Proposal Coordinator

XNRGY Climate Systems

Kenosha (WI)

On-site

USD 60,000 - 90,000

Full time

7 days ago

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Job summary

XNRGY Climate Systems is seeking a qualified Proposal Coordinator to support the full opportunity lifecycle from bid to order. You will coordinate RFP activity, assemble quotes, and manage CRM records to ensure data accuracy across accounts, projects, and competitors.

The role requires close collaboration with Sales, Engineering, Planning, and Finance in a fast-paced industrial environment. Experience in CRM and ERP systems (Dynamics 365, Salesforce, Epicor, SAP, Oracle) and strong

Qualifications

Associate or Bachelor's degree in Business, Construction Management, Engineering Technology, or a related field.
2+ years in proposal or bid coordination, estimating support, order management, or inside sales support.
Ability to read and interpret project scopes, specifications, drawings, addenda, and construction documents.
Hands-on CRM (Dynamics 365, Salesforce) and ERP (Epicor, SAP, Oracle) experience; proficient in Excel, Word, Outlook, SharePoint, and Teams.
Exceptional organization, attention to detail, and ownership of data accuracy, with proven ability to manage competing bid deadlines.

Responsibilities

Coordinate RFP activity and drive timely bid coordination, ensuring on-time submission of deliverables against customer due dates
Assist with equipment selections and pricing, and prepare quotes for defined scope with inclusions, exclusions, lead times, and terms
Organize and maintain project documents and details so opportunity history is traceable from bid through order
Own accurate, timely CRM entry for accounts, contacts, projects, opportunities, quotes, and competitors
Link bid documents, selections, and quotes to CRM records and log activities, win/loss reasons, and competitive intelligence
Monitor CRM data quality and support pipeline reviews, bid activity reporting, and sales analytics
Review customer purchase orders against the approved proposal, resolve discrepancies with Sales, Engineering, and Finance, and create accurate ERP sales orders
Structure orders into lines and releases, splitting large or multi-phase orders for staged shipments, and maintain dates with Production Planning as schedules shift
Maintain ship-to addresses and drop-ship requirements, and coordinate storage when units complete ahead of site readiness through to final delivery
Add service and warranty lines to every applicable order — including startup and commissioning and factory witness testing requirements
Log and process change orders, assess downstream impacts, confirm approvals, and update orders with a clear audit trail
Facilitate communication across teams and channels, internally and externally, including bid strategy discussions covering go/no-go decisions, pricing posture, and scope positioning
Serve as the point of contact for bid, quote, order, and CRM questions across Sales, Engineering, Project Management, Planning, Production, Service, and Finance, and interface externally with customers, contractors, and reps
Flag downstream impacts such as schedule changes, holds, storage decisions, and early shipments requiring invoicing adjustments
Research, synthesize, and maintain summary technical information on XNRGY and competitor product offerings on an ongoing basis, keeping references and templates current for the team

Skills

Bid coordination

Attention to detail

Communication

Organization

Education

Associate or Bachelor's degree in Business, Construction Management, Engineering Technology, or a related field

Tools

Dynamics 365

Salesforce

Epicor

SAP

Oracle

Excel

Job description

Who are we?

XNRGY Climate Systems is a North American leader in sustainable design and advanced manufacturing of custom air treatment systems. We are focused on research and energy development, contributing to the reduction of carbon footprint.

We are excited to announce the opening of our new technology headquarters in Mesa, Arizona in 2025. This expansion reflects our commitment to growth and innovation in the climate solutions industry. As part of this expansion in the US, XNRGY is seeking a qualified Application Engineer to join its team.:

An overview of your responsibilities

The Proposal Coordinator supports the full opportunity lifecycle — from bid and proposal development through accurate, released sales orders. The role owns timely bid coordination, coordination of all RFP, analysis and synthesis of project scope, and organization of project documents and details. It extends through equipment selection and quote preparation, CRM entry and management, order entry, release and shipment structuring, change order control, and storage and logistics coordination. The ideal candidate works confidently in CRM and ERP environments, thrives on data accuracy, and facilitates communication across teams and channels — internally and externally.

Key Responsibilities

Bid Coordination, RFP, and Quoting

Coordinate RFP activity and drive timely bid coordination, ensuring on-time submission of deliverables against customer due dates

Assist with equipment selections and pricing, and prepare quotes for defined scope with inclusions, exclusions, lead times, and terms

Organize and maintain project documents and details so opportunity history is traceable from bid through order

CRM Entry and Management

Own accurate, timely CRM entry for accounts, contacts, projects, opportunities, quotes, and competitors

Link bid documents, selections, and quotes to CRM records and log activities, win/loss reasons, and competitive intelligence

Monitor CRM data quality and support pipeline reviews, bid activity reporting, and sales analytics

Order Entry, Release, and Change Management

Review customer purchase orders against the approved proposal, resolve discrepancies with Sales, Engineering, and Finance, and create accurate ERP sales orders

Structure orders into lines and releases, splitting large or multi-phase orders for staged shipments, and maintain dates with Production Planning as schedules shift

Maintain ship-to addresses and drop-ship requirements, and coordinate storage when units complete ahead of site readiness through to final delivery

Add service and warranty lines to every applicable order — including startup and commissioning and factory witness testing requirements

Log and process change orders, assess downstream impacts, confirm approvals, and update orders with a clear audit trail

Communication and Product Knowledge

Facilitate communication across teams and channels, internally and externally, including bid strategy discussions covering go/no-go decisions, pricing posture, and scope positioning

Serve as the point of contact for bid, quote, order, and CRM questions across Sales, Engineering, Project Management, Planning, Production, Service, and Finance, and interface externally with customers, contractors, and reps

Flag downstream impacts such as schedule changes, holds, storage decisions, and early shipments requiring invoicing adjustments

Research, synthesize, and maintain summary technical information on XNRGY and competitor product offerings on an ongoing basis, keeping references and templates current for the team

Qualifications

Associate or Bachelor's degree in Business, Construction Management, Engineering Technology, or a related field — or equivalent experience

2+ years in proposal or bid coordination, estimating support, order management, or inside sales support, ideally in industrial equipment, HVAC, or engineered-to-order environments