Proposal Specialist

Job Summary

Proposal Specialist Pre-Sales Support (Contact Center & IT Solutions)

Role Overview

The Proposal Specialist is responsible for preparing high-quality compliant technical proposals for enterprise and government opportunities. This role supports the full pre-sales cycle translating complex technical solutions into clear structured documentation and assisting sales teams in positioning solutions competitively.

The position works closely with sales pre-sales and technical teams to ensure proposals reflect solution capabilities meet client requirements and drive win rates.

Key Responsibilities

1. Proposal Development

• Lead preparation of technical proposals for RFP RFI and RFQ opportunities.

• Develop executive summaries solution overviews scope of work technical methodology and implementation plans.

• Ensure proposals comply with client requirements and tender specifications.

• Maintain and improve proposal templates and modular content blocks.

• Manage proposal timelines internal reviews and final submission.

2. Pre-Sales Support

• Collaborate with sales teams to analyze client requirements.

• Translate technical architectures into customer-friendly proposal language.

• Prepare solution diagrams technical descriptions and supporting visuals.

• Support bid clarifications and Q&A stages.

3. Contact Center & CX Solutions

• Develop proposal content for enterprise contact center and CX platform solutions.

• Document omnichannel design workforce management call routing and self-service flows.

• Position survey management and local recording solutions within broader CX proposals.

4. IT Infrastructure & System Integration

• Prepare content for IT infrastructure cloud/on-premise environments networking and security.

• Document integration architecture and enterprise platform solutions.

• Support hybrid cloud data center and managed services proposals.

5. Proof of Concept (PoC) & Demonstration Support

• Assist in preparing PoC environments for solution validation.

• Develop demo scenarios aligned with customer requirements.

• Document PoC results and support live demonstrations.

6. Pricing & Bill of Materials (BOM) Support

• Assist in preparing accurate BOMs for hardware software and services.

• Support cost estimates and commercial summaries.

• Maintain reusable pricing templates and commercial frameworks.

7. Knowledge Management & Continuous Improvement

• Maintain structured proposal content library.

• Capture lessons learned to improve future proposals.

• Continuously refine proposal processes templates and quality standards.

• Track market and competitor trends relevant to solutions offered.

Required Skills & Experience

• 37 years of experience in technical proposal preparation pre-sales support or bid management.

• Proven experience responding to RFPs RFIs and enterprise or government tenders.

• Strong understanding of contact center solutions CX platforms IT infrastructure and system integration.

• Ability to translate complex technical solutions into clear structured documentation.

• Proficient in Microsoft Word PowerPoint Excel and diagram tools (e.g. Visio Lucidchart).

• Experience collaborating cross-functionally with sales technical and delivery teams.

Preferred Knowledge

• Hands-on experience with enterprise contact center platforms.

• Familiarity with omnichannel CX design cloud environments and managed services.

• Knowledge of government/public sector tendering processes in the region.

Professional Competencies

• Analytical thinking and ability to deconstruct complex RFPs.

• Excellent technical writing and documentation skills.

• Self-directed with strong time management and prioritization.

• Effective communicator and collaborator.

• Attention to detail compliance accuracy and quality standards.

• Commercially aware of how proposal quality impacts business outcomes.

Working Conditions

• Fully remote position.

• Flexible hours with expected overlap with regional teams.

• Communication via collaboration tools.

Key Skills

• Mechanical Design
• 2D Animation
• ASME Codes & Standards
• Construction Estimating
• Layout Design
• Creo
• Mechanical Engineering
• Visual Basic
• Autocad
• Auto Estimating
• Proposal Writing
• MRP

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