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Business Development Proposal Manager - RE Tech Advisors
RE Tech, 1676 International Drive, McLean, Virginia, United States of AmericaReq #1736
Wednesday, September 11, 2024
RE Tech Advisors, a Legence company
RE Tech Advisors (https://www.retechadvisors.com/) is a growing, woman-led consulting firm of over 125 ESG professionals. We deliver results at the intersection of engineering, technology, and sustainability. RE Tech has a progressive and ambitious client base that includes numerous commercial real estate portfolios, private equity investors, federal agencies, industry associations, and manufacturing companies. By joining the RE Tech Advisors team, you will work closely with recognized industry leaders who are driving national and global sustainability initiatives providing you the opportunity to realize your own professional growth objectives in the ESG arena.
Summary Description
RE Tech is seeking a highly motivated Business Development Manager to support our Growth and Business Development function. This is an exciting opportunity to join a rapidly growing sustainability consulting and advisory firm to accelerate that transition to a low-carbon future.
As a member of the Growth and Innovation team, the Business Development Manager is responsible for managing the coordination of the proposal development and submittal process including coordinating and producing proposal (RFI, RFQ, private sector, etc.) responses whilst assembling a proposal team operating under the oversight of the designated Business Development (BD) Lead. This is a highly networked role across the RE Tech advisory and Legence sales organization that requires an ability to work under pressure, manage multiple proposals at different stages, and meet challenging deadlines.
Responsibilities include the introduction, vetting and implementation of all necessary proposal processes, governance and communication. The Manager also supports the continuous improvement process of the RE Tech business development and sales process and partners with other members of the Growth and Innovation team in addition to other RE Tech leaders to extract and report on client and market insights.
This position is located within our McLean, Virginia office. After a successful onboarding, the position is open to a hybrid work model that includes a mix of in office and work from home, as well as flex scheduling. As a position in business development in a client services organization, this role will, at times, require the employee to work extended workdays, including into the evening and on weekends to meet proposal deadlines and due to the unpredictability of business development opportunities. RE Tech supports workplace flexibility, which enables our team members to balance their working hours between busier and lighter periods, provided business needs are met.
Essential Job Functions / Job Duties and Responsibilities
Proven ability in planning, producing, and delivering compliant proposals within a complex business environment. The Proposal Manager will be experienced in scheduling and running proposal kick-off meetings, leading storyboarding sessions, facilitating key review meetings / final document review, coordinating proposal governance / sign off, document production, and delivery of the completed proposal. Responsible for working with the Business Development team and managing additional Business Development Handler(s).
This includes:
Schedule prospective client calls, coordinating with the appropriate internal team members to lead the calls based on client inquiry.
Maintain the proposal timeline, coordinating across all team members contributing to the proposal/SOW development to keep the process moving forward.
Designing, managing, and updating a Content Library or Proposal Automation Solution.
Participate in client scoping calls, providing the following support:
Assist in preparing presentations for client calls, if needed.
Conduct research on clients and share information with internal meeting. participants.
Takes notes on calls and tracks action items.
Assist with follow-up communications to be sent by the BD Lead.
Send communications and/or coordinate internal meetings to keep SOW process on task and within the timeline.
Create and maintain HubSpot and Asana records throughout the process until project execution commences.
Prepare an initial draft of the proposal using templates and standard language. Coordinate with the appropriate team members to review and revise, as needed.
Complete the proposal cover checklist based on the internal kick off call and information from the client and ensure the checklist is updated and maintained throughout the process.
Sources materials needed for the municipal and federal proposals s which may include resumes, completion of forms, project examples, and draft narrative text when pre-existing content is available. Coordinate with the marketing team for timely inclusion of curated marketing materials into proposals.
Manage RE Tech collateral pieces and collaborate with Marketing to ensure RE Tech has the needed marketing pieces.
Manage the update the SOP and SharePoint pages, as needed, or as processes change.
Communicate with clients as directed, professionally, and escalate responses as needed, to the appropriate person.
Review and clean-up final SOW to ensure redlines or comments and that the document is properly formatted to meet RE Tech branding guidelines.
Provides feedback and insights to the Growth and Innovation leader as part of its continuous improvement process.
Perform all other duties as assigned.
Essential Knowledge, Skills and Abilities
Delivery of compliant, professionally produced proposals within customer defined timeframes.
