Overview
The Proposal Coordinator is responsible for executing on the vision we have defined for our customer’s journey from time of inquiry to order placement with CRx. The Proposal Coordinator is responsible for ensuring adherence to our estimation process, and for complying with the pre-sale’s documentation standards required to support our downstream development projects. The incumbent is responsible for ensuring day-to-day that estimates are created within our targeted service level timeframes and is instrumental in driving the required cross-functional internal collaboration needed to create each project estimate. In many situations, the Proposal Coordinator is working on multiple proposals simultaneously, so the ability to balance multiple simultaneous deadlines is critical.
Responsibilities
- Generates, tracks, and communicates estimation activities to internal teams for new and existing customer requests.
- Handles, routes and/or responds to follow-up queries about proposed estimates.
- Collaborates with CRx’s pricing team to ensure all details to produce an approved estimation have been received.
- Calendar management for meetings in support of the estimation process.
- Maintain documents and files appropriately supporting the proposed estimates.
- Reports development required by CRx Management Team.
- Performs other duties as assigned.
Qualifications
Knowledge
- Comfortable using computer business applications including, MS Office Suite with an emphasis on MS Excel and Outlook, Salesforce.com and Jira.
- Understanding of a customer service environment.
Skills
- Ability to communicate succinctly and efficiently with internal stakeholders
- Ability to prioritize workload to meet targets
- Self-motivated with the flexibility to adapt to changing priorities
- Ability to analyze information and situations to anticipate problems
- Capability to escalate as appropriate
Education
- Bachelor’s Degree in business, marketing, accounting, or relevant professional experience
Experience
- 2+ Years of experience in a professional environment preferred
Other
- Ability to demonstrate empathy to customers and peers/Interpersonal skills
- Highly organized and Detail-oriented
- Ability to understand a Software Development Lifecyle (SDLC) and its impact on customer requests
- Ability to work under aggressive and often changing deadlines
