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Proposal Specialist

Proposal Specialist

SEnergyBoerne, Texas, USA
3 days ago
Job type
  • Full-time
Job description

DUTIES AND RESPONSIBILITIES :

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 SEnergys 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 : Bachelors 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.

    Required Experience :

    Manager

    Key Skills

    Mechanical Design,2D Animation,ASME Codes & Standards,Construction Estimating,Layout Design,Creo,Mechanical Engineering,Visual Basic,Autocad,Auto Estimating,Proposal Writing,MRP

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Proposal Specialist • Boerne, Texas, USA

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