Proposal Specialist

Boerne, TX

Full Time

Mid Level

DUTIES AND RESPONSIBILITIES:
The principal duties and responsibilities of the Proposal Specialist consists 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.

MEASUREMENT OF PERFORMANCE:
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.

REQUIREMENTS:
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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