• Manage the full lifecycle of RFPs and RFIs, including intake, scheduling, content development, and submission. • Maintain and improve the Loopio content library and integrations, ensuring accuracy, governance, and alignment with current products and solutions. • Partner with Marketing to maintain and evolve proposal templates, ensuring compliance with brand and messaging standards. • Ensure proposals meet requirements for compliance, quality, and formatting while effectively communicating Lumin’s value proposition. • Collaborate across sales, account management, product, and security teams to gather information and incorporate strategic positioning into proposals. • Support consultant and partner relationships through targeted outreach and research to strengthen sales and marketing initiatives. • Leverage knowledge of product releases, roadmap, and industry trends to enhance proposal content and ensure relevance. • Analyze proposal outcomes and provide recommendations for process and content improvements; contribute to best practice development. • Participate in continued professional development in RFP management, writing, financial services, and related fields.

Job Purpose The Proposal Writer is responsible for creating compelling, persuasive, and high-quality proposals that help secure new business opportunities and support the company’s growth in the software development and IT services domain. This role involves close collaboration with cross-functional teams and leadership to craft winning responses to RFx opportunities and ensure consistency, accuracy, and impact in every submission. Job Duties and Responsibilities - Drive Opportunities: Identify and analyze RFx (RFI/RFP/RFQ/RFB) opportunities and collaborate with internal teams to shape effective proposal strategies. - Proposal Development: Write clear, concise, and persuasive proposals tailored to various technical and business audiences. - Collaboration: Work closely with subject matter experts across sales, technical, UX, product, and delivery teams, as well as internal stakeholders for key inputs and reviews. - Quality Assurance: Ensure all proposals meet company standards for format, accuracy, and presentation while maintaining strict submission deadlines. - Continuous Improvement: Maintain and enhance proposal templates, content libraries, and workflow automation tools for efficiency and consistency. - Sizing & Pricing Support: Assist in effort estimation and pricing for small to medium app development and maintenance projects under the guidance of the Bids Lead. Required Qualifications Education - Bachelor’s degree preferable in Computer Science, Information Technology, English, or a related field. Experience - 6-10 years of experience in proposal writing, preferably in software development or IT services. Knowledge, Skills, and Abilities - Excellent written and verbal communication skills with a strong command of English. - Ability to write persuasively and adapt tone/style to suit different audiences. - Proficiency in Microsoft Office Suite and Google Workspace. - Familiarity with proposal automation tools and formatting best practices. - Strong organizational and time management skills with the ability to manage multiple deadlines. - Collaborative mindset with the ability to work effectively with diverse teams and leadership levels. Preferred Qualifications - Experience writing proposals for app development and maintenance projects. - Exposure to workflow automation or no-code tools. - Familiarity with RFx processes in Canadian or North American markets. - Advanced proficiency in Microsoft Word or Google Docs formatting. Working Conditions - Work Arrangement: Fully remote, based in India. - Reporting Structure: Reports to the Bids Lead. - Work Hours: Must have a 2–3 hour overlap with Pacific Standard Time (PST) to facilitate collaboration with North American teams and leadership. - Collaboration: Regular interaction with cross-functional teams across Canada and India. Why Join Us - Impactful Work: Your proposals will directly contribute to winning business and driving enterprise digital transformation. - Collaborative Culture: Work closely with senior leadership, founders, and cross-functional teams across Canada and India. - Career Growth: Access mentorship and structured development in proposal writing, solutioning, and business development. - Global Exposure: Work with North American markets and cutting-edge public sector Projects. Living AOT’s Values Our values guide how we work, collaborate, and grow as a team. Every role at AOT is expected to embody and promote these values: - Innovation: We pursue true innovation by solving problems and meeting unarticulated needs. - Integrity: We hold ourselves to high ethical standards and never compromise. - Ownership: We are all responsible for our shared long-term success. - Agility: We stay ready to adapt to change and deliver results. - Collaboration: We believe collaboration and knowledge-sharing fuel innovation and success. - Empowerment: We support our people so they can bring the best of themselves to work every day.

