Proposal Specialist
Contract Land Staff, Sugar Land, TX, United States
CLS is looking for an experienced Proposal Specialist local to Houston, TX. This position is responsible for coordinating, creating, and completing proposals and responses to Requests for Proposals (RFPs), Requests for Information/Quotes/Qualification (RFx) and formal cost estimates for clients and prospects. As part of the Sales group, the Proposal Specialist works with internal departments (Operations, Title, GIS, VROW, Staffing, and Accounting) and other CLS Brands to craft creative, compelling, and compliant responses for submission by specified deadlines, and to ensure successful delivery. The Proposal Specialist maintains proposal and related records in Salesforce, Teams and Loopio, shares responsibility for maintaining proposal resources, and serves as a proposals Subject Matter Expert for inquiries and requests from business development, sales, marketing, contracting, and accounting.
Essential Duties and Responsibilities
Oversees a collaborative proposal process, including coordinating the collection of project-specific information and developing proposal content and other requirements to meet established guidelines and target dates.
Prepares and manages the development and execution of responses to proposal and information solicitations (RFx). Set and manage schedules and deadlines, assemble proposal teams, create assignments for subject matter experts (SMEs). Oversee all activities from inception to delivery, ensuring compliance with all requirements.
Review RFx documents to fully understand requirements and schedules and align appropriate SMEs and information resources with specific decisions and content needs.
Act as a contributing writer and editor of proposals, Statements of Qualifications, presentation slide decks, and related proposal and marketing materials, ensuring correct grammar, spelling, and style.
Develop and maintain proposal boilerplate and standard data for use in proposals. Keep boilerplate information current and relevant within the company’s Loopio library. Rewrite existing boilerplate language as is deemed necessary.
Draft project descriptions for use in proposals and marketing. Participate in maintaining master project resumes, working with various SMEs for details and updates. Work with GIS to support maintenance of project experience map.
Advocate for corporate graphic standards and ensure responsible use of branding elements in proposals and related materials.
Participate in maintaining the proposal filing system. Ensure proper filing of all proposal-related documents.
Support Sales team by completing vendor registrations, prequalification questionnaires, and similar requests from clients and prospects. Maintain access credentials for clients’ vendor systems. Ensure filing of registration documents for future reference.
Maintain Salesforce data and records. Develop proficiency with reporting capabilities within Salesforce.
Serve as backup to Staffing in the production, formatting, and maintenance of professional staff resumes.
Will take on additional responsibilities as role grows.
Accountability
This position is responsible for the completion and evaluation of assigned work. Responsibilities include the execution of proposal processes, the successful on-time submission of proposals, and the maintenance of related data resources.
Qualification Requirements
Must have 1-3+ years of experience in proposal preparation and professional services marketing.
Must be local to Houston, TX.
Must be okay with a Hybrid schedule.
Education and/or Experience
Bachelor's degree from four-year college or university; or five or more years related experience and/or training; or equivalent combination of education and experience.
Licensing
Must have valid driver’s license.
Must maintain minimum automobile liability insurance in the amount of $100,000/$300,000/$100,000 or provide an approved indemnification agreement.
Language Skills
Requires excellent oral and written communication and presentation skills.
Ability to read, analyze and interpret RFP/RFQ/RFI documents, contracts, company policy, professional journals, technical procedures, or governmental regulations and formulate appropriate recommendations for business actions based on understanding of the same.
Ability to write detailed reports, business correspondence, company policy and procedure manuals.
Ability to effectively present information and respond to questions from colleagues, managers, and sometimes clients.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, percentages, and decimals.li>
Ability to apply spreadsheet formulas in performing common mathematical and statistical calculations.
Reasoning Ability
Ability to comprehend and interpret a variety of technical instructions in narrative, mathematical, or diagram form and deal with abstract and concrete variables.
