Pursuit Strategy Senior Consultant

Industry:

Company: Plante & Moran, PLLC

• Location: United States, Michigan, Southfield

• Location: United States, Colorado, Denver

• Location: United States, Illinois, Chicago

Make your mark. The Plante Moran Pursuit Strategy Team (PST) actively contributes to the firm’s largest and most strategic business growth opportunities. We receive a lot of “fun” proposal and presentation opportunities, with or without specific questions to answer from a potential customer. If you read that last sentence and thought, “Yes, that sounds like fun!”, then we need to talk because that means you thrive on figuring out ways to connect with not-for-profit and for-profit leaders and decision-makers who often use a Request for Proposal (RFP) or a more informal process (with or without a specific list of questions or requirements to address) to solicit competitive bids for services. We seek experienced candidates who have a passion for matching customer needs with professional services solutions in audit, tax, and consulting. We seek candidates who are energized by competitive business situations, project deadlines, creating persuasive communications, and collaborating closely with skilled client service professionals and staff to win new business and build long-term customer (client) relationships. We seek talented, proven professionals who have direct, hands-on experience designing and executing pursuit win strategies that include creation of complex proposal, presentation, and customer-facing deliverables typically associated with new business and revenue capture large opportunities.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Your role.

Your work will include, but not be limited to:

• Pursuit strategy
• Collaborate with large teams of skilled client service professionals and internal staff, and take a leadership role in creating and managing a win strategy/capture plan for proposals: complete RFP/RFQ/RFI requests, uncover prospect/client needs, differentiate the firm, create a competitive advantage for firm selection as a trusted partner, and all related activities
• Use data from research activities and firm technology tools to inform development and execution of pursuit win strategies
• Facilitate after-action reviews/pursuit debriefs as necessary; collect, interpret, and record data in firm technology tools (e.g., CRM) for continuous improvement in pursuit outcomes
• Project management
• Serve as the central point of contact and lead project manager for complex pursuits (both formal and informal pursuits, with or without specific questions or requirements to address from a current or prospective customer)
• Facilitate large teams of client service professionals, creative team resources, marketing department professionals, and other resources to produce deliverables
• Deliver a comprehensive response on time that best positions Plante Moran as the first-choice firm while maintaining compliance with process and proposal directives
• Simultaneously manage multiple pursuits, proposals, and pursuit deliverables
• Persuasive business content creation
• Develop and write persuasive messages based on information from pursuit research, customer personas/profiles, buyer journey staging, meetings with client service professionals, communications with customer’s staff and management, prior pursuit experiences, and strong knowledge of the firm’s service offerings
• Engage and collaborate with additional firm resources as necessary to produce quality deliverables by RFP deadlines
• Utilize firm-approved technologies, including AI (Microsoft CoPilot, QPilot, and more) to accelerate creation and development of content and pursuit deliverables to enhance service delivery model
• Sales presentations
• Lead and facilitate the finalist presentation preparation process to support the win strategy; if a multi-stage process, lead and facilitate all stages until selection is made
• Develop talking points and presentation deliverables in collaboration with presenters
• Effectively lead and coach internal “dry runs”/practice sessions prior to presentation date; provide constructive feedback to presenters as an internal consultant; finalize presentation materials

The qualifications.

• Minimum of 6+ years of increasing responsibility and demonstrable business persuasive writing experience, including time in a role directly responsible for the development of complex proposals and presentations for public and/or private sector business opportunities.
• Minimum of 3 years of experience performing a project or proposal management role (formally or informally) for initiatives with cross-functional team members from multiple levels of an organization
• Bachelor’s Degree in Marketing, Communications, Business Administration, Business Management, Journalism, English, or similar discipline from an accredited college or university
• Experience working with a professional services firm offering audit, tax, or consulting services preferred, but not required
• Advanced Microsoft Office 365, Word, and PowerPoint skills
• Proposal automation technology experience is preferred, but not required (QorusDocs, Qvidian, Loopio, etc.)
• Adobe Creative Suite skills preferred, but not required

Our difference.

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize – and celebrate – our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

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For Colorado Applicants click here

Salary Class

Salary

Colorado Equal Pay for Equal Work Act (SB 19-085) Information

Compensation is commensurate with technical skills and experience and is provided in accordance with the CO Equal Pay for Equal Work Act.

Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.

Colorado monthly base range is as follows:

$6,416.67 to $9,583.33

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Colorado Job Application Fairness Act

Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation.