The Role
Support strategic sales pursuits by developing high-quality proposals, slide decks, and meeting materials; coordinate pursuit team meetings; maintain proposal templates and sales tool library; advise on best practices and use automation tools to streamline drafting while ensuring brand consistency and timely delivery.
Summary Generated by Built In
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Growth team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Sales Support Project Specialist to join their dynamic team.
The Sales Support Project Specialist plays an important role in supporting strategic sales pursuits to ensure Aprio is highly competitive in the marketplace. This is a hands-on role in which the person will work with client-facing deal owners across the firm to improve sales results by developing attractive, high-quality meeting materials and proposals in a timely manner.
Responsibilities:
- Develop thorough understanding of Aprio’s services and leaders of different industry groups and service lines
- Organize and participate in pursuit team meetings for strategic pursuits
- Educate deal owners across the firm regarding what tools are available to support their pursuits
- Stay current on industry news, client priorities and market trends to help pursuit teams create relevant, informed and compelling proposal content
- Build on existing proposal processes while testing new ideas, improving workflows and helping the team deliver more effective pursuit materials
- Assist service line leaders with the development and maintenance of proposal templates in Word and Power Point
- Use AI and other tools thoughtfully to streamline proposal development, improve efficiency and support high-quality work
- Support brand consistency while working in Word and PowerPoint
- Advise pursuit teams on proposal best practices, including personalization, positioning, messaging, industry relevance and clear articulation of Aprio’s value
- Manage development of key pursuit proposals with strong attention to detail with high sense of urgency
- Support creation of placemats, slide decks and other materials for meetings
- Ensure quality of meeting materials and proposals
- Ensure service sales materials are kept up to date in the sales tool library
Qualifications:
- 3-5 years of experience in B2B proposal and sales support (ideally in a professional services environment)
- Strong attention to detail
- Strong writing and editing skills
- Team player focused on developing strong processes
- Knowledge of CRMs/Hubspot helpful
- Knowledge of Microsoft Office Suite preferred; Canva a plus
- Design and layout skills
- Ability to prioritize and manage multiple tasks efficiently
- Ability to communicate effectively with firm leaders
- Ability to create timelines and schedules to ensure timely project completion
- Ability to maintain comprehensive project documentation and records
Preferred Qualifications
- Knowledge of CRMs/Hubspot
- Design and layout skills
- Canva proficiency
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Skills Required
- 3-5 years of experience
- Strong attention to detail
- Strong writing and editing skills
- Team player focused on developing strong processes
- Knowledge of CRMs/HubSpot
- Knowledge of Microsoft Office Suite
- Canva
- Design and layout skills
- Ability to prioritize and manage multiple tasks efficiently
- Ability to communicate effectively with firm leaders
- Ability to create timelines and schedules to ensure timely project completion
- Ability to maintain comprehensive project documentation and records
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
