Proposal & Marketing Specialist

 Job Title: Proposal & Marketing Specialist

Location: Charlotte, NC

JOB DESCRIPTION:

Anchor Planning is seeking a versatile, detail-oriented Proposal & Marketing Specialist to join our team near Charlotte, NC. This hybrid role is the perfect fit for a professional who loves the strategy of winning new business through RFP responses but also possesses a strong creative eye for graphic design and content management.

You will own the end-to-end proposal process, from writing and populating technical responses to designing high-impact visual layouts that make our bids stand out. When not working on active proposals, you will manage our core marketing content, case studies, and digital assets.

COMPANY PROFILE:

Anchor Planning is a boutique women owned business focused on Medical Equipment and Transition Planning services, specializing in the Healthcare Industry. These two service lines coupled with the legacy experience of our team, enables our company to provide our clients with a supreme level of efficiency, specialized service delivery and subject matter expertise backed by a guarantee of quality.

Our philosophy is to be thorough in our service delivery by listening to our clients, applying subject matter expertise and being nimble throughout our engagement. We aim to create and nurture a positive client relationship and collaborative team mantra. The pragmatic application of this philosophy is to ensure there is a constant flow of information, respect for time, care for our clients and support to the team for our mutual success in the form of providing knowledge, information, and resources to the get the job done right and on time.

Anchor Planning values our employees and strives to create a flexible, supportive, and fun work environment. We understand that you spend more time working than anything else in your life, so we stress the importance of work-life balance. We want to ensure that you have fun and love what you do. Teambuilding activities are a priority in addition to quality time off. We pride ourselves on listening to our employees and making meaningful changes as we continue to grow.

CORE RESPONSIBILITIES:

• RFP & Proposal Management: Own the full lifecycle of RFPs, RFQs, and RFIs. Analyze requirements, establish timelines, gather technical inputs, and ensure 100% compliant, on-time submissions.
• Content Writing & Population: Write, edit, and populate compelling proposal narratives. You will synthesize complex, technical information from subject matter experts into persuasive, client-facing text.
• Graphic Design & Layout: Design professional, visually stunning layouts for proposals, presentations, covers, tabs, and interview materials. Ensure all deliverables strictly adhere to brand guidelines.
• Content Library Management: Maintain, organize, and regularly update our centralized database of boilerplate text, project case studies, team resumes, and graphic assets to streamline future bids.
• Marketing Support: Assist with secondary marketing tasks as needed, including creating collateral, updating website content, or designing graphics for presentations.

QUALIFICATIONS:

• Experience: 2–5 years of experience managing RFPs and designing proposals (experience in Architecture, Engineering, Construction, Consulting, or Professional Services is a major plus).
• Software Mastery: Expert-level proficiency in Canva, Adobe InDesign (essential for proposal layout) and the broader Adobe Creative Cloud suite (Illustrator, Photoshop).
• Design Skills: Strong eye for page layout, typography, formatting, and data visualization (infographics, charts, and diagrams).
• Writing Excellence: Exceptional copywriting, proofreading, and editing skills with a sharp eye for grammatical precision.
• Project Management: Ability to manage multiple tight deadlines simultaneously while staying incredibly organized and calm under pressure.

PREFERRED QUALIFICATIONS:

• Bachelor’s degree in Marketing, Communications, Graphic Design, English, or a related field.
• Experience utilizing proposal automation software or advanced CRM platforms.