Apply on Employer Site

Casepoint · 2 months ago

Proposal Specialist (Remote)

United States

Full-time

Remote

Mid Level

3+ years exp

Casepoint is a company providing full eDiscovery capabilities through a secure, cloud-based platform, seeking to expand its Go-to-Market team with a Proposal Specialist. The role involves owning the proposal development lifecycle, creating management materials, drafting outlines, and ensuring the final proposal package is delivered to government agencies and large corporations.

EdiscoveryInternetLegalSoftware

Responsibilities

Review and understand the solicitation documents (draft, final, Q&A, amendments, etc.)

Oversee all aspects of proposal development from inception to final delivery

Create / develop key proposal artifacts, including, but not limited to, kick-off slides, proposal schedule, compliance matrix, and necessary templates and outlines to assist in developing appropriate content and compliant responses

Drive the proposal response according to the proposal outline and schedule, and ensure that the proposal is compliant, compelling, and persuasive following the solicitation and all referenced documents

Perform final copy edit and prepare final proposal documents for submission

Incorporate win themes and strategies into the appropriate sections of the response

Tailor existing content to complete proposal sections and address functional requirements, working with subject matter experts (SMEs) as needed

Maintain a proposal knowledge base with the most recent “best” content and graphics for proposal responses

Manage proposal requests and content receipt/submission with teaming partners

Develop and maintain knowledge of Casepoint product and technology offerings, and create/update content to address how technology can be used to meet proposal requirements with support from the product team

Assist in the adoption of generative AI features within the proposal automation tool, training colleagues to maximize efficiency and speed

Other proposal duties as assigned

Qualification

Proposal developmentRFP lifecycle managementMicrosoft WordTechnical writingAPMP Foundation CertificationProposal softwareMulti-taskingPeople skillsDetail-orientedTime management

Required

Bachelor's degree or equivalent experience (Degree in Business, English, Journalism, or Communications strongly preferred)

APMP Foundation Certification or Shipley course completion (strongly preferred)

Minimum of 3-5 years of experience in proposal development with a minimum of one year in the product/technology field

Knowledge of RFP lifecycle management and government procurement regulations

Excellent people skills - able to work with teams of varying sizes, technical abilities, and levels of authority with both internal corporate staff and teammates

Skilled in analyzing RFPs and preparing outlines, schedules, and proposal templates

Detail-oriented with excellent time management skills and ability to prioritize

Excellent technical writing skills to be able to both decipher and rewrite content created by SMEs, as well as create content for complicated technical functionality

Excellent multi-tasking abilities – able to handle multiple projects simultaneously

Expert proficiency with Microsoft Word and SharePoint is required. Strong understanding of Adobe Acrobat and Microsoft Excel, Outlook, OneNote, and PowerPoint is highly preferred. Understanding of Microsoft Visio and Project is desired

Demonstrated compliance expertise with regulatory frameworks including FedRAMP (NIST 800-53), ISO 9001, ISO 27001, SOC 2, and other industry standards, with the ability to effectively complete third-party risk management (TPRM) assessments and vendor security questionnaires