Job Description

Katten is a full-service law firm with nearly 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Pitch and Proposal Specialist

The Pitch and Proposal Specialist (Specialist) supports the firm’s business development and growth initiatives by contributing to the development of timely, high-quality and competitive pitches and proposals. This role works closely with attorneys and members of the Business Development and Practice Support teams to develop customized client-facing materials, including pitch books and presentations, responses to requests for proposals (RFPs), highly targeted pitch documents, and representative matter lists.

The Specialist also supports experience management and client intelligence efforts by maintaining accurate matter data, drafting compelling experience descriptions, and assisting in the preparation of research and reporting related to prospective and existing clients. The position requires strong writing and organizational skills, attention to detail, sound judgment, and the ability to manage multiple deadlines in a fast-paced environment while maintaining strict confidentiality.

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pitch and Proposal Support

• Support the development of pitches and proposals from intake through submission.
• Assist in preparing responses to RFPs, RFQs, RFIs, and client compliance surveys.
• Draft and edit proposal content, including executive summaries, cover letters, tailored capability descriptions, standardized responses and attorney biographies.
• Prepare customized pitch books and qualification statements in Word, PowerPoint and digital formats.
• Serve as project manager for assigned pitches and proposals, developing timelines, tracking deliverables, proactively following up with contributors, and ensuring on-time, complete submissions.
• Ensure adherence to brand standards and document quality across client-facing materials.
• Track active proposals and update status information in the firm’s project management system.
• Coordinate production and formatting of materials, including electronic and print deliverables.
• Coordinate the design and production of specialty pitch materials with the Creative Services team.
• Maintain and update proposal content libraries, including standardized RFP responses and archived pitch materials.
• Track and update pitch and proposal outcomes within internal systems to support reporting and performance analysis.
• Prepare and lead the monthly reporting process summarizing pitch and proposal activity, outcomes, and related metrics.
• Contribute to ad hoc proposal and content initiatives as needed.
• Ensure that all proposal materials are handled securely and in compliance with firm policies and confidentiality standards.
• Communicate proposal progress and potential issues to the Senior Pitch and Proposal Manager.

Experience Management

• Collaborate with the Senior Marketing Technology & Experience Specialist to support the capture, maintenance, and accuracy of the firm’s experience data.
• Draft and revise clear, compelling matter descriptions for use in proposals and other client-facing materials.
• Work with attorneys and Practice Support team members to gather and verify matter information.
• Support maintenance of client permissions lists and outside general counsel requirements.
• Enter and update proposal content within firm systems, coordinating with the Senior Marketing Technology & Experience Specialist to ensure accuracy and consistency.

Client Intelligence

• Conduct research on prospective clients and contacts to support pitches, proposals, and business development initiatives.
• Prepare client intelligence summaries and background materials for attorneys and Marketing & Business Development team members in advance of meetings and pursuits.
• Generate and distribute ERM/CRM reports, including client relationship data and contact information, to support business development efforts.
• Support additional marketing and business development initiatives as assigned by the Director of Client Intelligence.
• Serve as project manager for the bi-monthly internal business development newsletter, coordinating content collection, managing production timelines, and overseeing distribution to support internal education.

Knowledge, Skills and Abilities

• Bachelor’s degree in Marketing, Communications, Business, or a related field required; three to five years of marketing and/or business development experience, ideally within a legal or professional services firm.
• Demonstrated experience supporting and drafting responses to RFPs and other competitive proposals.
• Strong writing, editing, and proofreading skills, with the ability to synthesize complex information into clear, client-focused messaging.
• Strong project management skills and ability to drive multiple concurrent workstreams to meet firm deadlines.
• Ability to analyze proposal requirements and identify required content and contributors.
• Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint); experience working with ERM/CRM and content management systems preferred.
• High level of attention to detail and commitment to accuracy.
• Ability to communicate effectively and diplomatically with attorneys and other business professionals.
• Demonstrated analytical skills and ability to gather, organize, and synthesize information from multiple sources.
• Ability to work independently while collaborating effectively within a team environment.
• Sound judgment and discretion in handling confidential and sensitive information.
• Flexibility to work additional hours as needed to meet proposal deadlines.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies.

Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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