What are the responsibilities and job description for the Pursuit Strategist position at Baker Tilly?
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
- The Strategist, Pursuit Strategy, is a creative, detail-oriented and quality-focused writer with a passion for creating compelling and persuasive proposals and supporting sales materials that contribute to new business. This is a supportive role that works closely with partners, business development professionals and other pursuit strategists.
- Assist Strategy Manager and Senior Strategist with priority pursuits
- Write compelling and persuasive copy to support all aspects of proposals and related presentations and sales materials; complete forms and vendor bid list qualifications; and execute proposal templates
- Facilitate and contribute to proposal strategy and solutions conversations using the firm’s processes and procedures
- Conduct research
- Ensure compliance with request for proposal (RFP), request for information (RFI) or request for qualifications (RFQ) instructions and requirements
- Adhere to quality principles (responsive, compliant, concise, persuasive), firm brand guidelines and other criteria for compelling and consistent messaging and presentation
- Coordinate proposal production process, working with administrative support as appropriate
- Archive and track proposals
- Create charts, graphs and illustrations in support of proposals and presentations; identify and reuse existing graphics and visuals in documents where relevant; and consult with stakeholders to help develop graphical representations of concepts
- Collaborate with others on the marketing team as needed
- Work in a self-directed manner within a fast-paced and deadline-driven environment, proactively seeking guidance on complex tasks, as needed
- Maintain and expand knowledge base in proposal writing and in the services we provide
- Provide other pursuit strategy and marketing support as needed
Qualifications
- Bachelor’s Degree in English, Journalism, Marketing, Communications or a related field
- Minimum of 1 or 2 years of writing experience, including proposals/RFPs
- Advanced writing, proofreading, interpersonal and verbal communication skills
- Ability to understand complex services and value propositions and communicate them in succinct, persuasive written responses
- Excellent project management skills to balance multiple, time-sensitive priorities in a fast-paced, deadline-oriented environment
- Working knowledge of a professional services/B2B organization preferred
- Superior skills in Microsoft Word, particularly using editing/collaborating functions; additional skills in InDesign and PowerPoint preferred
- Familiarity with proposal automation tools and APMP proposal practices preferred
