Proposal Specialist

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2234953

Position Title:

External Description: Description & Requirements

The Proposal Specialist works directly with partners and other senior client service professionals across the firm to manage the proposal process and create clear, concise, compelling, and client-centered proposal documents. The Proposal Specialist also helps maintain the integrity of all proposal documentation, coordinates workflow and draft reviews through established timelines, writes client-centered language based on the opportunity and/or industry, and serves as a trusted business advisor for client service professionals

How you will contribute:

• Serve as the primary point of contact for assigned opportunities, overseeing the planning and approach for proposals and pursuits. Evaluate proposal requirements, develop project plans, and hold internal teams accountable to timelines.
• Act as a subject matter professional on the firm's proposal processes, tools, and content, while promoting best practices throughout all stages of an opportunity.
• Research, prepare for, and facilitate kickoff calls for RFP and proactive proposals. For strategic opportunities, collaborate with production specialists to develop insights packs that support the overarching pursuit strategy.
• Collaborate with the proposal content team to identify reusable content, refresh existing service descriptions, and ensure consistency of statistics and qualifications across the proposal content management tool.
• Develop and maintain a solid understanding of the firm's core services and solutions, as well as the industries to which the role is aligned.
• Adhere to proposal project timelines for RFPs/RFIs to ensure content from legal/risk can be sourced or reviewed, and internal reviews can be effectively conducted

We are looking for people who have Forward Vision and:

• Solid writing abilities, excellent oral communication skills, including a strong executive presence
• A sharp eye for detail
• Exceptional critical thinking skill
• The ability to work efficiently in a fast-paced environment and effectively manage multiple projects concurrently
• Proficiency with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook
• Resourceful with the ability find and create solutions to overcome obstacles

Minimum Qualifications:

• Bachelors Degree
• 1 year experience in related field

Preferred Qualifications:

• 1 - 3 years experience in related field

#LI-ATL, #LI-SGF, #LI-CLTSP, #LI-NASH, #LI-DFW, #LI-RICH

#LI-CH1

City: Charlotte

State: North Carolina

Community / Marketing Title: Proposal Specialist

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.