Proposal Coordinator & Sales Support (Remote)

Exante360 Inc; Newport Beach (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work environment

Professional growth opportunities

Benefits package

Job summary

Exante360, Inc. is seeking a Sales and Proposals Assistant to support our Business Development/Sales team in managing the Proposals and Add Service Requests process.

This role emphasizes document preparation, process tracking, and cross-team coordination with Project Managers, Consultants, and the Director of Business Development to ensure timely proposal deliverables. The ideal candidate is detail-oriented, ethical, and thrives in a fast-paced environment, with experience in MS 365, CRM

Qualifications

• 2-5 years of experience in the professional services industry in Sales or Marketing.
• Experience with proposal documentation in consulting or professional services firms.
• Proficiency with Microsoft 365 related tools.
• Experience with customer relationship management (CRM) databases and other software tools a plus.
• Experience in the AEC industry is preferred.
• Bachelor’s degree in a related field preferred.
• Familiarity with Adobe Creative Suite, specifically InDesign is preferred.

Responsibilities

• Assist with research of RFP/RFQ and bid opportunities.
• Read and interpret RFP/RFQ proposal requirements.
• Prepare, track, and manage proposals through CRM systems and internal workflows.
• Coordinate with Project Managers, Consultants, Marketing, and Sales leadership to keep proposal processes on schedule.
• Draft and update proposal documents using past examples and project-specific scope information.
• Maintain accurate client, opportunity, and contract records within CRM and project folders.
• Monitor deadlines, guide workflows, and ensure submissions are complete and accurate.
• Support CRM setup and process improvements for awarded projects.

Skills

Interpersonal communication

Discretion/confidentiality

Multi-tasking

Attention to detail

Creativity

Customer service

Team collaboration

Education

Bachelor’s degree preferred

Tools

Microsoft 365

CRM databases

Adobe InDesign

Job description

Exante360, Inc. is seeking a Sales and Proposals Assistant to support our Business Development/Sales team in managing the Proposals and Add Service Requests process.

This role emphasizes document preparation, process tracking, and cross-team coordination with Project Managers, Consultants, and the Director of Business Development to ensure timely proposal deliverables. The ideal candidate is detail-oriented, ethical, and thrives in a fast-paced environment, with experience in MS 365, CRM