Job Summary

The proposal coordinator is ultimately responsible for the planning and preparation of proposals from inception to submittal as well as for other firm marketing projects as requested. Provides writing support and works in collaboration with the partners and managers as needed to manage the receipt of RFP’s, establish the schedule for proposal development, develop the proposal structure, manage input and responses, proofread, and assemble final document. The proposal coordinator performs assigned duties with a high degree of attention to detail, organization, and discretion while incorporating new and effective ways to achieve excellent proposals.

Responsibilities

Maintains timeline and schedule and identification of key milestones and deliverables of all proposal steps, monitors progress, gathers input from Subject Matter Experts (SMEs), provides team with status information, writes and edits content, and ensures deadlines are met.
Maintains quality results by using maintained library of templates and catalogue of resources, and follows proposal-writing standards including readability, consistency, and tone.
Coordinates proposals with potential subcontractors as needed.
Follows up on submitted proposals while documenting and analyzing results.
Performs other marketing duties for team including creation of branded email blasts, power point presentations, newsletter, etc.
Reviews own work and accepts ownership and responsibility for it.
Uses strong time management and organizational skills while demonstrating excellence in attention to detail and follow-through.
Develops positive working relationships with Subject Matter Experts (SMEs), co-workers and fosters an environment of teamwork.
Is courteous, pleasant and helpful on the telephone and in person, especially when dealing with clients and prospects.
Promptly responds to phone calls, emails and other communications from clients, subcontractors and co-workers.
Focuses on clarity, conciseness and maintaining a positive and growth-oriented attitude.
Gathers metric data and performs analysis on won/loss trends, providing accurate and useful information to management for decision making.
Maintains the strict confidentiality of the firm and its clients.

Requirements

High school diploma
2 years relevant experience with RFP tools, resources, and standards
Proficient in Microsoft Word, Excel, PowerPoint and Outlook
Proficient in InDesign
Proficient in Adobe Products
Strong multi-tasking, organization and oral & written communication skills
Skilled in writing in a persuasive and articulate manner
Strong knowledge of spelling, grammar and punctuation usage in the English language
Must be proactive and detail-oriented

About Berman Hopkins

After 65 years in business, Berman Hopkins CPAs & Associates LLP has successfully navigated itself to being one of the strongest locally owned and independently run CPA firms in Central Florida. The vision for our practice, “Differentiate our practice as an independent regional firm that provides exceptional careers to a team of experts focused on servicing dynamic clients” has resonated not only with our clients and led to strategic grown, but it has supported an ongoing effort of retaining talent in our firm.

We appreciate the hard work and dedication our employees invest in our firm. There are many attributes at our firm that promote a positive work/life balance. Our culture allows us to have the autonomy necessary to make swift decisions at a local level while still harnessing the resources of a national firm through our PrimeGlobal association.

Berman Hopkins has been named one of INSIDE Public Accounting's 2021 and 2022 Best of the Best Firms. Ranked on more than 50 metrics, we are one of the highest-performing public accounting firms in North America. We produce superior results while planning for long-term sustainability and growth, offering both clients and staff alike a successful future.

Berman Hopkins CPAs & Associates, LLP

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Proposal Coordinator