
Strategic Proposal Specialist
4 days ago
We are seeking a Strategic Proposal Specialist to join our team.
About the Role
This is an exciting opportunity for a skilled and experienced professional to manage the full cycle of bids, proposals, pricing operations, and sales reporting processes. The ideal candidate will have a strong background in proposal management, with excellent analytical, organizational, and communication skills.
Key Responsibilities:
- Bid & Proposal Management
- Identify opportunities through private, state, and federal procurement portals (e.g., BidSync, DemandStar).
- Review qualification criteria, prepare executive summaries, compliance documents, and financials.
- Lead the bidding and submission process, secure approvals, and ensure timely client submission.
- Conduct post-bid follow-ups, track milestones, identify competitors, and update stakeholders.
- Sales & Commission Reporting
- Lead the end-to-end reporting cycle by exporting daily sales reports from Cantaloupe and uploading to FileMaker Pro for vendor communication.
- Prepare and validate monthly commission and sales reports by reconciling vendor submissions, deducting taxes/surcharges, and verifying data with operations.
- Pricing Operations
- Manage vending machine pricing across client accounts.
- Initiate price revision requests, secure approvals, and coordinate vendor implementation.
- Client Engagement & Presentations
- Develop and present Quarterly Business Review (QBR) presentations showcasing sales trends, best-selling products, and strategic profitability recommendations.
- Cross-Functional Collaboration
- Partner with sales, operations, and management teams to align on reporting, pricing, and proposal strategies.
Required Skills & Qualifications:
- Strong proficiency in Microsoft Excel, PowerPoint, and Adobe PDF tools.
- Hands-on experience with FileMaker Pro, VendTrak, and Cantaloupe.
- Proven ability to manage bids, proposals, and procurement documentation.
- Experience preparing client-facing reports, pricing models, and presentations.
- Strong analytical and organizational skills with attention to detail.
Additional Desired Qualifications:
- Prior experience working with state or federal procurement processes.
- Knowledge of sales reporting automation and vendor communication systems.
- Demonstrated ability to interpret financial data and provide actionable business insights.
- Excellent written and verbal communication skills for client and stakeholder interactions.
- Ability to work independently while managing multiple priorities in a deadline-driven environment.
Benefits:
- Competitive salary and benefits package.
- Ongoing training and development opportunities.
- Collaborative and dynamic work environment.
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