- Write, design, and edit tailored proposals, presentations, and sales materials with selling executives.
- Join select lead or client calls to gather insights and inform proposal structure, tone, and messaging.
- Collaborate with executives to define proposal scope, structure, and content aligned with client needs and firm standards.
- Establish and maintain timelines and deadlines for high-quality, on-time delivery.
- Prepare selling executives for sales and lead meetings by drafting background notes or assembling materials.
- Draft and send thank-you or follow-up emails after lead or proposal meetings.
- Coordinate review time with the Executive Partnerships team and keep proposal next steps on track.
- Proofread and edit team materials, presentations, and deliverables for accuracy, clarity, and consistency.
- Maintain organized proposal and lead folders in SharePoint and use approved templates.
- Use writing and design tools such as Grammarly and Canva, and identify opportunities to improve or repurpose proposal content.
Project ManagementSharePointMicrosoft Excel+2 more