Description

Proposal Coordinator Job Description Overview:

The Proposal Coordinator is responsible for establishing and monitoring goals, providing performance feedback through data analysis, and supporting sales management, sales representatives, agents, and technical support staff to meet and exceed transformer sales objectives. This role requires strong organizational, communication, and analytical skills to ensure the timely and accurate completion of proposals and reports. The Proposal Coordinator will be an integral part of the automation team and will report directly to the Regional Service Manager.

Key Responsibilities: 

Goal Setting and Performance Monitoring:

• Establish and monitor goals for direct reports. 
• Provide performance feedback based on data analysis as needed.

Sales Support:

• Collaborate closely with sales management, sales representatives, agents, and technical support staff to meet or exceed sales objectives.
• 24-hour quote return objective from Go Config, BCom, or price list.
• Provide a 24–48-hour turnaround goal on solicited requests.

Proposal Management:

• Write up consistent template proposals across all vendors.
• Follow up on open quotes.
• Assist in writing up Auto quotes as directed by the Regional Director of Automation
• Manage other reports as needed.
• Write up all orders and submit to the automation team for processing.

Reporting:

• Responsible for reporting total booked and invoiced Equipment (EQP) sales for the Southeast Region.

Customer Relations:

• Occasionally travel to manufacturing plants, and customer or agent locations to gain insight on product lines and improve relations.

Additional Support:

• Support RDA as needed.

Qualifications

Desired Skills:

• Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, Teams, and Outlook.
• Minor CAD experience preferred.
• Ability to build strong relationships and leverage resources to drive profitable revenue growth.
• Excellent problem-solving skills with the ability to handle complex and rapidly changing situations.
• Effective communication skills, both written and verbal, and the ability to communicate effectively over the phone and in person.
• Attention to detail and accuracy, with the ability to work expediently.
• Experience in tracking and following up on quotes.
• Ability to develop and implement consistent quote templates for field sales.

Qualifications:

• Proven experience in a similar role, preferably within the sales or technical support sector.
• Strong computer skills, particularly with Microsoft Office applications.
• Demonstrated ability to work collaboratively and effectively in a fast-paced environment.