Ability to solve practical problems and deal with variables in situations where only limited standardization exists.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Other Skills and Abilities
Professional and polished, inspiring confidence
Effective interpersonal and communication skills, including diplomacy and tact
Ability to manage responsibilities with limited supervision, and to be resourceful in completing tasks
Passionate about detail and consistency
Must be a self-starter able to adapt and improvise
Thorough attention to accurate record keeping
Ability to work with all levels of organization, including C-Level
Excellent skills with MS Word, Excel, PowerPoint, and PDF tools
Experience with Loopio or similar proposal production utilities is a plus
Experience with Adobe InDesign is a plus
Ability to work within tight deadlinesli>
Ability to manage multiple and competing priorities in a fast-paced environment
Ability to work flexible hours as needed
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Plus stand, walk, and stoop, kneel or crouch.
The employee must be able to lift and/or move up to 35 pounds. Employee is expected to use good judgment when lifting or moving office supplies and/or furniture and to seek assistance or wear back support appliances when appropriate.
Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus in use of computer monitor and other manual, task‑related functions.
The employee may be required to travel by car, plane, taxi, bus, and shuttle; to and from various projects nationwide, and to handle their own luggage and computer equipment.
This job will require a majority of work to be performed in a well‑lighted, temperature controlled, fast‑paced office setting. Some activities may require overnight travel to field locations and client offices. There are frequent interruptions during the workday for impromptu meetings with various personnel, client calls and required weekly and other meetings.
Comments
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.
Adaptability—The individual manages competing demands and is able to deal with frequent changes, delays, or unexpected requests and events.
Adheres to CLS Values—Commitment, Leadership, and Service.
Attention to Detail—The individual demonstrates accuracy and thoroughness and monitors own work to ensure quality and timeliness.
Communication, Oral—The individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills, and conducts meetings.
Communication, Written—The individual writes original content, edits work for spelling, grammar, and style, presents numerical data effectively, and is able to read and interpret written information.
Customer Service—Fulfilling the needs of internal and external customers.
Dependability—The individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance.
Follow‑Up—Monitors the work of direct reports to ensure quality standards and thoroughness; considers the knowledge, experience and skill of staff members when determining extent of review.
Impact—Ability to persuade or influence others to support an idea, agenda, or direction.
Initiative—Does more than is required or expected in the job; does things that no one has requested that will improve or enhance products and services, avoid problems, or develop entrepreneurial opportunities. Plans ahead for upcoming problems or opportunities and takes appropriate action.
Integrity—Widely trusted; is seen as a direct, truthful individual; presents truthful information in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn‘t misrepresent himself or herself for personal gain.
Motivational Fit—The individual must be able to recognize needs and be proactive in filling needs as appropriate.
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Essential Duties and Responsibilities
Oversees a collaborative proposal process, including coordinating the collection of project-specific information and developing proposal content and other requirements to meet established guidelines and target dates.
Prepares and manages the development and execution of responses to proposal and information solicitations (RFx). Set and manage schedules and deadlines, assemble proposal teams, create assignments for subject matter experts (SMEs). Oversee all activities from inception to delivery, ensuring compliance with all requirements.
Review RFx documents to fully understand requirements and schedules and align appropriate SMEs and information resources with specific decisions and content needs.
Act as a contributing writer and editor of proposals, Statements of Qualifications, presentation slide decks, and related proposal and marketing materials, ensuring correct grammar, spelling, and style.
Develop and maintain proposal boilerplate and standard data for use in proposals. Keep boilerplate information current and relevant within the company’s Loopio library. Rewrite existing boilerplate language as is deemed necessary.
Draft project descriptions for use in proposals and marketing. Participate in maintaining master project resumes, working with various SMEs for details and updates. Work with GIS to support maintenance of project experience map.
Advocate for corporate graphic standards and ensure responsible use of branding elements in proposals and related materials.
Participate in maintaining the proposal filing system. Ensure proper filing of all proposal-related documents.
Support Sales team by completing vendor registrations, prequalification questionnaires, and similar requests from clients and prospects. Maintain access credentials for clients’ vendor systems. Ensure filing of registration documents for future reference.
Maintain Salesforce data and records. Develop proficiency with reporting capabilities within Salesforce.
Serve as backup to Staffing in the production, formatting, and maintenance of professional staff resumes.
Will take on additional responsibilities as role grows.
