Referral Details:
We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:
After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.
Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.
Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.
If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx
Responsibilities:
The pursuit content manager is a new role within Wipfli, accountable for creating and maintaining compelling proposal templates, sales content and credentials. The pursuit content manager will be accountable for selecting and administering the technology used to store and build proposals. The person will serve as a proposal writer on Wipfli’s most significant pursuits and will centralize collecting insights on Wipfli’s pursuits to share effective win themes and trends.
This is an exciting opportunity to make a big impact within a growing advisory and accounting firm – stepping in as the first dedicated pursuit resource. This role is essential and greatly desired to positively influence Wipfli’s messaging, brand and professionalism throughout the pursuit process. By providing refreshed proposal templates and sales content materials to Wipfli’s client facing professionals and proposal support staff, this person will raise the bar of excellence in pursuit deliverables and give all Wipfli associates a better starting point toward pursuit success.
The pursuit content manager will be accountable for the strategy, design, governance and technology to aid the creation of proposals and pursuit content at Wipfli. The responsibilities of this position involve pursuit content development and management; training and communication of pursuit tools; and proposal writing support.
Responsibilities:
- Develop and manage library of proposal templates, corresponding pursuit content as well as sales content (e.g., presentations, sales sheets, playbooks). This includes coordinating in partnership with firm stakeholders across the business, ensuring quality, alignment and effectiveness.
- Drive and manage the proposal development process, including responses to RFI/RFPs, while efficiently leveraging resources and managing projects.
- Implement and track KPIs to measure the effectiveness of pursuit content.
- Manage the selection, implementation, communication, training and ultimately the use of the proposal tool for optimal effectiveness.
- Provide training on pursuit content and tools, clarifying team responsibilities and ensuring content is properly categorized and updated.
- Optimize proposal best practices by leveraging data and sharing that data with stakeholders.
- Assist in writing content for templates and custom pursuit content as needed.
Knowledge, Skills and Abilities:
Qualifications:
- Minimum of 8 years’ experience in B2B professional services firm with proposal/RFP development and tools (accounting industry experience is preferred)
- Bachelor’s degree in marketing, communications or equivalent profession
- Demonstrated ability to serve as a proposal development manager and overall driver of the process (assign responsibilities, manage timeline, manage action item register, develop risk mitigation plan, establish executive updates/escalation, leverage mutual resources), resulting in on time, quality deliverables.
- Highly organized and detail-oriented.
- Exceptional executive presence and ability to navigate different leadership styles and availability.
- Rigorous attention to detail and focus on quality of deliverables.
- Exceptional negotiation skills, proven consensus builder, and proven ability to build relationships with firm managers.
- Exceptional writing and editing skills. Includes deep expertise of how to leverage MS formatting and editing capabilities (especially in Word and PowerPoint).
- Demonstrated experience as self-starter with limited need for supervision with ability to take complex issues and tease apart for phased execution.
Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.
Wipfli supports equal pay for equal work and values each candidate’s unique experiences and skill sets. The estimated pay range for this position is: $88,000.00 to $118,000.00. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
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