Overview:
As part of the Sales Team, the Proposal Writer is responsible for supporting project management and technical writing to fulfill the execution of Cleo’s RFP and RFI responses. The Proposal Writer will be focused on generating proposals that demonstrate the value of Cleo to prospects and third party evaluators from large national and multinational employers in order to drive new sales.
In this cross-functional role you will collaborate closely with sales, marketing, product, and subject matter experts within most departments. You will be responsible for clear, effective technical writing as well as effective cross-functional project management, especially given the time-sensitive nature of the deliverables. You will maintain and update the RFP library and will be a subject matter expert on our solutions, as well as our company practices and policies that influence our working relationships with our customers.
Responsibilities:
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- Partner with colleagues to lead proposal development including review of RFP/RFI requirements and questions, drafting new proposal content, merging answers from related prior submissions, reviewing answers with business partners, copy editing, and project managing the RFP/RFI process
- Choose proposal content by identifying and clarifying opportunities and needs; study requests for proposals (RFPs); attend strategy meetings
- Serve as the liaison to business partners from many departments, including sales, marketing, product, customer success, legal, and the Family Guide teams
- Be aware of all corporate policies, including HIPAA compliance and data security requirements
- Participate in the brainstorming and implementation of new messaging and copy that will accelerate Cleo’s sales and marketing goals
- Meet proposal submission deadlines by establishing priorities and target dates for information gathering, writing, review, and approval; entering and monitoring tracking data; coordinating requirements with contributors.
- Maintain quality results by using templates; following proposal-writing standards including readability, consistency, and tone; maintaining proposal support databases
- Ability to manage cyclical workload with tight timelines
- Support other written content creation when RFP/RFI pace is slowerUpdate job knowledge by participating in educational opportunities; maintaining personal networks
Requirements:
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- College degree, English or Journalism majors preferred
- Strong written communication skills and familiarity with technical writing and editing
- Strong project management skills, ability to collaborate effectively cross-functionally
- Experience working on deadline-sensitive projects with tight turnarounds while balancing multiple projects with competing needs
- Build positive relationships cross-functional in efforts to influence collaboration on tight timeframes
- Strong Microsoft Office and Adobe skills – RFP software experience is a plus
- Strong interpersonal skills with the ability to work independently and within a team environment
- Experience in rapid growth, fast changing environment
Cleo is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.