New Business, Proposal & Pipeline Manager

CLASSIFICATION/STATUS: Full Time, 40 hours, Exempt, Permanent

WORK LOCATION: Hybrid, Must be New England-Based

                                  (travel may be required for meetings, training, role/tasks, events within the New England states)

DEPARTMENT: BD - Sales

REPORTS TO: CEO & Founder, with eventual reporting to Director of Business Development

JOB LEVEL: 3 – Professional

AREAS OF OVERSIGHT: Proposal Development & Sales Management

SUPERVISORY RESPONSIBILITIES: No direct reports

WHO YOU ARE: 

YOUR ROLE & IMPACT AT ASG

As part of a purposeful team at ASG, an integrated marketing agency that powers progress for corporations, nonprofits, government agencies, and the communities they serve, the New Business, Proposal & Pipeline Manager is a self-motivated, community-oriented professional with a proven track record in acquiring new business. This role is responsible for leading the proposal development process and maintaining the accuracy of the entire sales pipeline, which includes ensuring all sales are correctly tracked to provide accurate forecasting and reports for Finance and Leadership, and actively managing the pipeline to always meet or exceed our sales goals. This role requires strong writing skills, the ability to manage multiple proposals simultaneously, clear and proactive communication with internal teams, disciplined follow-through on commitments, and above all flexible attitude and work management due to deadlines and deliverables that may go beyond the standard business day hours into evenings and/or weekends. This role will collaborate closely with Client Account Managers (CAMs), Finance, and Client Services teams to ensure seamless transitions from proposal to project implementation.

YOUR RESPONSIBILITIES

Proposal Management

• Identify, track, and qualify relevant RFPs and funding opportunities using Salesforce and other tools. 
• Review opportunities weekly (including weekends as needed) to determine which to pursue.
• Enter qualified new opportunities into Salesforce for discussion during Sales qualification meetings.
• Manage the full proposal process for assigned proposals, including timeline development, stakeholder coordination, document production, and compliance checks.
• Lead proposal strategy sessions and coordinate with internal and external stakeholders to define win themes, approach, and requirements.
• Conduct thorough research to gather relevant data and insights for proposal development.
• Write clear, engaging, and persuasive proposals tailored to the needs of diverse clients, and ensure we provide all answers and data asked of us throughout the process.
• Work with ASG Branding Team to create samples of work and design templates for proposals.
• Draft and assemble proposals, presentations, and pitches, including budgets and timelines in a time efficient and effective manner.
• Convey the capabilities, background, and experience of ASG as it relates to RFPs.
• Oversee the preparation of presentations in partnership with the Creative team and facilitate rehearsals with presenters.
• Submit proposals within deadlines to the appropriate parties, including uploading to procurement sites and handling printing/mailing logistics.
• Identify operational bottlenecks and design budget friendly, lean methodical solutions to improve proposal collaboration across departments.
• Submit populated contracts for Legal review at least three business days in advance and manage contract negotiations through closure.

Pipeline & Reporting

• Manage the Salesforce platform and proactively overseeing the accuracy and integrity of the business development pipeline to ensure accuracy for Finance projections.
• Utilize Salesforce for advanced reporting, analysis, and dashboard creation to provide actionable insights.
• Initiate proactive follow-ups with contacts for proposals and negotiations.
• Ensure all Client Account Manager (CAM) sales opportunities are captured in Salesforce and accurately reflected in the pipeline, so that Finance and Leadership reports always align with ASG’s revenue targets and never fall below required thresholds.
• Responsible for preparing and submitting a weekly sales report to the Director/AD of BD or Sales and/or their designee using the provided template. The standard deadline for this report is Monday by close of business; if ASG is closed on a Monday, the report is due by close of business on the preceding Friday.

Collaboration with Client Accounts & Finance

• Collaborate with department heads to integrate service strategy, pricing, and timelines into proposals.
• For every new project, ensure Client Account Managers (CAMs) and Finance have all necessary information for a successful project launch per the established timelines.
• Coordinate a smooth handoff from the Sales Team to the Client Accounts and Client Service Delivery Teams.
• Maintain weekly alignment with the Associate Director of Client Accounts.

Organizing & Resource Management

• Upload and maintain all required data and documents in PSOHub and related systems, including proposal budgets, contracts, and tracking materials.
• Oversee the contract archival process and the management of other business development documents.
• Maintain and update certification databases, including submitting new applications and tracking status and expirations proactively.
• Compile and organize information from various sources to support proposal content.
• Develop standard assets and templates for proposals, finalist presentations, and pitch materials in coordination with internal departments.
• Learn and apply Adobe InDesign to format and adapt proposals using the templates provided by the Creative department.

Teamwork & Communication

• Build trusting and supportive relationships with other departments across ASG, increasing quality participation and information sharing to improve our Win/Loss KPIs.
• Communicate clearly and proactively with internal and external partners, honoring all commitments and timelines.
• Uphold respectful collaboration with cross-departmental leads (CAMs, Finance, Creative, etc.).
• Ensure all time-off requests are proactively communicated to all relevant stakeholders and pre-approved by the CEO to guarantee seamless coverage for pending deliverables.

Perform additional projects, initiatives, duties, responsibilities for any area throughout ASG while demonstrating flexibility and adaptability, for the overall success of the organization as directed by the CEO & Founder, and/or their designee(s).   

