Proposal Coordinator
Robert Half · San Antonio, TX · 2 mo ago
On-siteOTHRTemporary
Our client, an advertising organization in San Antonio, Texas, is seeking a Proposal Coordinator to join their team. This role is ideal for someone who takes pride in delivering accurate, well-prepared proposal materials.
Responsibilities
- Partner with campaign and sales support teams to clarify proposal needs and translate request details into complete submission materials.
- Create and organize proposal packages by preparing spreadsheets, presentations, image selections, maps, and other supporting documents required for client responses.
- Review proposal content carefully to confirm accuracy, completeness, and alignment with requested deliverables before final distribution.
- Manage assigned proposal workflows within Salesforce to keep requests moving efficiently and maintain clear status visibility.
- Use internal proposal and mapping tools to update, edit, and assemble key information for client-facing documents.
- Track proposal files according to established documentation procedures to preserve version control and record integrity.
- Balance multiple assignments at once while meeting response-time expectations and service commitments for internal stakeholders.
- Provide responsive, thorough support to internal clients by communicating clearly and addressing questions throughout the proposal development process.
Requirements
- High school diploma and 3-4 years of customer service, sales support, or closely related experience.
- Strong Excel skills, including formulas, formatting, VLOOKUPs, and PivotTables, along with working knowledge of PowerPoint.
- Ability to analyze request details and apply data accurately when preparing proposal content.
- Strong organizational skills with the ability to prioritize tasks, manage deadlines, and handle multiple projects simultaneously.
- Experience working with CRM or workflow systems such as Salesforce for tracking assignments and maintaining process accuracy.
- Effective written and verbal communication skills with a detail-focused approach to internal client support.
- Ability to collaborate successfully in a team-oriented environment while maintaining a high level of attention to detail.
- Flexibility to work varied schedules based on business needs.
Benefits
- Medical, vision, dental, and life and disability insurance for contract/temporary professionals.
- Eligibility to enroll in the company 401(k) plan for hired contract/temporary professionals.