#LI-CF2 #LI-Remote
ResponsibilitiesIf you are looking for more than a traditional proposal role, this opportunity offers direct exposure to executive priorities, high-growth AI initiatives, and the ability to play a visible role in shaping how CBIZ wins in the market.
This role sits at the center of CBIZ Technology’s AI growth strategy. The Proposal Strategy & Pursuit Specialist partners closely with sales leaders, solution experts, and marketing to bring our most important opportunities to life by crafting compelling, client-facing narratives that clearly articulate business value and differentiate CBIZ in a competitive AI landscape.
You will help translate complex AI solutions including Microsoft Copilot, data, and transformation services into clear, executive-level messaging that resonates with CEOs, CFOs, and business leaders.
This is not just a coordination role. It is a high-impact position that directly influences revenue growth, client experience, and how CBIZ shows up in the market.
Essential Functions and Primary Duties
Support the preparation, formatting, and assembly of proposals, RFP responses, presentations, and supporting sales materials.
Coordinate and manage the end-to-end RFP process, including intake, qualification, calendaring, compliance tracking, kickoff coordination, response collection, review cycles, and final submission support.
Help organize response plans, responsibilities, review cycles, and deadlines to keep proposal and RFP pursuits on track.
Maintain RFP schedules, requirements matrices, content trackers, and submission checklists to improve consistency, responsiveness, and quality control.
Coordinate content collection from internal stakeholders and help organize proposal inputs, deadlines, and version control.
Edit and proofread content to ensure clarity, consistency, accuracy, and adherence to brand standards.
Maintain proposal content libraries, templates, resumes, case studies, and standard response materials.
Assist with scheduling meetings, tracking deliverables, and monitoring proposal milestones.
Collaborate with sales, marketing, and solution teams to help produce polished, client-ready deliverables.
Support administrative and logistical tasks related to pursuits, client presentations, and business development initiatives.
Use applicable technology tools to manage documents, shared files, and production workflows efficiently.
Preferred Qualifications
Associate’s or bachelor’s degree in communications, marketing, business, or a related field.
Experience supporting proposals, RFP responses, or sales pursuits in a professional services or technology environment.
Strong proofreading, formatting, and document production skills.
Familiarity with Microsoft Word, PowerPoint, Excel, and collaboration platforms used for proposal development.
Ability to manage multiple deadlines in a fast-paced environment with strong attention to detail.
Interest in AI, emerging technology, or consulting services.
Minimum Qualifications
- High School Diploma or GED equivalent
- 1 year of relevant experience
- Must be able to work in a team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- High School Diploma or GED equivalent
- 1 year of relevant experience
- Must be able to work in a team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
- Associate's or bachelor's degree in communications, marketing, business, or a related field
- Experience supporting proposals, RFP responses, or sales pursuits in a professional services or technology environment
- Strong proofreading, formatting, and document production skills
- Familiarity with Microsoft Word, PowerPoint, Excel, and collaboration platforms used for proposal development
- Ability to manage multiple deadlines in a fast-paced environment with strong attention to detail
- Interest in AI, emerging technology, or consulting services
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
