Proposal & Communications Consultant (Virtual, US)

Role Overview As a key contributor to the sales support team, the Proposal and Communications Consultant is a business partner to Sales and and Global Account Management, who rely on the content specialist as a key resource and advisor. The Proposal and Communications Consultants supports sales and account management in the pursuit of new business as well as account retention/upsell, of which proposal and sales materials preparation is a key component. This role is responsible for thedevelopment, and delivery of quality and succinct responses to Requests for Proposals (RFPs) and Requests for Information (RFIs), ad hoc proposals and related follow up. This may include the development of presentations, clarification materials, site visits, and best and final offers. This role is a senior role within the sales support organization who is partnered with the Sales or Account Management leader from the start of the pursuit and who, in addition to preparing RFPs and related documentation, works with the Salesperson or Account lead on an overall pursuit action plan, including analysis and review of similar opportunities. The Proposal and Communications Consultant proposes approaches to the pursuit and provides documentation, history, research, competitive information, operational data and other information to support the success of the pursuit, acting in effect, as the partner to sales team/Account Management for information and knowledge management for the pursuit. Responsibilities 70%

- Pursuit support, including development of written proposals, RFP/RFI responses and related follow up preparation, development, and submittal.

- Development of presentation materials in support of sales pursuits, account management or other company needs

- Works with limited direction and assistance of the Director Sales Strategy. Uses independent judgment, expertise and previously successful efforts to support sales and current business retention/upsell pursuits.

- Early stage consultation with the sales person/Account lead regarding opportunities

- Identification of successful techniques, arguments, sales plans and information to enable the sales / account perso to create a credible pursuit and win strategy

- Conducts research into opportunities, provides the ‘inside’ support to mirror the salesperson’s outside/face to face efforts with the client.

- Leverages internal tools like Loopio, SharePoint, CoPilot GenAI to research and source most optimal RFI/P responses.

- Provides meaningful input to potential RFP documents/commentary on what is being recommended and why

• Regarding RRFI/RFP projects:

◦ Conducts first tier review and analysis and recommends course of action ◦ Develop project plan and timeline. ◦ Organize kick-off and strategy sessions with response team and guide through process, while salesperson guides through strategy/key requirements ◦ Prepare content and coordinate graphics that accurately reflect our value proposition and are responsive to the client’s requirements and objectives. ◦ Responsible for workflow management of RFI, RFP, ad-hoc proposal requests and related follow up. Workflow involves establishment and management of deadlines and coordination throughout the preparation, development, and production cycles with Sales and Subject Matter Experts across the global business. ◦ Ensure compliance with client RFP requirements and guidelines. ◦ Ensure successful, responsive and on-time proposal completion and submittal. ◦ Respond to related follow up
- Document all successful solutions/recommendations for further use and team sharing

20% Interview, research, and development of appropriate materials for use and re-use in sales pursuits and account retention

- Interview subject matter experts and sales professionals to gather information to develop and write tailored responses.

- Conduct independent research/gather market data on clients and prospects to add value to sales/client service director’s understanding of th