Accountability
This position is responsible for the completion and evaluation of assigned work. Responsibilities include the execution of proposal processes, the successful on-time submission of proposals, and the maintenance of related data resources.
Qualification Requirements
Must have 1-3+ years of experience in proposal preparation and professional services marketing.
Must be local to Houston, TX.
Must be okay with a Hybrid schedule.
Education and/or Experience
Bachelor's degree from four-year college or university; or five or more years related experience and/or training; or equivalent combination of education and experience.
Licensing
Must have valid driver’s license.
Must maintain minimum automobile liability insurance in the amount of $100,000/$300,000/$100,000 or provide an approved indemnification agreement.
Language Skills
Requires excellent oral and written communication and presentation skills.
Ability to read, analyze and interpret RFP/RFQ/RFI documents, contracts, company policy, professional journals, technical procedures, or governmental regulations and formulate appropriate recommendations for business actions based on understanding of the same.
Ability to write detailed reports, business correspondence, company policy and procedure manuals.
Ability to effectively present information and respond to questions from colleagues, managers, and sometimes clients.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, percentages, and decimals.li>
Ability to apply spreadsheet formulas in performing common mathematical and statistical calculations.
Reasoning Ability
Ability to comprehend and interpret a variety of technical instructions in narrative, mathematical, or diagram form and deal with abstract and concrete variables.
Ability to solve practical problems and deal with variables in situations where only limited standardization exists.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Other Skills and Abilities
Professional and polished, inspiring confidence
Effective interpersonal and communication skills, including diplomacy and tact
Ability to manage responsibilities with limited supervision, and to be resourceful in completing tasks
Passionate about detail and consistency
Must be a self-starter able to adapt and improvise
Thorough attention to accurate record keeping
Ability to work with all levels of organization, including C-Level
Excellent skills with MS Word, Excel, PowerPoint, and PDF tools
Experience with Loopio or similar proposal production utilities is a plus
Experience with Adobe InDesign is a plus
Ability to work within tight deadlinesli>
Ability to manage multiple and competing priorities in a fast-paced environment
Ability to work flexible hours as needed
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Plus stand, walk, and stoop, kneel or crouch.
The employee must be able to lift and/or move up to 35 pounds. Employee is expected to use good judgment when lifting or moving office supplies and/or furniture and to seek assistance or wear back support appliances when appropriate.
Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus in use of computer monitor and other manual, task‑related functions.
The employee may be required to travel by car, plane, taxi, bus, and shuttle; to and from various projects nationwide, and to handle their own luggage and computer equipment.
This job will require a majority of work to be performed in a well‑lighted, temperature controlled, fast‑paced office setting. Some activities may require overnight travel to field locations and client offices. There are frequent interruptions during the workday for impromptu meetings with various personnel, client calls and required weekly and other meetings.
Comments
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.
Adaptability—The individual manages competing demands and is able to deal with frequent changes, delays, or unexpected requests and events.
Adheres to CLS Values—Commitment, Leadership, and Service.
Attention to Detail—The individual demonstrates accuracy and thoroughness and monitors own work to ensure quality and timeliness.
Communication, Oral—The individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills, and conducts meetings.
Communication, Written—The individual writes original content, edits work for spelling, grammar, and style, presents numerical data effectively, and is able to read and interpret written information.
Customer Service—Fulfilling the needs of internal and external customers.
Dependability—The individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance.
Follow‑Up—Monitors the work of direct reports to ensure quality standards and thoroughness; considers the knowledge, experience and skill of staff members when determining extent of review.
Impact—Ability to persuade or influence others to support an idea, agenda, or direction.
Initiative—Does more than is required or expected in the job; does things that no one has requested that will improve or enhance products and services, avoid problems, or develop entrepreneurial opportunities. Plans ahead for upcoming problems or opportunities and takes appropriate action.
Integrity—Widely trusted; is seen as a direct, truthful individual; presents truthful information in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn‘t misrepresent himself or herself for personal gain.
Motivational Fit—The individual must be able to recognize needs and be proactive in filling needs as appropriate.
#J-18808-Ljbffr