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Plante Moran

Audit, tax, consulting, wealth management

Proposal Manager

Proposal ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A minimum of 6 years of increasing responsibility and demonstrable business writing experience, including developing proposals in a professional services or corporate environment.
  • A bachelor's degree in Marketing, Business Administration, English, Journalism, Communications, or another related subject area from an accredited college or university.
  • Advanced Microsoft Office, Word, and PowerPoint skills.
  • Literacy in using AI in a professional business environment, specifically CoPilot.

Responsibilities

  • Lead pursuit processes from start to finish by developing sales strategies and writing persuasive messages based on research profiles, meetings with client service professionals, meetings with target-company staff and management, and knowledge of the firm's offerings.
  • Collaborate with pursuit teams and manage large teams of service providers and stakeholders.
  • Create proposals, requests for proposals (RFP) responses, presentations, and other sales deliverables.
  • Serve as the central point of contact and lead project manager for assigned proposals while managing multiple proposals and pursuit deliverables simultaneously.
  • Facilitate teams of client service professionals, graphic design team resources, marketing professionals, and other pursuit resources to produce deliverables.
  • Deliver comprehensive, timely responses that position the firm as the first-choice firm while maintaining compliance with RFP processes and proposal directives.
  • Develop persuasive messages based on pursuit research, customer personas and profiles, buyer journey and buyer group staging, meetings with client service professionals, communications with customer staff and management, prior pursuit experiences, and knowledge of the firm's offerings.
  • Engage and collaborate with additional firm resources as necessary to produce quality deliverables by the deadline.
  • Lead and facilitate preparation of finalist presentations for pursuits and RFPs to support the win strategy, including all stages of a multi-stage process until selection.
  • Develop talking points and presentation deliverables in collaboration with presenters.
  • Lead and coach internal dry runs before presentation dates, provide constructive feedback to presenters, and finalize presentation materials.

Desired Qualifications

  • QorusDocs experience is preferred but not required.

About the Company

Plante Moran

Audit, tax, consulting, wealth management

Plante Moran is a large professional services firm offering audit, tax, consulting, and wealth management. Its services help clients manage risk, optimize finances, and plan strategy through teams of specialists who work with clients across 23 locations and internationally. The firm labels itself as people-first, aiming to treat business as personal and to build lasting relationships with clients, employees, and communities. Its product is delivered as practical advisory work—audits, tax planning, management consulting, and wealth guidance—tailored by multidisciplinary teams that partner with clients to advance their businesses and chart new territories. The main differentiator is the emphasis on people and personal service, backed by a century-long history and a large, distributed network of professionals. The goal is to be a trusted advisor that clients can rely on to grow their business, strengthen strategies, and support those who depend on them.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
1924

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