Proposal Coordinator Job Description
Proposal Coordinator Duties & Responsibilities
To write an effective proposal coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included proposal coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Proposal Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Proposal Coordinator
List any licenses or certifications required by the position: APMP, PMP, MOS, CPSM, ISM
Education for Proposal Coordinator
Typically a job would require a certain level of education.
Employers hiring for the proposal coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Marketing, Communications, English, Journalism, Education, Business, Communication, Engineering, Business/Administration, Technical
Skills for Proposal Coordinator
Desired skills for proposal coordinator include:
Desired experience for proposal coordinator includes:
Proposal Coordinator Examples
Proposal Coordinator Job Description
- Assist MBDs and AEs with Large Group Proposal Preparation and Evaluation
- Assist MBDs and AEs with RFP Data Collection from Brokers and/or Employers
- Assist MBDs and AEs with Material Preparation for Sales Meetings, Seminars, Conferences and Events
- Assist MBDs and AEs with Marketing Efforts to Brokers, Sponsors and Employers
- Complete weekly update of all activities and submit to the Department Manager
- Apply working knowledge and understanding of client's needs, policies, requirements, and benefits in order to provide best proposal
- Generate specific rate quotes for prospective clients
- Coordinate business development activities of senior managers
- Develop and maintain a well-organized electronic filing system to ensure reports, correspondence and other documentation are maintained and readily available including response documents, database records
- Coordinate and project manage end to end process for formal RFP/RFQ/ RFI projects
- Ability to apply judgment and be decisive
- Customer Service environment experience
- 1+ years of applicable experience, including experience with SharePoint 2013, and an understanding of the proposal response process, such as training by Shipley, is desirable
- Ability to manage multiple tasks concurrently in a fast-paced environment and under limited supervision by the Group Proposal Team Leader
- Ability to work independently with a group
- Format large, complex documents using MS Word, including inserting graphics and photographs, captions, footers, headers
Proposal Coordinator Job Description
- Ensure emails sent to the SSC general email box are processed and responded to within the designated SLA
- Create Service Requests in CRM OD to track the progress of the requests coming into the SSC production team
- Collaborates with various staff and departments to ensure requests are completed by targeted due dates
- Assist as needed with CRM Business Tools team functions
- Graphic design capabilities using Illustrator
- Develop and monitor proposal schedules
- Identify non-standard questions and complex requirements on RFP
- Maintain working knowledge of company products in terms of service development and functionality requirements, marketing and operations content
- Coordinate and prepare meetings (meeting invitations, equipment, visitor’s badges, meals, materials)
- Prepares and manages production (printing, binding, tabs, CD/DVD, packaging, shipping)
- Experience with Microsoft SharePoint or a similar document management system an asset
- Experience managing a small team including assigning work, ensuring processes are followed, and deliverables are of a high quality and align with corporate brand and message
- Provide general meeting set up and organization
- Support marketing projects as needed, such as presentations, marketing collateral development
- Support business development management and department personnel with regard to such aspects as document management (construction, manipulation, preparation, assembly, ), communications (conference calls and WebEx meetings), and other such support
- Develop and monitor proposal schedules and ensure proposal deadlines (both internal and external) are met
Proposal Coordinator Job Description
- Print and QC hard copies of proposal responses
- Coordinate proposal development strategy, project execution plan and review of critical commercial terms of the contract
- Initiate, seek and integrate reviews from legal, contracts, and insurance, finance, treasury, and tax teams for assigned proposals
- Responsible for timely submission of quality proposals by driving the proposal development process
- Lead best practice in proposal development through process improvements and lessons learned
- Maintain CRM system updated and generate CRM reports on the status as necessary
- Develop and maintain various central records repository/ databases of all proposals
- Coordinate inputs for tracking status of new pursuits and active projects
- Gather and analyze market intelligence of competitors/ partners
- Organize marketing events and support all business development activities
- Support developing marketing brochures and develop project profiles for completed projects
- Facilitate initiation of new MCD staff with proposal process, software training and other support services such as electronic submissions of the expenses for team members
- Coordinating proposal teams’ day-to-day logistics including scheduling meetings/conference calls
- Establishing roles and responsibilities of the proposal team and reinforcing internal deadlines
- Overseeing RFP compliance matrices
- Serving as the point-of-contact for teaming partners and subcontractors
Proposal Coordinator Job Description
- Supporting color reviews by scheduling review meetings
- Under the direction of a Capture Manager, serving as proposal manager for task order proposals, including development of compliance matrices, creating writer content plans
- Coordinate and deliver proposals for the entire Halifax office and provide support to the team based in the Maritimes for their proposals
- Develop and co-ordinate eye-catching proposals, reports, presentations, and other marketing materials
- Manage the proposal development timeline schedule and reviews
- Facilitate and maintain communication and information distribution to proposal teams including client correspondence and amendments to ensuring compliance and accuracy of bid content
- Proofs work to minimize errors
- Interpretation of solicitation requirements or source selection regulations and approach on individual opportunities
- Matrixed team management and facilitation
- Win theme development
- Prior experience with position responsibilities listed above
- 5+ years of proposal coordinator experience in A/E/C industry
- Adobe Creative Suite including InDesign, Illustrator, and Photoshop
- Works well with professionals from various backgrounds
- Ability to juggle multiple assignments and prioritize to meet deadlines
- Work with the Business Unit Manager and Account Manager to prepare a proposal plan that meets the objectives of the proposal budget and timeline
Proposal Coordinator Job Description
- Storyboard/template development
- Formal kickoff meetings
- Formal and informal proposal reviews
- Post-submission support [e.g., clarifications/BAFOs, and final proposal revisions (FPRs)]
- Serve as volume lead
- Edit written products for clarity, messaging, readability, ease of comprehension, and consistency of voice
- Tracks assigned prospects and proposals within the Customer Relations Management (CRM) system
- Assist the Director of Proposal Operations in developing departmental policies, procedures, guidelines and standards
- Creating and maintaining project pages, project lists, resumes, databases
- Daily and ongoing monitoring of target industry news and trends
- Review the inquiry documents for special requirements
- Distribute inquiry documents to others involved in the proposal and estimate preparation as required
- Obtain assistance from other departments (Engineering, Estimating, Contract Administration, Construction, ) as required to prepare the proposal
- Primary responsibility for preparation/review of the proposal write-ups
- Prepare initial assessment of the technical, financial, schedule or any other unusual risks associated with a proposal
- Clearly define the Scope of Work and Services offered to the Customer and identify any clarifications or exceptions to the Customer’s inquiry