YOUR MINIMUM QUALIFICATIONS

• Bachelor’s degree in Business, Marketing, Communications, or a related field, or equivalent sales experience.
• 4+ years of experience in grant writing, or proposal writing.
• 4+ years of experience in sales, new business, and proposal coordination, ideally in a marketing agency or professional services setting.
• Willingness, ability, and transportation acces to travel within Greater New England to meet clients and attend company events during and after work  hours if required.
• Internet access required.
• Flexibility to work beyond standard business hours, including evenings and weekends, to ensure the timely and successful submission of proposals and other key deliverables.
• Possesses exceptional negotiation, consultative sales, and problem-solving abilities, allowing for a deep understanding of client needs and the crafting of compelling solutions.
• Strong writing, communication, and time management skills, with ability to work both independently and as part of a team.
• Highly proficient with Microsoft Office (including Outlook, Teams, Word, Power Point), CRM software (Salesforce highly preferred), Adobe Pro, and Adobe InDesign using these tools to streamline workflow and manage client relationships effectively.
• Familiarity contracting with State, Government, and Private sectors.
• Proven experience drafting and managing detailed project plans, ensuring smooth execution and successful outcomes.
• Proven ability to work independently with minimal supervision while also thriving in a matrix organization, collaborating seamlessly across teams with a proactive, self-motivated approach.
• A creative and strategic thinker, always looking for innovative ways to approach challenges and seize new opportunities.
• Strong interpersonal skills, comfortable and effective when engaging with diverse groups and building lasting professional relationships.
• Experience handling confidential matters with discretion.
• Demonstrates a genuine commitment to equity and inclusion in all aspects of work and interactions.

YOUR COMPETENCIES AND TRAITS

• Communication: must communicate complex information clearly and concisely, actively listens and engages in feedback loops to ensure understanding, and adapts communication style to diverse audiences to foster collaboration and alignment across teams
• Reliability: must consistently deliver high-quality results by managing tasks effectively, meeting deadlines, and proactively solving obstacles to ensure team objectives are met
• Quality Work: must consistently produce high-quality work with meticulous attention to detail, actively incorporating feedback to maintain alignment with quality standards
• Problem Solving & Decision Making: must demonstrate analytical and creative thinking to efficiently resolve issues, using data-driven and innovative approaches to develop solutions and make informed decisions by evaluating information and weighing risks and benefits
• Time Management: must efficiently prioritize and organize tasks to meet deadlines, balances multiple responsibilities, and uses tools and strategies to optimize productivity while managing stress professionally
• Cross-Functional Collaboration: must effectively collaborates with diverse teams to achieve shared objectives, integrate different perspectives, adapt to consensus, build productive relationships, and seek feedback to enhance outcomes and drive success
• Operational Excellence: must optimize operational processes and workflows for efficiency and quality, implement best practices and continuously improve, and uses performance metrics and data-driven insights to achieve superior outcomes and support organizational goals

WHO WE ARE & WHAT WE DO

ASG, established in 2013, is an integrated marketing agency that powers progress for corporations, nonprofits, government agencies, and the communities they serve. We build data-driven campaigns and community-centered engagement that reach the right people, inspire action, and improve lives. By coordinating research, creative, communications, media, a multilingual customer center, and on-the-ground engagement in a single team, ASG delivers precise targeting, rapid response, and results you can measure. From raising health-coverage enrollment by 25 percent to securing community support for clean-energy upgrades, we efficiently and transparently turn insight into impact. Clients choose ASG because we listen first, move nimbly, and stay accountable every step of the way.

ASG is a certified minority, woman and LGBTQ-owned business enterprise. Our team is also culturally diverse, and a majority of our staff are multilingual, enabling ASG to connect with key stakeholders in their native languages. ASG has received accolades such as the U.S. SBA’s Minority-Owned Small Business of the Year and recognition from the Boston Business Journal as one of Massachusetts’s 'Fast 50' growing private companies and one of the state’s most diverse employers. With ambitious growth goals, we aim to expand our offerings both operationally and geographically, so that we can continue to purposefully impact diverse communities through our integrated social marketing.

OUR PROMISE

If you are passionate about working for a growing organization that values authenticity, passion, helping others, diversity, and inquisitiveness, you will find your career rewarding and impactful at ASG.  As New Business, Proposal & Pipeline Manager you will be part of a dynamic team and will find a partner in your career path, goals and trajectory!

OUR BENEFITS & PERKS

• Base Salary: Salary range for this position is commensurate with experience.   
• Vacation AND Wellbeing Days: Receive generous vacation time that increases throughout your tenure and frontloaded Wellbeing time – no waiting period to take paid time off!
• Company Holidays: 12 Company Holidays and 1 Floating Holiday.
• Health, Dental, and Vision Plans: Choose from an array of high-quality plans for you and your family.
• Employer Paid Life and Long-Term Disability Insurance
• 401K + Match: 401K plan with an employer match after 90 days of employment and financial literacy services provided through our retirement provider.
• Professional Development: In-house training, annual organizational retreats, and more!
• Hybrid Workplace: Enjoy a remote first workplace, with in person duties required as needed for client meetings, events, activations, other project work, and internal meetings

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this position. Duties, responsibilities, and activities may change at any time with or without notice.  

ASG is strongly committed to diversity and a workplace environment that respects, appreciates and values employee differences and similarities.  By providing and supporting a work culture that fosters and builds upon diversity and its strengths, ASG will better serve our clients and communities through its services. ASG is an employment at-will organization and an equal opportunity employer committed to maintaining a work environment free from discrimination on the basis of age, amnesty, ancestry, color, creed, disability, gender, gender identity, gender expression, genetic information, marital status, national origin, pregnancy, race, religion, sex, sexual orientation,  covered veteran status, national guard or reserve unit duty obligations, or any other category protected by law (“protected class status”) and in accordance with applicable federal, state, and local laws. ASG complies with applicable federal, state, and local laws governing non-discrimination in employment.

ASG participates in the E-Verify program and upholds candidates and employee rights. Additionally, ASG complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, or any additional information on the content above, please contact People Operations by email at people@discoverasg.com.