Aprio · 1 week ago
Proposal Development Manager
Aprio is a nationally ranked CPA and advisory firm that focuses on growth and innovation. The Proposal Development Manager will lead the creation of high-quality proposals and sales materials, manage RFP responses, and support strategic sales pursuits to enhance the firm's competitiveness in the marketplace.
AccountingFinancial Services
Responsibilities
Develop a thorough understanding of Aprio’s services and industry groups to position solutions effectively
Support and advise pursuit teams for strategic opportunities, ensuring alignment and accountability
Directly oversee US and offshore resources, providing coaching, guidance, and quality control for proposals and sales materials
Manage direct reports responsible for proposal development and pursuit support
Own the end-to-end development of RFP responses and strategic proposals with strong attention to detail and urgency
Ensure proposals reflect best practices, competitive positioning, and client-centric messaging
Maintain and continuously improve proposal templates in Word and PowerPoint
Develop processes that ensure proposals and meeting materials are strong quality and delivered in a timely manner
Partner with deal owners to advise on pursuit strategies and sales messaging
Create and deliver persuasive PowerPoint decks tailored for C-suite presentations
Support the creation of placemats, executive summaries, and other high-impact collateral
Contribute directly to closing deals by ensuring materials and messaging resonate with executive buyers
Ensure all meeting materials and proposals meet Aprio’s standards for quality and competitiveness
Keep sales tools and collateral up to date in the firm’s library
Educate deal owners on available tools and best practices to maximize pursuit success
Qualification
Required
Knowledge of Hubspot helpful
Strong Word, PPT and Excel skills, Canva a plus
Ability to prioritize and manage multiple tasks efficiently
Create timelines and schedules to ensure timely project completion
Maintain comprehensive project documentation and records
5 years of experience in B2B sales support, ideally in a professional services environment
Minimum of 2 years of experience in a sales role with a proven track record of independently closing deals
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Recent News
2025-11-10
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