Proposal Specialist

Who we are:

At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive - personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we've partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today’s changing workforce.

Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we're building healthier, more resilient organizations- one person at a time.

Location: United States

Onsite/Hybrid/Remote: Remote

Required

Languages:

English

Required Experience: 5+ years

Hours: 10am- 6pm EST

Salary: 60,000
-70,000 USD

As a Proposal Specialist, you will manage the proposal process from RFP receipt to submission. This includes assessing compliance requirements, identifying risks, scheduling and facilitating meetings, creating templates, identifying boilerplate content, and collecting core qualification materials (e.g., resumes, biographies, project qualifications, references, certifications, company information). You will also be responsible for assigning responsibilities, monitoring working drafts, editing and formatting drafts, and submitting final materials via email, web portal, or hard copy shipment.

Collaboration with various departments to gather necessary information, ensure proposals are accurate and compelling, and meet submission deadlines is essential.

• Develop and write high-quality proposals in response to RFX and other solicitation documents.
• Gather necessary information from internal stakeholders and ensure proposals align with client needs and company capabilities.
• Create proposal outlines and compliance matrices to meet all requirements.
• Identify gaps or areas for improvement and address them with SMEs and the SAM Lead.
• Manage, coordinate, and track daily proposal activities.
• Communicate and follow up on all data calls, review data received, and request validation/correction as needed.
• Follow color review procedures and ensure content complies with RFX and WPO standards.
• Enhance bids with clear, accessible written content.
• Write bespoke answers to customer questions.
• Include customer-focused sales messages (win themes).
• Develop and edit simple graphics or tabular presentations.
• Identify risks and opportunities.
• Participate in and/or lead meetings to develop win themes and proposal development strategies.

• Perform project close-out by providing new content to the Content Manager for review and insertion into the Content Library.

• Provide quality assurance and best practice reviews for all proposal documents.
• Train new proposal contributors on WPO's proposal process and best practices.
• Share lessons learned with proposal team and external teams on a quarterly basis.
• Prepare and present reports to senior management.
• Perform peer reviews and provide constructive feedback to improve junior proposal developers' output.
• Perform FOIA requests and complete SWOT analysis based on responses.
• Serve as a reviewer for formal reviews (pink, red, white) or as a compliance reviewer on major pursuits.
• Lead debrief meetings and gather client feedback to support continuous improvement.
• Lead the preparation of presentation and interview materials.
• Contribute to internal training on core processes, tools, practices, or special topics.
• Lead the writing of proposals, including executive summaries, past performance, management approaches, and resumes/staffing for major pursuits.
• Mentor junior and intermediate proposal specialists/developers.
• Manage multiple proposals, focusing on project management and quality assurance.

• Participate in and/or lead meetings to develop win themes and proposal development strategies.
• Collaborate with SAM leads, SMEs, corporate resources…