The Proposal Specialist is responsible for governing proposal development on connected services opportunities. This internal-facing role includes identifying the proper teams and soliciting input to develop a technical / commercial proposal to meet the needs of the customer.
The Proposal Specialist resource will develop commercial offers within the framework of the company’s business and financial goals and be compliant with our internal policies.
The resource typically has a specialized understanding of related products and comprehensive delivery offerings from RA, partners, and competitors in designated focus areas.
For connected services offerings focused in RA Portfolio are aligned to the below technologies :
Ideal candidate will have familiarity with two (2) or three (3) of the following domains, with ability to accurately compile a proposal leveraging a team of SMEs for labor estimates / BOMs, commercial terms and conditions, risk reviews, etc :
OT Network Design
Industrial Network Assessment / Design / Deploy - CPwE (Converged Plantwide Ethernet)
Partner offerings, including Cisco, VMware, Claroty, Panduit, etc
Virtualization & Hyper-Converged Design / Implement - Industrial Data Center
Software defined storage, VMware vSAN
Stretched Cluster design
Backup and DR (Data Recovery)
Legacy operating systems (Windows 2000, Windows XP)
OT (Operational Technology) Cybersecurity with Industrial Control Systems
Rick Assessments and solutions - ISA / IEC 62443-2-4, 62443-3-2
Secure remote access design
DMZ / IDMZ (Industrial Demilitarized Zone) - "Zones and Conduits"
Network Segmentation (IT / OT) & Architecture Design
OT MSP (Managed Service Provider) - ISO 27000 Series
OT SOC / NOC / CyberSOC, SOAR architecture, operations and management
Anomaly detection & Vulnerability management
Threat Detection, tuning, hygiene reports
NIST Cybersecurity Framework
Active Directory, Mail Server, Web server IIS / Apache, Terminal Services, Anti-Virus / Endpoint Protection, URL Filtering, Application Whitelisting, Whitelisting USB / Malware, EDR
Internal / External infrastructure penetration testing
Remote service penetration (cloud-based)
APT (Advanced Persistent Threat Activity)
GRC (Governance, Risk, Compliance)
Hardening Servers and Clients (OT Servers, HMI Clients, ICS)
ISO27001, ISO31000, ISO22317, ISO22301
NIST, IEC 62443, NERC
IaaS (Infrastructure as a Service)
Cloud Infrastructure Models
Machine Safety Services
The Proposal Specialist is a technical resource for Rockwell Automation technology, products, services, and solutions within their area(s) of expertise, capable of articulating value, estimations, and positioning of benefits of portfolio to customers.
They deliver and manage commercial offer, presales support, and is a trusted advisor to the sales organization and channel.
They are responsible for all bid offer activities for a specific range of products, services & solutions within a defined geography.
Key Responsibilities :
Lead standardization efforts of proposals, tools and processes for designated product, service or solution
Work with Sales, Consultants and Specialists to assess and respond to IT / OT, engineering, consulting, project and support services opportunities
Understand the customers need and be able to position and quote a desired outcome for a solution
Management of the process from Bid Request, Information gathering, Scope definition, Solution design and costing, and Approvals Collaborate with Sales, Solution Consultants, Sales Specialists, Engineering, Services, and your peer proposal teams regional / global.
Demonstrate the ability to expand the scope of solutions requested by incorporating the full portfolio of Rockwell Automation offerings, including but not limited to : Connected Services, Process / Power & Control / Information Solutions, Packaged Power, and local Field Labor.
Makes full use of Global estimating tools and Global Engineering Center Proposal resources
Advise Consultants and / or Sales on proposal generation and validation.
Share insights with regional and global peers.
Understand business models, organization, and go to market strategy, leverage where appropriate
Knowledge of industry strategies, familiarity with outcome-based selling.
Managing specialized work efficiently, with confidence and competence
Requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time
Take work seriously, has a strong sense of duty, and is disciplined
Somewhat faster-than-average pace will be the norm for this position
Detailed, specialized work is the major focus
Job entails clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person’s competence, conscientiousness, and loyalty.
