Marketing Proposal Specialist

Cohen & Co

. Create, edit, and manage proposal documents using approved templates and firm resources .

Posted 10/6/2026full-timeUnited StatesJuniorMid-Level💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in proposal development, including drafting, editing, and proofreading content to ensure clarity and alignment with client needs. Proficient in managing multiple projects and deadlines while utilizing Salesforce CRM and Microsoft Office tools to enhance proposal quality and efficiency.

Highest-signal resume keywords

Proposal DevelopmentWriting and EditingProject ManagementSalesforce CRMAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Proposal DevelopmentWritingEditingProofreadingProject ManagementRFP Response CreationRFQ Response CreationRFI Response CreationContent CustomizationQuality Review

Soft Skills

Attention to DetailOrganizational SkillsInterpersonal SkillsCommunication SkillsTeam Collaboration

Tools & Technologies

Salesforce CRMMicrosoft WordMicrosoft PowerPointMicrosoft ExcelInDesign

Industry Keywords

Professional ServicesProposal ManagementBusiness DevelopmentAccountingTax Advisory

About the role

Key responsibilities & impact

Create, edit, and manage proposal documents using approved templates and firm resources
Coordinate proposal development from request through final submission
Customize content to align with client needs while ensuring accuracy and consistency
Support pitch materials, presentations, agendas, and other business development collateral
Draft, edit, and proofread proposal content and supporting materials
Ensure documents are clear, compelling, accurate, and aligned with firm branding and style guidelines
Perform final quality reviews for grammar, formatting, and consistency before submission
Use Salesforce CRM to track proposal activity and retrieve information for proposals and pursuits
Maintain proposal content libraries, templates, and firm experience databases
Organize, file, and archive proposal materials
Partner with accountants, marketing team members, partners, and senior leaders to gather information and develop proposal responses
Support RFP, RFQ, and RFI responses while ensuring compliance with requirements
Assist internal teams with proposal-related requests and business development initiatives
Help maintain and improve proposal processes, templates, and documentation
Track proposal activity and marketing metrics
Identify opportunities to improve efficiency, consistency, and overall proposal quality

Requirements

What you’ll need

Bachelor's degree in English, Journalism, Communications, Marketing, Business, Accounting, or a related field
2-4 years of relevant experience in professional services or a related field
Exceptional writing, editing, proofreading, and grammar skills
Strong attention to detail
Excellent organizational and project management skills
Ability to manage multiple projects and deadlines in a fast-paced environment
Strong interpersonal and communication skills
Proficiency with Microsoft Word, PowerPoint, and Excel
Intellectual curiosity and ability to quickly learn new topics, industries, and service offerings
Team-oriented, resourceful, and collaborative mindset
Preferred: experience supporting proposal development within professional services organizations
Preferred: experience using Salesforce CRM
Preferred: experience creating RFP, RFQ, and RFI responses
Preferred: familiarity with proposal management software, processes, templates, and content libraries
Preferred: experience with InDesign or similar document design software
Preferred: knowledge of accounting, tax, advisory, or professional services environments

Benefits

Comp & perks

Comprehensive and competitive Total Rewards package
Time off outside of standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources and growth opportunities