About the job Proposal Specialist
Proposal Specialist – Pre-Sales Support (Contact Center & IT Solutions)
Role Overview
The Proposal Specialist is responsible for preparing high-quality, compliant technical proposals for enterprise and government opportunities. This role supports the full pre-sales cycle, translating complex technical solutions into clear, structured documentation and assisting sales teams in positioning solutions competitively.
The position works closely with sales, pre-sales, and technical teams to ensure proposals reflect solution capabilities, meet client requirements, and drive win rates.
Key Responsibilities
1. Proposal Development
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Lead preparation of technical proposals for RFP, RFI, and RFQ opportunities.
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Develop executive summaries, solution overviews, scope of work, technical methodology, and implementation plans.
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Ensure proposals comply with client requirements and tender specifications.
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Maintain and improve proposal templates and modular content blocks.
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Manage proposal timelines, internal reviews, and final submission.
2. Pre-Sales Support
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Collaborate with sales teams to analyze client requirements.
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Translate technical architectures into customer-friendly proposal language.
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Prepare solution diagrams, technical descriptions, and supporting visuals.
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Support bid clarifications and Q&A stages.
3. Contact Center & CX Solutions
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Develop proposal content for enterprise contact center and CX platform solutions.
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Document omnichannel design, workforce management, call routing, and self-service flows.
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Position survey management and local recording solutions within broader CX proposals.
4. IT Infrastructure & System Integration
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Prepare content for IT infrastructure, cloud/on-premise environments, networking, and security.
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Document integration architecture and enterprise platform solutions.
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Support hybrid cloud, data center, and managed services proposals.
5. Proof of Concept (PoC) & Demonstration Support
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Assist in preparing PoC environments for solution validation.
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Develop demo scenarios aligned with customer requirements.
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Document PoC results and support live demonstrations.
6. Pricing & Bill of Materials (BOM) Support
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Assist in preparing accurate BOMs for hardware, software, and services.
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Support cost estimates and commercial summaries.
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Maintain reusable pricing templates and commercial frameworks.
7. Knowledge Management & Continuous Improvement
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Maintain structured proposal content library.
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Capture lessons learned to improve future proposals.
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Continuously refine proposal processes, templates, and quality standards.
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Track market and competitor trends relevant to solutions offered.
Required Skills & Experience
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3–7 years of experience in technical proposal preparation, pre-sales support, or bid management.
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Proven experience responding to RFPs, RFIs, and enterprise or government tenders.
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Strong understanding of contact center solutions, CX platforms, IT infrastructure, and system integration.
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Ability to translate complex technical solutions into clear, structured documentation.
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Proficient in Microsoft Word, PowerPoint, Excel, and diagram tools (e.g., Visio, Lucidchart).
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Experience collaborating cross-functionally with sales, technical, and delivery teams.
Preferred Knowledge
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Hands-on experience with enterprise contact center platforms.
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Familiarity with omnichannel CX design, cloud environments, and managed services.
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Knowledge of government/public sector tendering processes in the region.
Professional Competencies
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Analytical thinking and ability to deconstruct complex RFPs.
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Excellent technical writing and documentation skills.
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Self-directed with strong time management and prioritization.
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Effective communicator and collaborator.
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Attention to detail, compliance accuracy, and quality standards.
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Commercially aware of how proposal quality impacts business outcomes.
Working Conditions
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Fully remote position.
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Flexible hours with expected overlap with regional teams.
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Communication via collaboration tools.