Provides security in a stable work environment, allowing individual to plan for, focus on and complete tasks on hand
When changes in the nature of the work occur, the individual will receive direction, training and support
The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work
Job Characteristics :
Unambiguous work direction
Completing tasks from start to finish
Concern for getting work done on time and correctly
High standards of quality and accuracy
Adhering to established guidelines and procedures
Requires high degree of information gathering before making decision
Must be comfortable in making decisions in area of specialty or expertise
Reserved, factual, formal and sincere communication
Look to management for direction in areas outside of expertise
Strong follow-through on delegated tasks and assignments
Following established policies and procedures and expects other to do the same
Leads by example is the technical expert in the area and does work required of subordinates
Show confidence and composure when presenting to audiences of differing levels of an organization, including executives
Exhibits strong teamwork, customer service and organizational skills.
Acts courageously by sharing viewpoints openly and directly with others, providing relevant and timely information and feedback, as required.
Retain and convey a positive attitude in challenging circumstances.
Maintain a positive demeanor during periods of uncertainty, conflict, and stress.
Remain open to ideas; integrates multiple perspectives in decision-making.
Information Processing Capability (Factors of Complexity)
Exercise judgment within defined procedures and practices to determine appropriate action.
Leverage business insights in proposing solutions and facilitating change.
Manage multiple priorities and projects simultaneously, ensuring stakeholder expectations are managed appropriately.
Ability to manage competing demands, accept criticism and constructive feedback, while being extremely adaptable and flexible.
Seek out and embrace relevant perspectives when assessing a situation or deciding; demonstrate clear understanding of multiple viewpoints.
Distill information from disparate data sources and the capability to tell the story’ behind it, as well as recommendations for next steps.
Accepts Role Requirements
Participation in global affinity teams to share application and pursuit experience with Global Domain Experts
Influence and operate across a highly matrixed organization.
Demonstrate enthusiasm for relationship building and partnership across the organization at all levels.
Values working in a team-oriented culture and building consensus with stakeholders before making key decisions.
Actively pursues personal continuous learning, development of skills and knowledge in job-related technical and professional areas.
Actively participates in calls and meetings via phone or in-person, as needed.
Travel to customers within assigned geography may be required.
Key Performance Metrics
Support key business growth objectives (Achieve AOP order & sales targets for specific products)
Ensure all proposals are compliant with PARB / Internal RA approval processes
Provide accurate and professional proposals (On time / Win Rate / Hit Rate)
Pro-actively close identified skill gaps
Continually develop technical capability, while staying abreast of products
Maintain Frontlog X times to AOP
On time proposal / Win Rate / Hit Rate
Basic Qualifications :
Legal authorization to work in the US or Canada is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.
Bachelor’s degree in an engineering / technical related field or equivalent.
5+ years’ experience as an estimator, proposal engineer or other contract, project or application engineering focused position
Demonstrated understanding of larger Rockwell Automation application value including knowledge in Automation products including PLC, Standard Drives, Software, Networks and ideally good knowledge of third party products
Good application and industry knowledge
Demonstrated ability to work in a challenging environment with both internal and external customers
Strong solution and application expertise, and related demonstrated sales experience.
Fluency with native language and strong command of English (written & spoken).
Ability to work with and gain confidence of senior level personnel (internal and external) in a highly collaborative, matrixed stakeholder organization.
Ability to resolve complex issues in creative and effective ways.
Ability to align and influence critical stakeholders.
Strong supporter of our customer centricity. Understands the importance of demonstrating concern for satisfying customers.
Passionate about developing goals to improve our customer experience.
Ability to set, being accountable for and achieve challenging targets.
Ability to influence, empower, coach, and motivate others.
Ability to adapt communication style and messaging to different audiences.
This position is part of a job family. Experience will be the determining factor.