Coordinate and review / edit proposal input from a variety of stakeholders, typically involving contributions from sales, marketing, product teams, finance, commercial, legal and delivery.
Ability to coach sales teams in persuasive writing and proposal best practice.
Strong written English language skills.
Demonstrate a growth mindset by living and breathing our culture of continuous learning, growing, and improving.
Possess analytical and problem-solving capabilities.
Proficient written communication skills. Must be able to prepare proposal language and perform a final QA/QC review of proposals for grammar, formatting, language consistency, and compliance with RFP requirements.
Strong verbal communication skills to effectively interact with internal contacts including those at a senior level.
Strong time management / prioritization skills.
Demonstrate strong attention to detail and organization.
Possess sound business ethics, including the protection of proprietary and confidential information.
Possess interpersonal skills including courtesy, professionalism, and a cooperative attitude.
Ability to be flexible and adapt to the changing needs of the business, work in a fast-paced environment, and ability to pivot and adjust priorities and approaches.
Ability to effectively coordinate, collaborate and interface up, down, and across the organization, and with external stakeholders.
High degree of initiative, proactiveness, drive, enthusiasm, energy, and follow through.
Familiarity with online collaboration and file sharing tools, such as SharePoint and the Microsoft Office Suite (MS Word, Excel, PowerPoint, Outlook, Teams).
Required Education and/or Experience
3-5 years of high-quality proposal coordination, execution and delivery
2+ years of staff management experience
2-4 years of work experience in professional services and/or a consulting environment
Experience with a Customer Relationship Management (CRM) / Proposal automation software (or similar)
2 years US Federal (DOE, DOD or EPA) RFP coordination, proposal development and fulfillment
Experience supporting business development function of a sustainability, ESG, energy and/or decarbonization firm (preferred but not required).
Experience leading cross-functional teams to design product solutions that fit holistically into a customer’s overall experience alongside cross-functional teams.
Demonstrated ability to effectively prioritize workload and manage competing priorities.
Must be 18 years of age or older.
Physical Demands:
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirements:
Periodic travel is required for the role. Travel may include travel to RE Tech offices, if remote, or between RE Tech offices (McLean (Tyson’s Corner), VA and Dallas, Texas) for meetings (estimate of two times per year), as well as for Legence and/or business development needs.
Additional Requirements:
In compliance with Federal law and the Federal Acquisition Regulation (FAR) 22.1800, the selected candidate will be required to provide documentation that will verify their identity and eligibility to work in the United States.
No sponsorship available for this position.
#LI-AC1 #LI-Hybrid
Health and Welfare Benefits
Health and Welfare
Medical
Dental
Vision
Prescription drug
Employee assistance program
Maternity and parental leave
Personal Benefits
Paid vacation
Company-paid holidays
Volunteer time off
Flexible/hybrid work schedule
Annual professional development fund
Voting leave
Financial Benefits
401(k) retirement savings plan
Company-paid long-term and short-term disability insurance
AD&D insurance
Life insurance
One-time home office bonus
Office perks
Snacks, coffee and Bevi drink machine
Regular social activities
Free on-site parking
Free on-site gym (Tysons Corner, Virginia office)
Dog friendly office (Dallas, Texas office)
Metro accessible office (Tysons Corner, Virginia office, Silver Line)
About Legence
Legence, a Blackstone portfolio company, is an Energy Transition Accelerator™ that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale. To learn more about Legence and its services, visit https://www.wearelegence.com/ .
Contingent Employment Statement
Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law (https://www.eeoc.gov/employers/eeo-law-poster)
Reasonable Accommodations
If you require assistance applying online, email ta@wearelegence.com . Please include a description of the specific accommodations you are requesting as well as the job title and requisition number of the position for which you are applying. If you are selected for an interview, please notify your recruiter of your accommodation needs. All efforts to provide reasonable accommodations will be made.
To all recruitment agencies
Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes. Any third-party recruiting agreements for Legence and its affiliate companies may only be executed by Legence Holdings LLC’s CHRO or Director of Talent Acquisition, without exception. All others are done without proper authorization and will not be honored. We will not be responsible for any fees under any third-party recruiting agreement not executed by said authority.
Pay Transparency Nondiscrimination Provision
Legence and its affiliate companies will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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