Posted 7 months ago
Proposal & Pursuit Specialist
AI Summary
Leads the firm's proposal process and supports pursuits by coordinating proposal development, RFP responses, and pursuit materials with partners and client teams. Also maintains proposal templates, tracks win rates, and improves proposal workflows.
About this role
At HoganTaylor, we're not just about numbers; we're about people. Our firm stands tall on the principles of unity, service, and dynamic, reflecting in everything we do. We are on the lookout for a Proposal & Pursuit Specialist who’s passionate about making a meaningful impact on our clients, our communities, and our team.
The Proposal & Pursuit Specialist plays a central role in how HoganTaylor pursues and wins new client engagements. This role leads the Firm’s proposal process and supports strategic pursuits by helping partners and client teams translate their expertise into compelling proposals and pursuit materials.
Sitting within the Client Success team, the Proposal & Pursuit Specialist works closely with partners, Client Success Managers, marketing, and service line leaders to coordinate proposal development, strengthen the Firm’s pursuit infrastructure, and improve how HoganTaylor goes to market.
The role supports the proposal lifecycle from intake through submission, bringing structure, consistency, and insight to the Firm’s pursuit activity. It is a highly collaborative position with visibility across the Firm and the opportunity to influence how HoganTaylor competes for and wins new business.
What You’ll Do
Proposal & Pursuit Coordination
Coordinate the Firm’s proposal development process and pursuit efforts across teams.
- Facilitate proposal intake and kickoff discussions to align teams on scope, messaging, and timelines
- Coordinate the development of client proposals, RFP responses, and pursuit materials
- Draft and assemble proposal content using Firm templates, credentials, and prior materials
- Collaborate with partners and subject matter experts to refine messaging and positioning
- Manage revision cycles and maintain proposal momentum through submission
- Coordinate final production and submission of proposal materials
Strategic Pursuit Support
Support partners and client teams in preparing for high-value opportunities.
- Assist in the development of finalist presentations and pursuit materials
- Conduct basic prospect research and internal relationship discovery to strengthen proposals
- Coordinate internal teams involved in pursuit efforts
- Support follow-up conversations and capture insights when the Firm’s proposal is not selected
Proposal Infrastructure & Intelligence
Strengthen the Firm’s proposal resources and generate insight that improves the efficiency and effectiveness of the proposal process.
- Maintain proposal templates, content library, and commonly used proposal materials
- Ensure proposal activity and outcomes are properly recorded in CRM
- Track proposal activity and analyze proposal performance, win rates, and pursuit trends
- Identify opportunities to improve proposal processes and consistency across the Firm
- Leverage AI and emerging technologies to improve proposal development, efficiency, quality, and turnaround time
- Identify opportunities to enhance proposal workflows through AI, automation, and innovative uses of technology
What You Bring
Required
- Bachelor’s degree in Marketing, Communications, Business, Journalism, or related field
- 5+ years of experience in proposal development, pursuit management, marketing, or business development
- Exceptional writing, editing, and communication skills
- Strong project management and organizational abilities
- Ability to manage multiple complex deadlines and stakeholders
Preferred
- Experience in professional services, consulting, or advisory environments
- Experience managing RFP and proposal processes
- Familiarity with CRM systems and proposal tracking tools
- Familiarity with generative AI tools and their application to content development, research, and business processes, with an aptitude for learning and adopting new technologies
What This Role Offers
- Direct collaboration with partners and Firm leadership on strategic pursuits
- Visibility into how the Firm wins and grows client relationships
- Opportunity to help shape how HoganTaylor pursues and wins strategic client relationships
- A meaningful role in supporting HoganTaylor’s continued growth
Why HoganTaylor?
- Reputation for Excellence: Join a team recognized as a Best Place to Work in Oklahoma and Arkansas and one of Accounting Today’s Best of the Best Firms. At HoganTaylor, you’ll be part of a firm known for exceptional client relationships and a standard of excellence.
- Meaningful Connections: Build deep relationships—not just with colleagues, but with clients and the communities we serve. At HT, people are at the center of everything we do.
- Purpose-Driven Culture: Be part of something bigger. Our commitment to service means you’ll have opportunities to give back, make an impact, and support the causes that matter to you.
- Innovation and Leadership: At HT, your voice matters. We believe everyone is a leader in their own right, and we encourage fresh ideas, diverse perspectives, and forward-thinking solutions. You won’t just have a seat at the table—you’ll help shape the conversation.
- Elevate Your Career: We invest in your growth. Our tailored, one-size-fits-one approach to learning and development puts you in the driver’s seat, giving you the tools and support to thrive personally and professionally.
Embrace the opportunity to do work that matters in an environment that supports your life and your ambitions. Your journey at HoganTaylor starts now!
Skills
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