Proposal Specialist

Role Overview

Proposal Specialist in the USA or Canada

Cloud for Good is looking for a self-motivated individual to manage the creation of proposals in response to client RFPs. This role is responsible for coordinating all administrative aspects of assembling the necessary content from multiple stakeholders for successful proposal creation. This is a great opportunity to experience and contribute to our sales and services teams as we solution for our education and nonprofit clients to benefit from the transformative impacts of Salesforce.

Location: Virtual, Home-based office in the US or Canada

Work Authorization: Citizens or Permanent Residents of USA or Canada. Cannot provide Visa sponsorship.

Key Skills:

• Experience: Bachelor’s degree or equivalent relevant professional experience; 5+ years leading and writing complex technology consulting RFP/RFI proposals, ideally including multimillion-dollar Salesforce or enterprise transformation pursuits.
• Winning proposals: Proven record of developing persuasive, winning proposals for competitive, high-value deals; able to describe personal ownership, pursuit strategy, contribution to win themes, and lessons learned from wins and losses.
• Salesforce fluency: Strong Salesforce consulting and implementation fluency, including core platform capabilities, relevant industry clouds, configuration versus customization, data and integration architecture, migration, reporting, security, testing, and deployment.
• RFP interpretation: Ability to interpret detailed RFP requirements and convert them into a coherent initial solution response framework, validate it with architects, and challenge missing or inconsistent technical inputs without assuming final architecture authority.
• Sizing and estimation: Working knowledge of solution sizing and estimation: work packages, effort drivers, role-based staffing, implementation phases, resource loading, dependencies, assumptions, and pricing inputs; capable of identifying underestimated scope and schedule risks.
• Pursuit strategy: Strategic pursuit judgment: evaluation-criteria analysis, client priorities, win themes, competitive differentiation, executive messaging, and disciplined bid/no-bid input.
• Public sector: Experience with public sector or state and local government procurement and solicitations; familiarity with mandatory compliance and formal proposal evaluation.
• Writing and communication: Excellent proposal writing and editing skills, especially executive summaries, client-specific solution narratives, delivery approaches, and value propositions; able to create coherent content from imperfect SME inputs. Excellent written and oral communication skills.
• Leadership and stakeholder management: Demonstrated ability to lead Sales, Solution Architecture, Delivery, Finance, Contracts, and Marketing contributors, make routine decisions independently, drive accountability, and escalate material issues early. Adept at influencing cross-functional stakeholders of varying work styles, at every level of an organization, toward a target outcome.
• Tools and workflow: Excellent command of Microsoft 365 (Word, Excel, PowerPoint, Teams, SharePoint), Salesforce CRM, proposal content libraries, and structured compliance and review workflows; comfortable managing concurrent high-priority pursuits. Adept at project managing several proposals in a high-volume, fast-paced environment.
• Working style: Strong attention to detail, judgment, analytical problem-solving, and concise executive communication; comfortable working with limited oversight in a fully remote environment. Deadline oriented.

Responsibilities

• Proposal ownership: Own end-to-end development of complex Salesforce consulting proposals, from intake and capture alignment through final submission, ensuring compliance, competitive positioning, proposal quality, and stakeholder accountability.

• Project management: Work across Cloud for Good sales, services, and marketing teams to project manage the development of proposals, coordinating internal flow and review of all proposal inputs to ensure timely submission of high-quality proposals that meet client expectations and requirements.

• Kickoff and reviews: Lead proposal kickoff, workback schedules, submission timelines, assignments, daily issue resolution and escalation, and Pink/Red/Gold reviews; deliver concise, decision-ready review packages showing proposal status, open gaps, trade-offs, actions, and recommendations.

• RFP analysis: Lead structured RFP analysis: extract requirements, mandatory conditions, scoring criteria, deliverables, due dates, contractual considerations, clarification questions, solution dependencies, and bid risks; build and maintain the compliance matrix and pursuit action plan.

• Pursuit strategy: Develop the early pursuit recommendation with Sales and leadership: client needs, strategic win themes, differentiated value proposition, relevant references and accelerators, response outline, competitive risks, and priority decisions.

• Quality challenge: Challenge generic or weak responses, unsupported claims, inconsistent architecture assumptions, unrealistic milestones, and disconnected estimates; coordinate accountable owners to resolve concerns before executive review.

• Solutioning: Take the first pass at solutioning: map business requirements to proposed Salesforce capabilities, integrations, data migration, document management, security, reporting, delivery phases, testing, training, and support; work with Solution Architects to validate and improve the proposed approach.

• Estimation: Drive the proposal-level estimation process: organize requirements into functional work packages, facilitate relative sizing and effort discussions, prepare initial staffing and delivery-plan inputs, reconcile dependencies and assumptions, and surface gaps for estimating-owner approval.

• Alignment and approvals: Maintain consistent alignment between technical response, staffing plan, schedule, assumptions, commercial response, and RFP compliance; obtain required technical, financial, legal, and contractual approvals before external commitments.

• Drafting and follow-up: Prepare high-quality drafts, solution summaries, compliance assessments, and proposed decisions before involving proposal leadership; independently handle routine cross-functional follow-up so leadership can focus on pursuit strategy and key approvals.

• Proposal writing: Write and integrate compelling, technically credible proposal sections—including executive summaries, understanding of client needs, solution overviews, implementation methodology, governance, staffing, and differentiators—rather than merely collecting SME text; proofread and edit all written content and contribute ideas and concept development to enhance proposals.

• Content library: Develop and maintain our knowledge base of boilerplate language, past responses, graphics, and other reusable content, curating approved Salesforce solution content, reference projects, case studies, and templates to streamline the proposal writing process, improve efficiency, and reduce avoidable rework.

• Win effectiveness: Improve win effectiveness over time by reviewing evaluator feedback and outcomes and refining proposal playbooks.

• Company knowledge: Remain current with the company’s solutions, products, and messaging to ensure competitive advantage is clearly communicated.

• Working Successfully at CFG

• Cloud for Good is a client-service organization, and as a member of our fully remote team, there are a few non-negotiables that enable collaboration, professionalism, and exceptional client outcomes. We succeed when our teams work in partnership with clients, communicate proactively, and uphold the standards that make Cloud for Good a trusted partner.

• Travel Requirements

• All roles at Cloud for Good include a travel component. Business travel—both domestic and international—may be required based on project and client needs. The amount of travel will vary by role but is generally expected to be up to 20% annually. Travel is considered an essential part of this position and supports effective client engagement, collaboration, and company representation.

• Work Environment

• Cloud for Good is a fully remote company. Team members are expected to maintain a professional, distraction-free workspace that is camera-ready for video meetings. Collaboration takes place across Zoom, Office 365, Salesforce, and Slack during standard business hours (9:00 a.m. – 5:00 p.m. in your local time zone).

• Client Time Zone Alignment

• As a team member, you may be required to adjust your work hours to align with your key client’s time zone to support effective communication, collaboration, and project delivery. Flexibility and coordination with your Project Lead (Services) will help ensure success in this client-facing role.

• Disclaimers

• Equal Employment Opportunity

• At Cloud for Good, we are proud to b