeing solutions. They specialize in offering holistic support strategies for organizations focused on enhancing employee wellness, mental health, and productivity through various services including emotional support, organizational effectiveness consulting, and digital solutions tailored to individual needs. With a global reach covering over 200 countries, they are committed to driving positive outcomes for employees and organizations alike.

📋 Description

• Manage the proposal process from RFP receipt to submission • Assess compliance requirements, identify risks, schedule and facilitate meetings, and create templates • Gather qualification materials including resumes, biographies, project qualifications, references, certifications, and company information • Assign responsibilities, monitor working drafts, edit and format documents, and submit final materials • Develop and write proposals responding to RFX and other solicitation documents • Create proposal outlines and compliance matrices • Identify gaps and improvement areas and address them with SMEs and the SAM Lead • Coordinate and track daily proposal activities and follow up on data calls • Apply color review procedures and ensure content complies with RFX and WPO standards • Write bespoke customer answers and embed customer-focused sales messages and win themes • Develop and edit simple graphics or tabular presentations • Participate in or lead meetings for win themes and proposal development strategies • Provide quality assurance and best-practice reviews • Train proposal contributors and share lessons learned • Prepare and present reports to senior management • Perform peer reviews and provide feedback to junior proposal developers • Perform FOIA requests and SWOT analysis • Serve as a formal-review or compliance reviewer on major pursuits • Lead debrief meetings and gather client feedback • Lead presentation and interview material preparation • Contribute to internal training • Lead writing for executive summaries, past performance, management approaches, and resumes/staffing • Mentor junior and intermediate proposal specialists/developers • Manage multiple proposals with a focus on project management and quality assurance • Collaborate with SAM leads, SMEs, Legal, Finance, HR, Marketing, sales, and other departments • Write and edit proposal sections for clarity, conciseness, accuracy, and persuasiveness • Perform statistical analysis and storytelling around data • Research client needs, industry trends, and competitor offerings • Track and analyze proposal metrics such as win rates and adjust strategies accordingly

🎯 Requirements

• Required location: United States • Strong written and spoken English communication skills • Bachelor’s degree in English, Communications, Marketing, or Business, or 5+ years of experience in a related field • Minimum of 5+ years of experience in proposal writing or a related role • Experience managing multiple proposals with a focus on project management and quality assurance • Successful collaboration with cross-functional subject matter experts and corporate personnel • Advanced skills using Microsoft Office, Adobe, and InDesign • Excellent understanding of document design elements and marketing techniques • Ability to create win themes and embed stories throughout proposal responses • Excellent writing and editing skills • Ability to handle multiple projects simultaneously and manage competing priorities • Strong analytical, problem-solving, and decision-making capabilities • Consistent personal ethics including integrity, dependability, initiative, and quality • Ability to perform other duties as assigned • Required working hours: 10am–6pm EST

🏖️ Benefits

• Full benefits package • Paid time off • 401k match • Training/tuition reimbursement • Gym reimbursement • Wellness rewards • Access to EAP benefits and all WPO services • Mentorship Program • Employee exchange programme • Comprehensive training provided for this position

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