Key skills
Sales
About this role
Role Overview
- Develop thorough understanding of Aprio’s services and leaders of different industry groups and service lines
- Organize and participate in pursuit team meetings for strategic pursuits
- Educate deal owners across the firm regarding what tools are available to support their pursuits
- Assist service line leaders with the development and maintenance of proposal templates in Word and Power Point
- Use automation tools to streamline draft process
- Support brand consistency while working in Word and PowerPoint
- Advise pursuit teams about best practices
- Manage development of key pursuit proposals with strong attention to detail with high sense of urgency
- Support creation of placemats, slide decks and other materials for meetings
- Ensure quality of meeting materials and proposals
- Ensure service sales materials are kept up to date in the sales tool library
Requirements
- 3-5 years of experience
- Strong attention to detail
- Strong writing and editing skills
- Team player focused on developing strong processes
- Knowledge of CRMs/Hubspot helpful
- Knowledge of Microsoft Office Suite preferred; Canva a plus
- Design and layout skills
- Ability to prioritize and manage multiple tasks efficiently
- Ability to communicate effectively with firm leaders
- Ability to create timelines and schedules to ensure timely project completion
- Ability to maintain comprehensive project documentation and records
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options