Senior Proposal Specialist

Mercer • Upper Merion Township, PA

17h • Hybrid

About The Position

We are seeking a talented individual to join our Strategic Bid Center team at Mercer, a Marsh business. This role will be based in any metropolitan market. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Senior Proposal Specialist will write persuasive proposal/presentation content and executive summaries that are geared toward readers' needs and level of knowledge and that follows company best practice approach. The Specialist will also review requests for proposals to better understand proposal submission requirements, facilitate opportunity strategy formulation, working closely with Client Managers/consulting team to help identify client/prospect business-drivers, and creates the optimal proposal communication strategy, corresponding theme and graphic approach, manage the proposal/presentation development process, assuming total responsibility for management of the proposal/presentation development process for small/low complexity projects and major responsibility for large/complex projects.
We will count on you to:
Take a strategic, client-centered approach to every opportunity
Project manage proposals/presentations aligned with client requirements and company branding
Develop/drive internal work plans based on external deadlines — and hold pursuit teams accountable
Research/draft responses to proposal questions in collaboration with content managers and subject matter experts, as needed
Own master documents and incorporate multiple rounds of edits through completion
Partner with a graphic designer to develop engaging deliverables
Ensure internal procedures and best practices are followed for each project

Requirements

• Strong writing, editing and project management skills
• Education: BA/BS (preferably in business, journalism, marketing, English, communication, business writing)
• Experience: 7+ years of investments and proposal writing experience
• Technology: Proficient in Microsoft Office, including Word, PowerPoint, Excel, and Teams
• Ability to manage competing deadlines and adapt to shifting priorities
• Close attention to detail, without losing sight of the bigger picture
• Comfort with ambiguity and frequent change
• High sense of personal accountability and self-motivation
• Ability to work collaboratively and be driven by group feedback

Nice To Haves

• APMP CF or higher Certification
• Experience working in the investments industry
• Prior project management experience with RFI/RFP/DDQs, regardless of industry
• A thirst for knowledge and passion for trying new things
• Familiarity with SharePoint, QorusDocs or online bid procurement tools (such as Ariba)

Responsibilities

• Take a strategic, client-centered approach to every opportunity
• Project manage proposals/presentations aligned with client requirements and company branding
• Develop/drive internal work plans based on external deadlines — and hold pursuit teams accountable
• Research/draft responses to proposal questions in collaboration with content managers and subject matter experts, as needed
• Own master documents and incorporate multiple rounds of edits through completion
• Partner with a graphic designer to develop engaging deliverables
• Ensure internal procedures and best practices are followed for each project

Benefits

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level