Overview
We are designing the grid of the future!
The Business Associate I supports the preparation of technical proposals for engineering services by organizing client requests, coordinating information from engineers, and preparing accurate, client-ready proposal materials under guidance. The role is developing an understanding of engineering consulting and how client scope, deliverables, schedule, effort, and fees connect.The coordinator works from approved technical and commercial direction, helps make the proposed scope easy for the client to understand, and brings unclear or conflicting requirements to the attention of the proposal lead.
Responsibilities
How you can make an impact:
Client Request & Scope Intake
- Review client emails, requests, draft scopes, and forms with a senior coordinator or proposal lead; capture requested services, deliverables, due date, and submission instructions.
- Use an approved checklist to identify missing information, unclear language, assumptions, and items requiring confirmation from the client or technical lead.
- Organize source documents, correspondence, and proposal drafts using established file and version-control practices.
Proposal Drafting & Assembly
- Prepare proposal sections from approved templates and engineer-provided content, including project understanding, service descriptions, team qualifications, and relevant experience.
- Edit proposal language for clarity, grammar, consistency, and client-specific terminology while preserving technical meaning.
- Assemble the proposal, forms, resumes, project descriptions, and attachments; check that requested sections and files are present.
Engineering Team Coordination
- Request information from engineers and project managers using clear questions and due dates; track responses and follow up as assigned.
- Maintain a simple scope checklist covering services, deliverables, schedule, assumptions, exclusions, and client-provided information.
- Flag inconsistencies between the client request and draft proposal for review; do not make technical or commercial decisions.
Submission & Records
- Support proposal submission through email or client portals as directed and save the submitted version in the designated system.
- Update opportunity and proposal records in Salesforce or other designated tools, including status and key dates.
- Support routine client clarifications and record proposal outcomes or feedback.
Performance Criteria:
- Proposal Accuracy: Prepares assigned sections and submission materials accurately and on time.
- Scope Awareness: Tracks client requirements, inputs, and deadlines and flags gaps early.
- Clear Writing: Adapts approved content to the client request without changing technical meaning.
- Organization: Maintains orderly files, records, and version control.
- Team Support: Follows through on assigned actions and responds constructively to review comments.
Technical Skills:
- Working knowledge of Microsoft Word, Excel, and PowerPoint.
- Familiarity with Salesforce, SharePoint, Teams, and proposal software, or ability to learn these tools.
- Ability to follow a structured proposal workflow and track requirements, actions, and deadlines.
- Basic understanding of engineering services proposals and document version control is an advantage.
Qualifications
Bring your passion, here's what’s needed:
- Bachelor’s degree in engineering, business, communications, marketing, or a related field, or equivalent relevant experience.
- Typically 0–2 years of experience in proposal support, technical writing, engineering administration, project coordination, or a related role.
- Exposure to engineering consulting or client proposals is preferred but not required.
Core Skills & Attributes:
- Strong attention to detail and accuracy.
- Clear writing, editing, and communication skills.
- Strong organizational and follow-up skills.
- Ability to prioritize assigned tasks and meet deadlines with guidance.
- Professional, collaborative, and receptive to feedback.
Lead the Change!
Be a part of an innovative team shaping the grid of the future through advanced energy intelligence. For more than half a century, Electric Power Engineers (EPE) has partnered with power and energy clients across the globe, providing consulting expertise and energy intelligence software solutions for complex engineering and grid modeling challenges. As leaders in the renewables space, we are focused on building a modern, secure, and resilient grid. Join us in making an impact on the communities we serve and the environment in which we live. Together we can transform the future of energy.
How we support you:
- Comprehensive Health & Life Insurance: 100% premium coverage for employees, with partial coverage available for eligible dependents.
- Opportunity to work on cutting-edge automation solutions for the power industry.
- Collaborate with a team of experts in software engineering, renewable energy, and grid technologies.
- Flexible hybrid work environment with opportunities for professional growth and innovation.
Location: This position will be located in Panama City, Panama
Travel: Occasional travel may be needed (10% or less)
Third-Party Recruiting Notification
EPE does not accept unsolicited resumes from third-party recruiters. Any unsolicited third-party resumes forwarded by recruiters to EPE via our career page or to any of our managers or employees will be considered public information, may be treated as a direct application from the person identified in the resume, and will not be eligible for placement fee payment to the agency. EPE will not pay a fee to a third-party recruiter or agency without a previously signed third-party agreement and has not coordinated their recruiting activity with the appropriate member of the Talent Acquisition team.
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