Senior Project Coordinator, Proposals

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

📋 Description

• Take ownership of the proposal workflow from initial intake to final submission, excluding content creation.

• Oversee proposal timelines, milestones, and dependencies to ensure timely and complete delivery.

• Collaborate with subject matter experts and leadership to gather inputs and drive progress.

• Compile and finalize proposal materials utilizing approved templates, language, and formatting guidelines.

• Assess proposals for accuracy, consistency, branding, style, and adherence to RFP requirements.

• Handle submission logistics and verify successful delivery.

• Keep precise proposal tracking, status updates, and documentation in CRM and internal systems.

• Provide formatting and proofreading assistance for related marketing and research outputs as necessary.

• Support cross-functional project coordination, including scheduling, task tracking, and follow-up.

⛳️ Requirements

• 5 to 7 years of demonstrated experience in coordinating proposals, RFPs, and RFIs within a professional services, consulting, healthcare, insurance, or other B2B sectors.

• Exceptional attention to detail, with a background in producing clean, polished, client-ready documents.

• Proven ability to manage proposal workflows from start to finish, excluding content writing.

• Strong project management capabilities with the ability to set timelines, manage milestones, track dependencies, and push progress across multiple active proposals.

• Experience in coordinating with subject matter experts, leadership, and cross-functional stakeholders.

• Excellent organizational skills and the capability to juggle multiple concurrent priorities in a fast-moving, deadline-oriented environment.

• Outstanding written and verbal communication skills, including professional and consistent follow-up.

• Ability to verify and ensure compliance with RFP requirements, including structure, formatting, page limitations, and submission guidelines.

• Advanced proficiency in Microsoft Word.

• Proficiency in Microsoft PowerPoint and Excel.

• Familiarity with SharePoint or similar document management platforms.

• Experience maintaining proposal status, timelines, and documentation in CRM systems (e.g., Salesforce), trackers, or shared repositories.

🏝️ Benefits

• Generous Paid Time Off.

• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days.

• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.

• Generous employee referral bonus program of $1,500 per referred hire.

• Quarterly employee recognition program for exemplifying EPIC’s values along with additional recognition awards and programs (and trips!).

• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.

• Professional growth & development opportunities: Mentorship Program, Tuition Reimbursement Program, Leadership Development.

• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.

• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.

• 50/50 Work Culture: EPIC promotes a 50/50 culture between producers and the rest of the business, fostering collaboration, teamwork, and an inclusive work atmosphere. It requires both production and service to be EPIC!

• EPIC Gives Back – Some of our charitable initiatives include Donation Connection, Employee Assistance Fund, and People First Foundation.

• We’re ranked in the top 10 of property/casualty agencies according to “Insurance Journal.”