Practice Operations – Artificial Intelligence

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🗽 New York – Remote

🗽 New York – Remote

💵 $80k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤖 Artificial Intelligence

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Support the preparation, formatting, and assembly of proposals, RFP responses, presentations, and supporting sales materials. • Coordinate and manage the end-to-end RFP process, including intake, qualification, calendaring, compliance tracking, kickoff coordination, response collection, review cycles, and final submission support. • Help organize response plans, responsibilities, review cycles, and deadlines to keep proposal and RFP pursuits on track. • Maintain RFP schedules, requirements matrices, content trackers, and submission checklists to improve consistency, responsiveness, and quality control. • Coordinate content collection from internal stakeholders and help organize proposal inputs, deadlines, and version control. • Edit and proofread content to ensure clarity, consistency, accuracy, and adherence to brand standards. • Maintain proposal content libraries, templates, resumes, case studies, and standard response materials. • Assist with scheduling meetings, tracking deliverables, and monitoring proposal milestones. • Collaborate with sales, marketing, and solution teams to help produce polished, client-ready deliverables. • Support administrative and logistical tasks related to pursuits, client presentations, and business development initiatives. • Use applicable technology tools to manage documents, shared files, and production workflows efficiently.

🎯 Requirements

• 3 years of experience as a subject matter expert • Must maintain current required licenses and certifications relevant to field of expertise • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Effective customer service skills • Proficient use of applicable technology • Ability to work in team environment as well as independently • Ability to analyze and prioritize multiple responsibilities