Marsh & McLennan Proposal Strategist in Boston, Massachusetts

Proposal Strategist


The Proposal Strategist will serve as a strategic proposal communication consultant, writer, editor and project manager for new business proposals, presentations and other communications supporting sales activities. To fulfill this role, the Proposal Strategist will:

  • Play a leading or facilitation role in opportunity strategy formulation working closely with the Client Manager/consulting team to help identify client/prospect business-drivers, and create the optimal proposal communication strategy, corresponding theme and graphic approach.

  • Lead or be an active participant in strategy discussion of Mercer differentiators for specific opportunity. Works with and encourage optimal use of available internal information to guide and inform discussion.

  • Take leadership role in discussing, understanding and coming to consensus on key messages and differentiators.

  • Develop and submit to consulting team theme/title options for selection by team that encapsulates key message(s) and differentiator(s).

  • Work actively with design team to create optimal design approach/concept for opportunity and facilitates design review process; encourage innovative strategies for us of effective media.

  • Write proposal/presentation content that clearly and persuasively describes service features and benefits, and is geared toward readers’ needs and level of knowledge; demonstrate clear language and good business writing principles

  • Write/edit persuasive and sophisticated executive summaries that follow company best practice approach.

  • Assure text communicates a clear purpose and desired result and is geared toward readers’ needs and level of knowledge

  • Review drafts from team contributors for clarity, conciseness, logic, flow, tone, completeness, accuracy, precision, consistency and credibility; eliminate jargon, blend differences in writing styles for continuity; correct grammar, punctuation, spelling, format inconsistencies

  • Perform full-scale peer review of proposals/presentations following internal peer review guidelines

  • Assume total responsibility for management of the proposal/presentation development process including: develop workplans/schedules; review Requests For Proposals for complete understanding of proposal submission requirements; facilitate proposal planning call, determining preliminary assignments and communicating final assignments; determine need for template for proposals and presentations and delegate (or perform) as appropriate; ensures templates follow Mercer formatting standards; determine research needs, delegate or perform as appropriate; monitor team progress; organize peer review; work closely with design resource

  • Work with a variety of internal resources and tools to research, obtain and integrate specific information about Mercer into proposals and presentations

  • Work closely with assigned Proposal Coordinator, providing guidance and peer review; models best practices

  • Provide guidance and quality oversight to proposal coordinators and administrative support staff who are producing the proposal

  • Coach Junior Proposal Strategists as appropriate

  • Understand and ensure adherence to Mercer style guidelines in assigned opportunities; inform/educate internal clients of guidelines as opportunity and need arises

  • Review proposal and presentation documents for best practice language and submit to proposal coordinators for addition to database

  • Obtain feedback and debriefs, as appropriate, with client relationship manager and/or consulting team members after proposal is complete to ascertain what worked well and what might have been improved in the process or final work product

  • Contribute to the creation of self-service tools that support proposal preparation across all lines of business and all US markets

  • Act as a debrief resource to Coordinators and/or Junior Proposal Strategists after proposal is complete.


  • Bachelors’ Degree in business, journalism, marketing, English, or communication

  • Minimum of four years’ experience in marketing, sales or related field

  • Proficient in Microsoft Word, PowerPoint and Excel

  • Excellent organization and communication skills, including facilitation, writing and editing

  • Strong customer service focus

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit for more information and follow us on LinkedIn and Twitter @Mercer.

Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: .

US ONLY: Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Job Marketing and Public Relations

Primary Location US-MA-Boston

Other Locations US-NY-New York, US-CA-San Francisco, US-MA-Norwood, US-CA-San Diego, US-IL-Chicago

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Req ID: BOS0010B