Proposal Specialist

Our mission is to make communities SHINE
! Our team provides excellent service to our clients, all while nurturing communities, acting with integrity
, and hustling to get the job done.

The Proposal Specialist manages the full lifecycle of non‑project proposals, from intake and review through client‑facing submission, ensuring accuracy, professionalism, and timely delivery. This role plays a critical part in supporting growth by developing high‑quality proposals, helping secure new business opportunities, and maintaining an organized and efficient proposal process.

• Review incoming non‑project proposal requests for completeness and accuracy
• Coordinate with account management and field operations to gather necessary scope details
• Ensure all required information is in hand before beginning proposal development
• Develop professional, accurate, client‑facing proposals for non‑project work
• Present pricing, scope, and terms clearly and in a format consistent with client and company standards
• Ensure proposals are reviewed and approved internally prior to submission
• Enter completed proposals into client portals and all relevant internal systems
• Track submission status and follow up on pending portal entries
• Monitor and track all active proposals from submission through approval or rejection
• Maintain an organized log of current and historical proposal activity
• Communicate proposal status updates to Account Managers and internal stakeholders as needed
• Drive continuous improvement initiatives and support the development of best practices for strategic account management

No supervisory responsibilities.

• Experience in proposal writing, estimating, or a similar role in field service or facilities management
• Strong written communication skills and attention to detail
• Comfortable working in client portals and work order management systems
• Ability to manage multiple proposals simultaneously and meet deadlines
• Organized and proactive, able to track and manage a high volume of submissions

Education:

Bachelor's degree in construction management, Business Administration, or related field (or equivalent experience).

Experience:

Excellent organizational and time management skills with attention to detail; ability to manage multiple priorities in a fast‑paced environment.

• HVAC estimating experience strongly preferred, Plumbing a plus
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple proposals and deadlines simultaneously

The physical demands of this job include standing, moving, operating with hands and arms, and lifting up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties, the employee is occasionally required to stand, move, operate with hands and arms, and lift up to 25 pounds. The employee is regularly required to use hands to operate or feel objects, tools or controls, communicate, distinguish or identify, adjust or focus.

Primarily office‑based with occasional visits to project sites. Must be able to sit, type, and work at a computer for extended periods, and manage multiple deadlines and high‑volume workloads.

EOE, including disability/vets.