Website:
cbizindia.com
Job details:
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C
Role Summary
The Senior Executive will support the end-to-end development of high-quality proposals, presentations, and business development materials. This role requires strong project coordination, attention to detail, and advanced formatting skills in Microsoft Word and PowerPoint to ensure client-facing deliverables are polished, compliant, consistent with brand standards, and completed within agreed timelines.
Roles & Responsibilities
- Manage proposal support requests from intake through final delivery, including review of RFP requirements, timelines, assignments, draft development, review cycles, and submission readiness.
- Coordinate with practitioners, subject matter experts, marketing, scheduling, pricing, and other stakeholders to gather required inputs and keep proposal activity moving according to agreed deadlines.
- Conduct client and opportunity research to inform proposal strategy; storyboard content, shape messaging, and support the development and finalization of win themes and client value propositions.
- Prepare, edit, proofread, and format proposal documents, pitch materials, bios, case studies, timelines, appendices, and related business development collateral.
- Ensure proposals and presentations follow brand standards, template requirements, formatting guidelines, grammar/style expectations, and RFP instructions.
- Create, maintain, and organize a centralized repository of proposal content, templates, bios, case studies, past responses, and reusable sales materials; manage and update opportunity, contact, activity, and proposal-related information in Salesforce CRM to support accurate tracking and reporting.
- Support quick-turn deliverables, including last-minute edits, formatting clean-up, presentation refreshes, and final quality checks before delivery.
Skills and Qualifications
- Strong experience supporting proposal development, pursuit management, sales enablement, marketing operations, or client-facing business development deliverables.
- Advanced proficiency in Microsoft Word, including styles, formatting, tables, headers/footers review, layout consistency, proofreading, PDF preparation, and document clean-up.
- Advanced proficiency in Microsoft PowerPoint, including slide formatting, template alignment, presentation clean-up, visual consistency, image placement, and executive-ready deck preparation.
- Excellent written communication, editing, proofreading, grammar, and attention-to-detail skills.
- Ability to manage multiple deadlines, prioritize competing requests, and work effectively in a fast-paced, deadline-driven environment.
- Strong collaboration skills with the ability to follow up professionally, clarify requirements, and coordinate across teams and time zones.
- Demonstrated flexibility and adaptability in working with multiple stakeholders, balancing differing priorities, communication styles, and feedback while maintaining quality and timely delivery.
Tools & Technical Proficiency
- Microsoft Word – advanced formatting, template use, document production, editing, and finalization.
- Microsoft PowerPoint – advanced formatting, presentation clean-up, template alignment, and slide production.
- Microsoft Excel – basic to intermediate tracking, list management, and reporting support.
- SharePoint/OneDrive – file management, collaboration, and version control.
- Pardot/Salesforce – preferred experience for marketing campaign, lead generation, and opportunity tracking support.
- CoPilot – Good to have a Certification and knowledge to use CoPilot and other AI tools.
- 4+ Years of experience in Proposal management, writing and pursuit coaching for Senior Associate.
- Bachelor’s degree in marketing, communications, business administration, English, or a related field preferred. Master’s degree preferred.
- Relevant experience in proposal management, sales support, marketing operations, pursuit coordination, or document production preferred.
- Professional services, consulting, accounting, advisory, insurance, benefits, or technology industry experience is a plus.
Preferred / Good-to-Have Skills
- Experience coordinating events, webinars, seminars, conferences, client meetings, or internal business development programs, including logistics, invitations, attendee tracking, and follow-up support.
- Exposure to lead generation activities, including prospect research, contact list development, campaign support, pipeline tracking, and coordination with sales or client service teams.
- Working knowledge of Pardot or similar marketing automation tools for campaign support, email list management, landing page/form coordination, reporting, and lead nurture activities.
- Experience using CRM or workflow tools such as Salesforce, Asana, SharePoint, or similar platforms to track opportunities, assignments, approvals, and deliverables.
Perks & Benefits
- Competitive remuneration and benefits package:
- Insurance Benefits – Health Insurance cover for family includes2 parents, OPD & Term life Insurance.
- Paid time off - Parental leaves (Maternity &Paternity leaves), Paid Leaves.
- Work life Harmony- Hybrid work model.
- Mobility Benefits - Relocation benefits and door to door transportation.
- Retiral Benefits - Employee PF Contribution, Gratuity, Leave Encashment.
- Once in a lifetime opportunity to set up offshore business for one of the 10th largest Financial Services and CPA firm in the US.
- Chance to work with a team of talented and passionate individuals who are committed to delivering high-quality work to our clients.
- The opportunity to thrive in a high-performance environment while contributing to the foundation of a new division.
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