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About the role
Key responsibilities & impact- The Proposal Coordinator provides sales and proposal administrative support for our Proposal Strategist as well as administrative support for the Liviniti Sales Team.
- This essential position requires a self-starter who will assist in the initial receipt, internal documentation and provision of inquiries (when necessary) to the Proposal Strategist in order to facilitate a complete response to the requestors.
- The Proposal Coordinator assists in formatting responses into a professional template for client delivery within a specified timeframe.
- This position supports new organizational sales including the coordination of requested analyses and proposal (RFP) responses for prospect delivery.
- The Proposal Coordinator will work with the Sales/Proposal team in supporting updates to the Proposal Library of approved responses.
- Maintaining and loading new prospects in our system.
- Also maintains relevant information in the platform including pertinent meetings, forecast category, revenue projections, etc.
- Coordinate proposal reviews, ensuring compliance with solicitation requirements.
- Support and maintain a proposal library/database.
- Support and maintain inventory of all opportunities – past, present, and future.
- Receiving and logging new requests into the dashboard.
- Supports the buildout of a question/answer database.
- Assistance completing the more basic proposals.
- Establishes, develops, maintains and updates electronic document management systems, and assists in the retrieval of information from files when needed.
- Organizes and prioritizes large volumes of information and calls.
- Works independently and within a team on special nonrecurring and ongoing projects.
- Abide by all obligations under HIPAA related to Protected Health Information (PHI).
Requirements
What you’ll need- Knowledge of Microsoft Office tools, especially Outlook, Word, Excel and PowerPoint.
- Working knowledge of current office technologies such document scanning, delivery and online storage.
- Familiarity with basic office communication technologies, including desk and mobile phones as well as Wi-Fi connectivity.
- Demonstrated ability to execute multiple projects simultaneously.
- Constant attention to detail, including grammar, spelling, numeric accuracy and maintaining a professional office environment.
- Ability to work independently and make logical business decisions given general guidance.
- Ability to consolidate ideas and collaborate with cross-functional working groups.
- Ability to communicate at all management levels within an organization, including internal Southern Scripts, customers, vendors and business partners.
- Ability to maintain a pleasant demeanor for all office visitors.
- Interest and ability to constantly learn and apply new ideas to the operation of the office and the organization.
Benefits
Comp & perks- High Medical, Dental, Vision Insurance
- Disability and Life insurance
- Employee Assistance Program
- Remote work options
- Generous Paid-Time Off
- Annual Reviews and Development Plans
- Retirement Plan with company match immediately 100% vested
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Proposal FormattingRFP Response PreparationData EntryProject ManagementDocument Scanning
Soft Skills
Independent WorkLogical Decision MakingEffective CommunicationPleasant DemeanorContinuous Learning
