Proposal Coordinator

Job Description

Job Description

Our client is in need of a Proposal Coordinator to join an advertising organization in San Antonio, Texas. This opportunity is ideal for someone who takes pride in delivering accurate, well-prepared proposal materials. In this role, you will partner closely with internal sales and strategy teams to assemble client-facing proposals, organize supporting documentation, and help maintain timely, high-quality responses to business requests.

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.

• 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.