Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
Develop thorough understanding of Aprio’s services and leaders of different industry groups and service lines
Organize and participate in pursuit team meetings for strategic pursuits
Educate deal owners across the firm regarding what tools are available to support their pursuits
Stay current on industry news, client priorities and market trends to help pursuit teams create relevant, informed and compelling proposal content
Build on existing proposal processes while testing new ideas, improving workflows and helping the team deliver more effective pursuit materials
Assist service line leaders with the development and maintenance of proposal templates in Word and Power Point
Use AI and other tools thoughtfully to streamline proposal development, improve efficiency and support high-quality work
Support brand consistency while working in Word and PowerPoint
Advise pursuit teams on proposal best practices, including personalization, positioning, messaging, industry relevance and clear articulation of Aprio’s value
Manage development of key pursuit proposals with strong attention to detail with high sense of urgency
Support creation of placemats, slide decks and other materials for meetings
Ensure quality of meeting materials and proposals
Ensure service sales materials are kept up to date in the sales tool library
Requirements
3-5 years of experience in B2B proposal and sales support (ideally in a professional services environment)
Strong attention to detail
Strong writing and editing skills
Team player focused on developing strong processes
Knowledge of CRMs/Hubspot helpful
Knowledge of Microsoft Office Suite preferred; Canva a plus
Design and layout skills
Ability to prioritize and manage multiple tasks efficiently
Ability to communicate effectively with firm leaders
Ability to create timelines and schedules to ensure timely project completion
Ability to maintain comprehensive project documentation and records