Proposal Specialist
Reporting to the Senior Manager, Marketing Operations the Proposal Specialist will help support the increased RFP opportunities support for Paylocity’s Mid-Market and Enterprise sales teams. Influence sales through compelling proposal content, project manage and collaborate cross-functionally to complete complex RFPs and join a dynamic marketing team driving new initiatives and opportunities for growth and development.
What you'll do:
• Vet incoming mid-market and enterprise-level RFP opportunities
• Analyze submitted documents for scope of service, deliverables, red flags, and product gaps
• Identify current and potential stakeholders, set up kick off and status calls to assign deliverables
• Completing deal-winning RFPs in an effective and timely manner
• Build, write, edit full RFP responses for sales reps to submit
• Utilize Loopio RFP management software to project manage and automate processes
• Working with various members of organization to identify needed data points for proposals and RFPs
• Work with sales reps to finalize documents handoff for submission
• Co-manage content library in Loopio
• Support additional marketing initiatives as needed
What you bring:
• Bachelor’s Degree in Marketing, English, Journalism, Communications, or related field, preferred
• 2-4 years of proposal writing and coordination/report writing/technical writing experience preferred
• 2-4 in a corporate environment a plus
• Exceptional writing, editing, and document organization skills
• A proactive, logical approach to project management and problem solving
• Resiliency and the ability to handle multiple tasks, work well under pressure, and thrive in a fast-paced environment.
• The drive to learn and be resourceful in order to figure out solutions independently
• Experience and proficiency utilizing Microsoft Office
• Experience using Loopio, a plus
• Strong organizational skills, attention to detail
• Skills in editing, formatting, and graphics development, preferred #SH