Proposal Coordinator

ConnectiveRx•Pittsburgh, PA

10d

About The Position

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.

Requirements

Bachelor’s Degree in business, marketing, accounting, or a relevant degree.
2-4 years of experience in a professional environment preferred
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
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
Communication (Oral & Written): Ability to listen actively and communicate key issues respectfully. Understand the need to share only relevant information. Ability to adapt to different audiences, ensuring that the message is clearly articulated.
Service Orientation: Anticipates, finds, and addresses the needs of customers/clients; sometimes before those needs are voiced.
Technical Knowledge: Uses the technical knowledge and abilities required in the specialist and professional job function to carry out the desired outcomes.
Accountable: Holds self and others accountable for measurable, high-quality, prompt, and cost-effective results.

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.
Other duties as assigned
Reports development required by CRx Management Team.

Benefits

Opportunities for a bonus (or commissions)
Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401(k) plan, with employer contributions where applicable
Flexible paid time off (PTO) policy for exempt employees, covering sick days, personal days, and vacations.
Eight standard company holidays
Three floating holidays annually