Proposal Analyst Job Description
Proposal Analyst Duties & Responsibilities
To write an effective proposal analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included proposal analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Proposal Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Proposal Analyst
List any licenses or certifications required by the position: APMP, PMI, EVMS, PMP, CAM, USG, NCMA, MBA
Education for Proposal Analyst
Typically a job would require a certain level of education.
Employers hiring for the proposal analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Education, Business/Administration, Marketing, English, Journalism, Engineering, Economics
Skills for Proposal Analyst
Desired skills for proposal analyst include:
Desired experience for proposal analyst includes:
Proposal Analyst Examples
Proposal Analyst Job Description
- Compiles cost, schedule, and technical elements in the development of cost proposals in accordance with request for proposal (RFP) specifications
- Participates as a member of the contract negotiating team as necessary
- Prepare Procurement Review Board (PRB) briefings showing supplier proposed vs
- Build “market checklist” with Account Manager and/or Producer to determine correct carrier markets to be shopped on a given line of coverage (Life, Dental, Disability, Health)
- Upon receipt of quotes, use “best judgment” based upon market knowledge to determine whether additional plan designs or carriers should be shopped
- Research and provide input for the technical and business solution
- Create and edit sales-oriented technical documentation
- Manage the creation of customer-ready material and responses to RFI/RFQ/RFPs and Sales-initiated proposals
- Assist with print production and binding, when applicable
- Hard copy proposal print production, which would include printing of documents for various color reviews, final proposal production
- Set up pricing structure in SBT and ACES
- Bachelors degree in Business Management, Finance, Accounting, Mathematics, or related discipline
- The candidate should be proficient in Microsoft Office
- Bachelor’s Degree (BA or BS) in Finance or Business
- 0-2 years of experience in Auditing, cost/government accounting, general ledger accounting and /or government contract administration
- Bachelor’s degree or above in Accounting, Finance, Engineering, Mathematics or other related field with 1-3 years related experience
Proposal Analyst Job Description
- Researches and analyzes data
- Responsible for supporting the coordination and content response development of public sector requests for information (RFIs), requests for proposals (RFPs), and other public sector procurement documents and unsolicited proposals for SaaS/PaaS solutions
- Participate in the analysis of RFI-RFP opportunities as a team and Go/No Go decision process
- Develop internal response plan and schedule for all phases of the development process in response to RFPs and RFIs
- Manage/track all aspects of content preparation, revision, and submission
- Structure, write, edit, and format technical response content, tailoring the content around the RFI-RFP customer requirements, in a creative, compelling, and compliant manner
- Participate in the development of written questions to seek clarification from RFI-RFP procurement officials throughout the procurement process, and remain current on all amendments and modifications
- Review and understand customer requirements
- Participate in developing and writing proposal win themes and executive summary sections
- Identify customer use cases and customer references to be considered
- Bachelor’s degree in Business Management, Finance, Accounting, Supply Chain, Mathematics or related discipline
- Ability to handle multiple tasking in a fast paced environment and be detail & teamwork oriented
- Strong verbal and written communication skills, the ability to interact face-to-face with senior levels of management and customer organizations
- Bachelor's degree (English, Technical Writing, Marketing) or equivalent experience
- MS Office experience (Word, Excel, and PowerPoint)
- Knowledge or experience in sales, sales support, marketing, or proposals
Proposal Analyst Job Description
- Work on multiple RFI-RFPs, balancing milestones and due dates of each
- Edit Power Point presentations, Power Point graphics, and other related materials in support of proposals support for marketing efforts
- Conduct public proposals for proactive, innovative and creative way, using the guidelines of the area and service procedures for different situations and analyzing the scenario of macro form
- To discuss, analyze and assist in the validation of information from the responsible areas, developing / maintaining partnership relations with them
- Develop relationships with internal customers, touting the services provided by the area and seeking to conquer new services each made support
- Identify opportunities to create efficiency and / or improvement of internal processes or services
- Comply with the internal procedures of the company and the area, strengthening the image of the Proposal Factory as a partner and regulatory procedures that mitigate risk to the enterprise
- Know the company's offerings and understand the scope of the proposal supported, seeking to raise the level of seniority and experience in care
- Report detailed risks and points of attention to leadership in a timely manner so that appropriate action can be taken
- Receiving and analyzing vendor quotes, and recommending and selecting suppliers
- Demonstrated ability to manage details, drive projects, and work with cross-functional teams
- Possess the ability to interview subject matter experts to extract technical information for use in proposals
- 2 years of experience in Business, Material cost estimating, Proposal analysis or Global supply chain experience
- Bachelor’s degree in Buisness Administration, Accounting, Economics, Finance
- Ability to ensure that projects are completed on schedule following established procedures and schedules
- Ability to identify and gather relevant data (e.g., similar to data, competitive assessments, labor hours, material costs, ) regarding proposals under one’s service from financial systems or appropriate contact in a timely manner
Proposal Analyst Job Description
- Providing general guidance and support and reviewing work products with co-workers
- Preparing Bill of Material pricing templates in order to support proposal specific pricing models
- Preparing Material Price Analysis to support supplier cost reasonableness and source selection
- Understanding of Labor Standards and Routings in regards to developing a labor estimate for factory labor
- Preparing a Factory Labor Estimate using the Quotation Estimating System (QUEST) in SAP, along with internal pricing tools
- Receiving and analyzing Factory Labor Estimates from Operations and Operations Program Managers, including cost factors (CFs) and cost estimating relationships (CERs)
- Evaluate technical requirements in RFP/RFI documentation, and select appropriate responses from a managed RFP database
- Analysis of requirements and manage response workflow
- Create technical response as part of proposal
- Maintain and enhance existing RFP database with content and documents to minimize the effort and enable others to respond to RFPs
- Bachelors degree from an accredited college in a related discipline with 2 years of professional experience
- Bachelor's Degree in Business, Finance, Accounting, Economics or related/applicable field
- Manages and provides responses to multiple RFP projects and sales proposals (where assistance is required) effectively
- Ensures final RFP response complies with all submission requirements and has obtained feedback from key internal stakeholders
- Works with RFP team and business partners to create a customized, customer-centric, and cohesive look and feel final presentation
- Project Manages and chairs weekly project calls
Proposal Analyst Job Description
- Work directly with Capture Managers and Proposal Managers to plan and execute proven and effective proposal processes
- Support team as lead editor
- Serve as SharePoint administrator and developer
- Virtual Proposal System (VPS) administrator (configuration management software)
- Plan, execute and coordinate proposal production and support staffing
- Support planning and conduct of proposal color reviews
- Ensure proposal components come together at the right place and time
- Skillful coordination of cross-functional team members (such as Sales, Finance, Operations, Services, Marketing)
- Timeline management, and document editing
- Maintaining related databases
- Manages and maintains the RFP tools including the RFP database, presentation decks, templates and obtains compliance approvals on content where required
- Works with the Merchant RFP team to review and update on a scheduled bases and analytics
- Completes special Sales Effectiveness and Product Management projects as assigned including developing department presentation decks
- Must be able to work varying schedule with high levels of overtime as driven by proposal demands
- Develop Mid-Large complex cost volume narratives, paying careful attention to key strategies and tactical assumptions and parameters
- Proven ability to interact effectively with Customer legal and procurement teams, executive escalations