Establish the Firm’s New Business Proposals function by designing and implementing foundational processes, tools, templates, governance, and operating procedures that support efficient, high-quality proposal execution.
Build and organize reusable proposal content, matter descriptions, credentials language, and response libraries; identify opportunities to streamline workflows, reduce duplication, and improve consistency across submissions.
Develop practical guidance and repeatable approaches for working with attorneys and professional staff, helping to define roles, expectations, and best practices in the proposal development process.
Lead the preparation and production of RFPs, RFIs and surveys, ensuring submissions are clear, accurate and aligned with Firm standards.
Draft, edit and refine proposal content using internal resources, databases and materials from across the Firm to craft compelling responses.
Work closely with key CDE colleagues, attorneys, knowledge managers, and Finance to gather insights and tailor proposal materials to client needs.
Lead proposal timelines, track deliverables and help keep attorneys, practice group teams and cross-functional teams organized to meet deadlines.
Lead the creation of and format proposal drafts using Microsoft Word, PowerPoint, Excel and client submission portals.
Maintain proposal tracking and reporting using Microsoft Excel, SharePoint and Salesforce (CRM).
Collaborate with Finance to gather billing rates, fee proposals, and address client fee inquiries.
Lead the creation of and maintain proposal tracking systems and databases that support business development initiatives across the Firm.
Leverage technology that can increase efficiency and enrich responses. Work with relevant AI tools to improve and enhance deliverables.
Requirements
At least 10 years of experience in project management, business writing, RFP submissions or a related area.
Strong interpersonal skills with the ability to build rapport across all levels of the organization and deliver responsive, high-quality support.
Flexibility and willingness to work outside core hours, including occasional evenings, weekends and holidays.
Demonstrated ability to operate independently, exercise sound judgment, discretion and advise senior stakeholders.
Demonstrated ability to handle confidential information with care and professionalism and exercise excellent judgment.
Excellent written and verbal communication skills, with the ability to translate complex information into clear, compelling messaging.
Proven ability to manage multiple priorities in a fast-paced, high-expectation environment.
Advanced proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel) and comfort learning new systems.