Sales Proposal Administrator 1

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.

The USI Proposal Administrator serves as resource for NPPT proposal support. This role is focused on foundational proposal creation and development, basic design support, and proofreading for NPPT-aligned pursuits. This role will also support the NPPT knowledge management team in crafting or maintaining modular content for Proposal Central and its aligned content resources. The administrator will create proposal deliverables and pursuit content in line with RSM’s brand and compliance standards. The administrator will regularly collaborate with NPPT peers, ECS stakeholders and industry and line of business SMEs to create proposal deliverables that adhere to prospect requirements and timelines. When appropriate, the administrator will leverage RSM sponsored technology platforms, such as an enterprise proposal generation tool or regulated AI resources, to generate content or support workload.

Essential Duties

• Develop compelling proposals/presentations in accordance with brand guidelines and the firm’s risk and compliance policies based on specifications provided by pursuit teams; Must be able to translate the specifications provided into a formal proposal/presentation in order to serve as a true proposal process advisor. Craft foundational proposal drafts for NPPT drivers or manage a full RFP response end-to-end. Leverage advanced Microsoft Office skills to create efficiencies in NPPT production procedures, enhance workflow and streamline formatting process. Collaborate with NPPT design team and innovation technology to enhance proposal/presentation visuals.
• Review and proofread proposals/presentations for NPPT peers or pursuit stakeholders to help ensure brand and risk compliance with quality assurance standards set forth by the NPPT, national design and Office of Risk Management. Utilize advanced Microsoft Office skills to polish proposal deliverables to uphold consistency across the enterprise.
• Collaborate with NPPT knowledge management team and content hub to craft foundational drafts of new content requests for Proposal Central libraries, proposal template creations, proofreading of content on Proposal Central and other content support needs for knowledge management
• Maintain pursuit log with key information, upload completed documents, follow up with pursuit teams regarding outcomes, and maintain information in CRM
• Other duties as assigned

EDUCATION/CERTIFICATIONS

Bachelor’s degree or equivalent experience

Preferred: degree in business writing, journalism, communications, or related fields and/or certifications in proposal management (APMP, Shipley), project management

TECHNICAL/SOFT SKILLS

• Master in Microsoft Office Suite, specifically PowerPoint and Word
• Strong AP Style grammar and proofing knowledge and experience
• Strong written and verbal communication and interpersonal skills
• Preferred: experience with content management platforms (SharePoint, Adobe asset manager) and/or proposal automation platforms (Loopio, RFPio)
• Ability to manage and adhere to details; successfully multi-task
• Strong attention to detail
• Commitment to process, RSM standards and continuous improvement
• Demonstrates versatility and flexibility in a constantly evolving environment

EXPERIENCE

• 3-5 years of experience in a related field or area
• Experience working for a large, complex or global organization
• Experience managing multiple overlapping projects, deadlines and teams while maintaining quality and required timelines

LEADERSHIP SKILLS

• Ability to lead and direct a group of stakeholders in areas such as assigning, monitoring, reviewing progress and accuracy of work, directing efforts and providing guidance on more complex issues
• Ability to effectively advise, interact and collaborate with firm subject matter experts
• Ability to influence without authority and affect change
• Ability to work with individuals from multiple levels within the organization
• Ability to manage multiple projects, plan project timelines, and lead projects to completion
• Ability to provide and receive feedback

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.