Business Development Proposal Operations Specialist
Listed on 2026-07-27
-
Business
CRM System
Revamp is seeking a Business Development Specialist to establish and reinforce systems that empower our Client Services team to pursue impactful projects that meaningfully accelerate the renewable energy transition. You'll help shape a smoother, more consistent pursuit experience by supporting proposals, keeping our tools and information organized, and helping us continually improve how we show up for clients and partners across the clean energy ecosystem.
You will serve as the day-to-day owner of our proposal software and CRM, ensuring our systems are well-configured, consistently used, and generating actionable insights that help us win the right work and deliver the greatest impact.
This specialist role is suited to someone who combines deep technical fluency in marketing and proposal platforms with strong organizational instincts and an eye for quality. You'll work cross-functionally with the Client Services team, technical leads, and firm leadership to strengthen how we engage with clients, pursue new work, and measure success. You'll bring structure, repeatability, and polish to our external-facing activities, helping us win and deliver renewable energy projects that will deliver clean electricity for decades to come.
Duties & Responsibilities:Proposal Library + Template Management
- Lead implementation, configuration, and ongoing management of Panda Doc as Revamp's primary proposal template platform, building the system from its current early stage into a fully operational tool for the Client Services team.
- Build and maintain a library of proposal templates, content blocks, and reusable assets within Panda Doc, keeping materials current with evolving service lines and brand standards.
- Train and support team members on Panda Doc workflows and template use.
- Identify opportunities to improve proposal efficiency and consistency through Panda Doc automation and content governance.
- Own day-to-day administration of Hub Spot, including contact and company records, pipeline configuration, pursuit tracking, and reporting.
- Ensure data integrity across the CRM, developing and enforcing data hygiene standards and input protocols for the Client Services team.
- Build and maintain dashboards and reports that surface win/loss trends, pipeline health, and activity metrics for leadership.
- Coordinate integration of Hub Spot with other platforms to support centralized pursuit visibility and cross-functional workflows.
- Manage end-to-end bid support for Project Managers, including development/software support and compliance review.
- Maintain and continuously improve BD templates, boilerplate content, and project sheets to ensure accuracy, brand consistency, and usability across the team.
- Support development of specialty proposals and pursuit presentations in collaboration with technical leads and the Client Services team.
- Conduct research into market trends, client needs, and competitor positioning to inform go/no-go decisions and pursuit prioritization.
- Collaborate with the other team members to develop marketing content around new markets or services.
- Manage the distribution, tracking, and synthesis of Client Experience Surveys to inform client development and service improvement efforts.
- Maintain a standardized client appreciation process to reinforce long-term relationship building and brand loyalty.
- Manage a long-term business development calendar to support contact outreach and management.
- Serve as the primary administrator for BD-related databases, ensuring records are accurate, complete, and consistently maintained.
- Develop and document systems and processes for data management across proposal, CRM, and client engagement platforms.
- Identify and address gaps in data capture, reporting, and platform utilization.
- Contribute original writing to proposal and pursuit materials, working alongside technical leads to translate complex engineering content into clear, compelling client-facing language.
- Collaborate with team members to support technical content…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).