Proposal Coordinator

This is a fully remote position, open to applicants in Louisiana.

📋 Description

• The Proposal Coordinator offers administrative support for sales and proposals to our Proposal Strategist, alongside providing assistance to the Liviniti Sales Team.

• This crucial role requires a proactive individual who will aid in the initial receipt and internal documentation of inquiries, forwarding them to the Proposal Strategist when necessary to ensure a thorough response to requestors.

• The Proposal Coordinator is responsible for formatting responses into a professional template for client delivery within designated timeframes.

• This role supports new sales initiatives by coordinating requested analyses and proposal (RFP) responses for prospective clients.

• The Proposal Coordinator collaborates with the Sales/Proposal team to update the Proposal Library of approved responses.

• Responsible for maintaining and entering new prospects into our system.

• Also accountable for keeping relevant information updated in the platform, including important meetings, forecast categories, revenue projections, etc.

• Coordinates proposal reviews to ensure compliance with solicitation requirements.

• Supports and maintains a proposal library/database.

• Oversees inventory of all opportunities – past, present, and future.

• Receives and logs new requests into the dashboard.

• Aids in building a question/answer database.

• Provides assistance in completing basic proposals.

• Establishes, develops, and maintains electronic document management systems, facilitating the retrieval of information from files as needed.

• Organizes and prioritizes large volumes of information and calls.

• Works independently as well as collaboratively on special projects, both recurring and one-time.

• Adheres to all obligations under HIPAA related to Protected Health Information (PHI).

⛳️ Requirements

• Proficient in Microsoft Office tools, particularly Outlook, Word, Excel, and PowerPoint.

• Familiarity with contemporary office technologies, such as document scanning, delivery, and online storage.

• Knowledge of basic office communication tools, including desk and mobile phones and Wi-Fi connectivity.

• Proven ability to manage multiple projects simultaneously.

• Strong attention to detail, encompassing grammar, spelling, numeric accuracy, and the maintenance of a professional office atmosphere.

• Capable of working independently while making sound business decisions under general guidance.

• Ability to synthesize ideas and collaborate with cross-functional teams.

• Effective communication skills at all management levels within the organization, including internal Southern Scripts, customers, vendors, and business partners.

• Maintains a friendly demeanor for all office visitors.

• Eager to learn continuously and apply new concepts to enhance office operations and the organization as a whole.

🏝️ Benefits

• Comprehensive Medical, Dental, and Vision Insurance

• Disability and Life Insurance

• Employee Assistance Program

• Options for Remote Work

• Generous Paid-Time Off

• Annual Reviews and Development Plans

• Retirement Plan with company match, immediately 100% vested