Proposal & Client Intelligence Manager

NYWhite Plains

Proposal & Client Intelligence Manager
The Proposal & Client Intelligence Specialist is responsible for the coordination and execution of various business development tasks and projects including the creation/aggregation of content for requests for proposal (RFP, RFI, RFQ), client pitch materials, and competitive intelligence reports. The senior coordinator will also provide assistance to the CMO, marketing & BD managers and other members of the marketing department in the execution of long-term projects, including acquiring content and maintaining an attorney experience database.

Ability to prioritize workload and complete tasks under time pressure when necessary. Must have the flexibility and creativity to respond productively to individualized needs of attorneys. Must be computer proficient, with excellent technological skills including proficiency in all Microsoft Office applications. Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Must also be able to work well independently, manage projects and maintain communications with various constituencies.


Lead the proposal process from inception through submission. This includes requesting/conducting initial research, review of opportunity and strategic analysis, coordinating proposal schedules and deadlines, developing project plans/timelines, and adhering to proposal guidelines and firm policies.
Ensure materials are error free, visually appealing, and all aspects of the RFP are responsive to the client/prospective client and reflective of the firm’s differentiators.
Establish and maintain strong relationships with partners, marketing & business development managers.
Oversee the firm’s experience and opportunity databases, implementing best practices for entry and reporting. Conduct necessary follow-up and track ROI.
Conduct market research on prospective clients to ensure adequate attorney preparation when meeting with clients and prospects.
Assist with business development projects, including working with practice groups to research market trends, industries, particular clients or prospects.
Research client and the opportunity to effectively tailor the pitch/RFP.
Prepare monthly pitch/proposal progress report. Track and report metrics on firm-wide proposal and pitch activity.
Maintain and continually update standard materials in content management system.
Update InterAction as necessary according to pitch and proposal activity.
Maintain and support applicable technologies related to pitch and proposal development.
Perform competitor analysis
Provide consulting and interpretation of marketplace and client research data to the firm.
Perform analysis to support decision making process.
Compile and deliver business intelligence reports.
Researches information for marketing team, attorneys and others.
Contributing writer to the firm’s internal newsletter.
Other duties as assigned.


BA/BS degree in Marketing, Communications, Journalism, Business, or related field required.
Two years or more of proposal writing in a professional services firm.

Additional Skills/Abilities

Strong organizational skills to handle a variety of projects and assignments simultaneously.
Excellent interpersonal, communication and proofreading skills, written and verbal, required to interact with firm attorneys and staff.
Detail oriented, proactive, self-directed and able to manage multiple projects under tight deadlines in a fast-paced, deadline driven environment.
Strong customer/client service orientation and the ability to think creatively, prioritize, and multi-task.
Pragmatic, but creative, problem solver willing to bring ideas to the table.
Ability to proactively contribute and project manage effectively in a team environment.
High-energy level, poised and professional when interacting with internal clients.
Proficient with Interaction and MS Office Suite.