Proposal Specialist
The principal duties and responsibilities of the Proposal Specialist consist s of, but are not limited to, the following :
- Manage the full proposal lifecycle using Loopio (proposal automation program), from intake to final submission.
- Align proposal strategies with SEnergy’s business goals in collaboration with marketing, engineering, and leadership teams.
- Research and draft project write-ups for RFQs/RFPs, ensuring technical accuracy through SME collaboration.
- Maintain and optimize Loopio (proposal automation program) export themes for consistent branding.
- Identify content gaps and develop new entries; oversee content strategy within Loopio (proposal automation program).
- Maintain up-to-date personnel profiles and project experience files.
- Organize and retain all qualification and contract documents (NDAs, COIs, etc.).
- Track proposal statues, schedule kickoff meetings, and ensure timely submissions.
- Facilitate internal reviews and approvals; incorporate feedback for quality improvement.
- Analyze market trends and proposal outcomes to refine strategies.
- Train internal teams on Loopio (proposal automation program) usage and proposal standards.
- Implement automation tools to streamline workflows.
- Ensure proposal-related websites are current and compliant.
- Document all proposals and outcomes in CRM.
- Notify Marketing Manager of at-risk deadlines and provide mitigation plans.
- Conduct research on solicitations and collaborate with the BD team to ensure timely follow-up and completion of required action
- Complete accurate timesheets daily.
- Other duties as assigned.
The Proposal Specialist shall be deemed to be performing in a satisfactory manner when the following have been met and/or exceeded:
- Take personal responsibility for the quality, accuracy, and time constraints of work product.
- Passionate about delivering exceptional results.
- Commitment to personal and professional growth.
- Ability to manage multiple deadlines and stakeholders.
- Overall satisfaction of immediate supervisor.
EDUCATION :
Preferred : Bachelor’s or Associates Degree in Business or Communications or related
Required: High School Diploma or equivalent with 3 years experience in proposal management, preferably in energy or engineering sectors. Must possess strong detail-oriented skills.
Must be able to read, write and speak English.
SKILLS: Strong (effective) written and verbal communication skills, project management skills, exceptional computer skills and word processing applications. Organizational and multi-tasking skills. Proficiency in Loopio (Proposal Automation Platform) or similar platforms, Microsoft Office Suite, and CRM tools. Familiarity with RFR/RFQ processes and compliance requirements. Preferred: Experience with branding and formatting in proposal automation programs and knowledge of electric utility consulting and/or engineering services. PHYSICAL: This position requires the ability to listen and hear, good eyesight, sitting, standing, walking, bending, squatting, stooping, kneeling, reaching and use of hands and arms.
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