Sales Support Project Specialist
Skills
About the role
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Growth team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Sales Support Project Specialist to join their dynamic team.
The Sales Support Project Specialist plays an important role in supporting strategic sales pursuits to ensure Aprio is highly competitive in the marketplace. This is a hands-on role in which the person will work with client-facing deal owners across the firm to improve sales results by developing attractive, high-quality meeting materials and proposals in a timely manner.
Responsibilities:
Develop thorough understanding of Aprio’s services and leaders of different industry groups and service lines
Organize and participate in pursuit team meetings for strategic pursuits
Educate deal owners across the firm regarding what tools are available to support their pursuits
Assist service line leaders with the development and maintenance of proposal templates in Word and Power Point
Use automation tools to streamline draft process
Support brand consistency while working in Word and PowerPoint
Advise pursuit teams about best practices
Manage development of key pursuit proposals with strong attention to detail with high sense of urgency
Support creation of placemats, slide decks and other materials for meetings
Ensure quality of meeting materials and proposals
Ensure service sales materials are kept up to date in the sales tool library
Qualifications:
3-5 years of experience
Strong attention to detail
Strong writing and editing skills
Team player focused on developing strong processes
Knowledge of CRMs/Hubspot helpful
Knowledge of Microsoft Office Suite preferred; Canva a plus
Design and layout skills
Ability to prioritize and manage multiple tasks efficiently
Ability to communicate effectively with firm leaders
Ability to create timelines and schedules to ensure timely project completion
Ability to maintain comprehensive project documentation and records
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
What’s in it for you:
Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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