Proposal & CRM Coordinator

Valid8 Financial, Inc.; La Mirada (CA); On-site; USD 43,000 - 50,000; Full time

Benefits offered by this job

On-site gym

Wellness Program

401K with company match

13 paid holidays per year

12 Days of PTO in first year

Professional development

Job summary

IQAir’s North American headquarters in La Mirada, CA, seeks a Solutions Coordinator to support the bid desk, CRM, and RFP coordination. The role emphasizes organization, proactive task management, and cross-functional collaboration with Sales, Marketing, and Customer Care to ensure timely, accurate proposals.

The ideal candidate will be highly organized, detail-oriented, and capable of juggling multiple priorities in a fast-paced environment, supporting the Solutions Operations Manager and

Qualifications

• Associate’s or Bachelor’s degree in Business Administration, Communications, or related field preferred.
• 2+ years of experience in operations support, sales support, proposal coordination, project coordination, CRM administration, or related administrative roles
• Strong organizational, time management, and project coordination skills
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
• Experience managing multiple priorities and deadlines simultaneously
• Proficiency in Microsoft Office Suite, including Excel, Outlook, and Word
• Experience with HubSpot, Salesforce, or similar CRM platforms preferred
• Ability to work independently and collaboratively across departments
• Experience supporting reporting, onboarding, proposal coordination, or operational processes preferred
• Ability to pass a pre-employment drug and background screen

Responsibilities

• Coordinate proposal, RFP, and bid desk activities from intake through submission
• Track proposal opportunities, deadlines, deliverables, and submission schedules
• Maintain CRM records, opportunity updates, contact records, and activity tracking
• Support customer onboarding documentation, renewals, and account administration activities
• Prepare, organize, proofread, and maintain proposal documentation and supporting materials
• Coordinate with internal departments to gather required documents, content, and approvals
• Maintain reporting metrics, dashboards, and operational tracking records
• Support contract documentation and customer opportunity administration
• Maintain organized document libraries, templates, certifications, and operational resources
• Assist with process documentation, workflow improvements, and operational initiatives
• Provide administrative and operational support to the Solutions Operations Manager
• Identify opportunities to improve efficiency, organization, and process consistency
• Support additional departmental initiatives as assigned to support business objectives.

Skills

Organizational skills

Time management

Project coordination

Written & verbal communication

Attention to detail

Multi-priority management

Microsoft Office Suite

CRM experience (HubSpot/Salesforce)

Education

Bachelor’s degree in Business Administration or Communications

Associate’s degree in Business Administration or related field

Tools

HubSpot

Salesforce

Excel

Job description

IQAir’s North American headquarters in La Mirada, CA, seeks a Solutions Coordinator to support the bid desk, CRM, and RFP coordination. The role emphasizes organization, proactive task management, and cross-functional collaboration with Sales, Marketing, and Customer Care to ensure timely, accurate proposals.

The ideal candidate will be highly organized, detail-oriented, and capable of juggling multiple priorities in a fast-paced environment, supporting the Solutions Operations Manager and