Proposal Coordinator at EisnerAmper | Atlanta, GA, US | Rezi

Proposal Coordinator at EisnerAmper

Proposal Coordinator

EisnerAmper · Atlanta, GA, US

1 months ago

Proposal Coordinator

EisnerAmper · Atlanta, GA, US

a month ago
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About the Role

The Proposal Senior Coordinator will support various initiatives within the Marketing Department. This role requires a self-starter with excellent interpersonal, execution, research, writing, and organizational skills.

Responsibilities

  • Plan, strategize, and execute proposal documents and Request for Proposal (RFP) responses.
  • Incorporate the latest technologies, including AI (Claude, ChatGPT), to enhance the proposal process and increase efficiency.
  • Draft proposal responses based on insights from prospect meetings and RFP requirements.
  • Collaborate with internal team members on proposal win themes.
  • Edit and compile final proposal documents, preparing them for submission, delivery, and tracking.
  • Organize and maintain critical databases of proposal content, including firm statistical details, services, industry experience, and case studies.
  • Work closely with operations, technical, and service area subject matter experts to gather information for proposal development.
  • Translate and communicate technical material and concepts into accessible content for diverse audiences.
  • Develop prospect meeting presentations, booklets, and other marketing collateral.
  • Record proposals in process in the proposals pipeline once issued.
  • Communicate any obstacles or items of concern to the supervisor.

Requirements

  • Provides courteous and prompt service to all internal and external parties.
  • Prioritizes and addresses requests and assignments in a professional and cooperative manner.
  • Able to multi-task, project manage, and adhere to strict deadlines.
  • Assists co-workers in the completion of tasks and assignments to ensure continuity of service.
  • Actively supports teamwork throughout the organization.
  • Supports and contributes to other departmental areas, as needed.
  • Performs other services as assigned.
  • Bachelor’s degree in marketing, communications, accounting, business administration, or related field required.
  • 2+ years of proposal experience (RFP Government and/or Advisory experience preferred).
  • Knowledge and experience using proposal software (Qvidian, Templafy, Storydoc).
  • Experience with AI in the proposal process.
  • Strong Business Writing/AP style preferred.
  • Professional services experience a plus.
  • Extensive experience with MS Office 365, particularly Word and PowerPoint required.
  • Other marketing computer software and online applications a plus.
  • Prior proposal experience preferred.
  • Experience responding to Government proposals a plus.
  • Good understanding of marketing principles, sales philosophy, and the accounting industry.
  • Well-organized with a customer-oriented approach.
  • Excellent written and spoken communication skills.
  • Critical and analytical thinking and problem-solving abilities.
  • Minimal travel.

Skills

  • AI
  • Claude
  • ChatGPT
  • Qvidian
  • Templafy
  • Storydoc
  • MS Office 365
  • Word
  • PowerPoint
  • Business Writing
  • AP style
  • Marketing principles
  • Sales philosophy
  • Accounting industry
  • Customer-oriented approach
  • Written communication
  • Spoken communication
  • Critical thinking
  • Analytical thinking
  • Problem-solving

Location

  • Iselin

Work Type

  • Hybrid

Experience Level

  • 2+ years of proposal experience

Education Level

  • Bachelor’s degree in marketing, communications, accounting, business administration, or related field

About the Company

  • EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world.
  • We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
  • Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries.
  • We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.

Equal Opportunity

  • EisnerAmper is proud to be a merit-based employer.
  • We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.