Proposal Specialist

The Proposal Specialist is an experienced individual contributor responsible for developing technical and commercial proposals for new equipment, retrofit projects, aftermarket services, and related customer opportunities. Working closely with sales, engineering, project management, supply chain, and operations teams, this role coordinates proposal activities, develops project scope and pricing information, and prepares high-quality proposal documents that support business growth. The Proposal Specialist serves as a primary point of contact during the proposal development process and exercises independent judgment in evaluating technical requirements, schedule considerations, costs, and commercial risks. This role requires strong communication skills, technical aptitude, and the ability to manage multiple proposal opportunities simultaneously. 

DUTIES

1. Develop complete technical and commercial proposals in response to customer requests and bid opportunities. 
2. Review customer specifications, drawings, contracts, and technical documentation to determine project scope and proposal requirements. 
3. Coordinate cross-functional proposal activities involving engineering, sales, supply chain, estimating, project management, and operations personnel. 
4. Assist in developing proposal strategies, execution plans, schedules, pricing, and commercial terms designed to achieve successful project awards. 
5. Research historical project information, engineering documentation, and customer records to support scope development and proposal accuracy. 
6. Prepare proposal exceptions, clarifications, cost summaries, and supporting documentation. 
7. Facilitate proposal review meetings, status updates, and approval processes in accordance with company policies and procedures. 
8. Interface directly with customers, sales representatives, consulting engineers, and third-party partners during the proposal phase. 
9. Track proposal progress, manage multiple concurrent opportunities, and ensure timely submission of proposal packages. 
10. Support post-bid activities including customer follow-up, technical discussions, contract negotiations, and project turnover activities. 
11. Maintain proposal records, bid documentation, and opportunity information within Microsoft Dynamics or other designated systems. 
12. Identify proposal risks and opportunities and communicate recommendations to project stakeholders and leadership. 
13. Support continuous improvement initiatives related to proposal development processes and tools. 
14. Perform other duties as assigned.

QUALIFICATIONS

1. Bachelor's degree in Engineering, Engineering Technology, Technical Design, Construction Management, Business, or a related discipline. 
2. Equivalent combination of education and relevant experience may be considered. 
3. Minimum of 3 years of experience in the power generation, energy, construction, industrial equipment, or related industry. 
4. Experience supporting proposal development, estimating, project coordination, engineering, technical design, or customer-facing project activities. 
5. Experience reading and interpreting technical drawings, specifications, and contract documents. 
6. Experience coordinating work across multiple functional teams and managing competing priorities. 
7. Experience within the boiler, power generation, combustion, environmental, EPC, or industrial equipment industries. 
8. Experience preparing technical and commercial proposals. 
9. Familiarity with ERP, CRM, and product lifecycle management systems. 
10. Experience supporting customer presentations, bid reviews, and contract negotiations. 
11. Knowledge of project cost estimating and schedule development. 
12. Strong written, verbal, and presentation communication skills. 
13. Ability to interpret technical drawings, specifications, and engineering documentation. 
14. Demonstrated organizational and project coordination skills. 
15. Strong analytical and problem-solving abilities. 
16. Ability to work independently with moderate supervision. 
17. Ability to manage multiple projects and deadlines in a fast-paced environment. 
18. Customer-focused mindset with strong interpersonal skills. 
19. Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint. 
20. Experience using Microsoft Dynamics, Oracle, ERP systems, or similar business tools is preferred. 
21. Strong attention to detail and commitment to proposal quality and accuracy.