Proposal Coordinator

XNRGY Climate Systems; Mesa (AZ); On-site; USD 65,000 - 85,000; Full time

Job summary

XNRGY Climate Systems in Mesa, Arizona seeks a Proposal Coordinator to manage the full opportunity lifecycle—from bid development to released sales orders. You will own timely bid coordination, coordinate RFPs, analyze project scope, and organize documents to ensure accurate quotes and smooth handoffs.

The role requires hands‑on CRM and ERP experience, data‑driven decision making, and clear communication across Sales, Engineering, Project Management, Planning, Production, Service, and Finance.

Qualifications

• Associate or Bachelor's degree in Business, Construction Management, Engineering Technology, or related field, or equivalent experience.
• 2+ years in proposal or bid coordination, estimating support, order management, or inside sales support in industrial equipment/ HVAC environments.
• 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 ability to manage competing bid deadlines.
• Proactive communicator who anticipates downstream impacts, with customer-focused urgency.

Responsibilities

• Coordinate RFP activity and drive timely bid coordination, ensuring on-time submission against 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 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 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, and create ERP sales orders.
• Structure orders into lines and releases for staged shipments and coordinate with Production Planning.
• Maintain ship-to addresses and drop-ship requirements; coordinate storage when units are complete.
• Add service and warranty lines to orders and log change orders with audit trail.
• Flag downstream impacts such as schedule changes and invoicing adjustments.

Skills

Proactive communication

Organization

Data accuracy

Customer-focused

Education

Bachelor's or Associate degree in Business/Engineering/Construction

Tools

Dynamics 365

Salesforce

Excel

Word

Outlook

SharePoint

Teams

Epicor

SAP

Oracle

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 Proposal Coordinator 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

• 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
• 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
• Proactive communicator who anticipates downstream impacts, with a customer‑focused sense of urgency

Why choose XNRGY?

Be part of a fast‑growing company driving innovation and sustainability in the climate solutions industry.