Wipfli · 6 hours ago
Manager, Pursuit Content
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Responsibilities
Develop and manage library of proposal templates, corresponding pursuit content as well as sales content (e.g., presentations, sales sheets, playbooks). This includes coordinating in partnership with firm stakeholders across the business, ensuring quality, alignment and effectiveness.
Drive and manage the proposal development process, including responses to RFI/RFPs, while efficiently leveraging resources and managing projects.
Implement and track KPIs to measure the effectiveness of pursuit content.
Manage the selection, implementation, communication, training and ultimately the use of the proposal tool for optimal effectiveness.
Provide training on pursuit content and tools, clarifying team responsibilities and ensuring content is properly categorized and updated.
Optimize proposal best practices by leveraging data and sharing that data with stakeholders.
Assist in writing content for templates and custom pursuit content as needed.
Qualification
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Required
Minimum of 8 years’ experience in B2B professional services firm with proposal/RFP development and tools (accounting industry experience is preferred)
Bachelor’s degree in marketing, communications or equivalent profession
Demonstrated ability to serve as a proposal development manager and overall driver of the process (assign responsibilities, manage timeline, manage action item register, develop risk mitigation plan, establish executive updates/escalation, leverage mutual resources), resulting in on time, quality deliverables.
Highly organized and detail-oriented.
Exceptional executive presence and ability to navigate different leadership styles and availability.
Rigorous attention to detail and focus on quality of deliverables.
Exceptional negotiation skills, proven consensus builder, and proven ability to build relationships with firm managers.
Exceptional writing and editing skills. Includes deep expertise of how to leverage MS formatting and editing capabilities (especially in Word and PowerPoint).
Demonstrated experience as self-starter with limited need for supervision with ability to take complex issues and tease apart for phased execution.
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
401(k) savings plan & profit share as well as Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli.
Funding
Current Stage
Late StageLeadership Team
Recent News
The Business Journals
2024-05-21
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