Sales & Proposals Assistant

EXANTE360 INC•Newport Beach, CA

5d•$25 - $30•Remote

About The Position

Exante360, Inc., is looking for a Sales and Proposals Assistant that wants to join us on our bold initiative of “improving lives through relationships, by connecting people to solutions.” Role We are seeking a Sales and Proposals Assistant to support our Business Development/Sales team in managing the Proposals and Add Service Requests (ASRs – also known as Change Orders) process. This is not a traditional sales position; instead, it focuses on document preparation, process tracking, and cross-team coordination. The ideal candidate will be a detail-oriented problem-solver who thrives in an organized, fast-paced environment. You will work closely with Project Managers, Consultants, and the Director of Business Development to ensure accurate, efficient, and timely completion of proposal-related deliverables.

Requirements

Must have strong ethics and the ability to handle confidential information and sensitive material with discretion.
Excellent written and verbal interpersonal communication skills.
Ability to work in a fast-paced, dynamic, and collaborative environment.
Must be able to handle multiple concurrent assignments.
Creative thinker with an eye for detail.
Sense of customer service, excellence, responsibility, and versatility.
2-5 years of experience in the professional services industry in Sales or Marketing.
Experience with consulting or professional services firms, focused on proposal documentation.
Proficiency with Microsoft 365 related tools.
Experience with customer relationship management (CRM) databases and other software tools a plus.
Experience in the AEC industry is preferred.
Bachelor’s degree in a related field preferred.
Familiarity with Adobe Creative Suite, specifically InDesign is preferred.

Nice To Haves

Experience in the AEC industry is preferred.
Bachelor’s degree in a related field preferred.
Familiarity with Adobe Creative Suite, specifically InDesign is preferred.

Responsibilities

Assist with research of RFP/RFQ and bid opportunities
Read and interpret RFP/RFQ proposal requirements
Prepare, track, and manage proposals through CRM systems and internal workflows
Coordinate with Project Managers, Consultants, Marketing, and Sales leadership to keep proposal processes on schedule
Draft and update proposal documents using past examples and project-specific scope information
Maintain accurate client, opportunity, and contract records within CRM and project folders
Monitor deadlines, guide workflows, and ensure submissions are complete and accurate
Support CRM setup and process improvements for awarded projects