Proposal Specialist

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.