• Coordinate the activities necessary for the successful completion and submission of proposals • Facilitate expectation management and surface issues • Take ownership of all proposal requirements and subsequent proposal deliverables • Track and ascertain proposal award status • Analyze RFP/RFIs to identify unique requirements

Title: Senior Proposal Specialist Location: Sydney Australia Job Description: Who We Are: At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive - personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we've partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today's changing workforce. Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we're building healthier, more resilient organizations-one person at a time. Current opportunity: Senior Proposal Specialist Location: Sydney, Australia Onsite/Hybrid/Remote: Hybrid. Required Experience: 5+ years What you will do: As a Senior Proposal Specialist, you will manage the proposal process from RFP receipt to submission. This includes assessing compliance requirements, identifying risks, scheduling and facilitating meetings, creating templates, identifying boilerplate content, and collecting core qualification materials (e.g., resumes, biographies, project qualifications, references, certifications, company information). You will also be responsible for assigning responsibilities, monitoring working drafts, editing and formatting drafts, and submitting final materials via email, web portal, or hard copy shipment. Collaboration with various departments to gather necessary information, ensure proposals are accurate and compelling, and meet submission deadlines is essential. Responsibilities: Proposal Development - Develop high-quality proposals in response to RFXs and solicitations. - Gather input from stakeholders to align with client needs and company capabilities. - Create outlines, compliance matrices, and track proposal activities. - Manage data calls, validate inputs, and ensure compliance with RFX and WPO standards. - Write clear, persuasive, customer-focused content, including bespoke responses and win themes. - Identify risks, opportunities, and content gaps; collaborate with SMEs and SAM Lead to address them. - Develop simple graphics and support proposal strategy and review processes. Content Management - Contribute new content to the Content Library following project close-out. Senior Responsibilities - Lead proposal development for major pursuits, including key sections and presentations. - Provide quality assurance, compliance reviews, and best practice guidance. - Mentor and train team members; conduct peer reviews and share lessons learned. - Lead debriefs, gather client feedback, and drive continuous improvement. - Prepare reports for senior management and manage multiple proposals. - Conduct SWOT analysis and support FOIA requests. Collaboration - Work with SMEs, SAM leads, and cross-functional teams (Legal, Finance, HR, Marketing). - Lead or facilitate strategy, win theme, and review meetings. - Coordinate inputs, review SME contributions, and incorporate feedback. - Support delivery alignment with proposal strategy. Writing & Analysis - Write and edit content for clarity, accuracy, and persuasiveness. - Ensure consistency, quality, and strong narrative storytelling using data. Research & Performance Tracking - Research client needs, industry trends, and competitors. - Track proposal metrics (e.g., win rates) and refine strategies accordingly. Qualifications/Skills: - Bachelor's degree (English, Communications, Marketing, Business) or 5+ years' relevant experience. - 5+ years' experience in proposal writing or similar roles. - Proven ability to manage multiple proposals with strong project management and QA focus. - Experience collaborating with cross-functional teams and SMEs. - Advanced proficiency in Microsoft Office, Adobe, and InDesign. - Strong understanding of document design and marketing principles, including win themes. - Excellent writing and editing skills with clear, compelling output. - High integrity, initiative, and reliability. - Strong analytical, problem-solving, and prioritization skills. - Able to manage multiple priorities effectively. - Perform other duties as required. What we offer: At Workplace Options, we don't just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include: Superannuation, Workers Compensation, Military Leave, Long Service Leave, Community Service Leave, Gym reimbursement, Tuition reimbursement, EAP Support Services, Mentorship program, WPO Cares, Employee exchange programme. 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. For further details about WPO please check out our website www.workplaceoptions.com and these short videos give a great overview of what we do Human-Powered Care and The WPO Global Experience