Proposal Specialist

Who We Are

Founded in ****, WPO is the largest independent provider of holistic wellbeing solutions. Through our customized programs, and comprehensive global network of credentialed providers and professionals, we support individuals to become healthier, happier and more productive both personally and professionally. Trusted by 51% of Fortune 500 companies, we deliver high quality care digitally and in-person to over 75 million individuals across 116,000 organizations in more than 200 countries and territories. At WPO, you will be joining a team that is committed to improving employee wellbeing around the world.

Current Opportunity Proposal Specialist – Onsite/Hybrid/Remote: Hybrid, Location: Monterrey, Mexico. Description As a proposal specialist, you will be part of a team that drives the growth of our client base and helps sustain long‑term relationships with existing customers. You'll work with our sales, account management, and leadership team, as well as operational and technical teams, to turn ideas into proposals that resonate with our clients and reflect the WPO commitment to helping people.

Responsibilities

Develop, update, and maintain a comprehensive content library to support proposal development efforts. Strong verbal and written communication skills in English and Spanish. Tailor content to meet the specific needs and preferences of target audiences, including case studies, testimonials, and value propositions. Utilize data analysis tools and techniques to extract insights from past proposals, client feedback, and market trends.

Identify patterns, trends, and opportunities for improvement to inform proposal strategies and decision‑making. Lead the development of high‑quality proposals, ensuring alignment with client requirements, win themes, and brand messaging. Continuously evaluate and improve content templates, proposal outlines, and other tools to enhance efficiency and effectiveness. Track and analyze proposal metrics, such as win rates, to measure the effectiveness of different content approaches and adjust strategies accordingly.

Requirements

Bachelor's degree in Marketing, Communications, Business Administration, or 5+ years of direct work experience. Competency in working with Word, InDesign, Excel, Outlook, PowerPoint, Adobe. Proven experience in proposal development, content management, and data analytics. Excellent organizational skills and attention to detail, with the ability to manage multiple projects simultaneously and meet tight deadlines.

Collaborative mindset with the ability to work effectively in cross‑functional teams and communicate complex ideas clearly and persuasively. Results and quality‑driven – not satisfied with producing mediocre work. Effective time and people management skills, to ensure deadlines are met. Possesses strong analytical, problem‑solving and decision‑making capabilities.

Confidence in working closely with executive‑level staff. The ability to format and help design visually appealing documents. Previous proposal‑writing experience is a must. Equal Employment Opportunity Statement At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination.

We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes. We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth. #J-18808-Ljbffr