Proposal Specialist
6 days ago
Job Purpose
To support our strategic goal of maximizing market coverage, we are expanding our Quote Data Team (QDT) to become a centralized Proposal Hub. We are seeking a detail-oriented Proposal Specialist to join this global team. This role is critical to our plan to formally engage with every sales opportunity , ensuring a consistent and professional brand experience. You will leverage a new, internal AI-powered engine to create a high volume of proposals, allowing you to focus on quality control, while also managing core data coordination tasks for the team.
Responsibilities
AI Proposal Generation:
- Manage the intake of proposal requests from the sales team via a standard form.
- Utilize our internal AI tool (GEMs) to generate a full initial draft of each proposal.
- Coordinate with the salesperson to review the draft and gather feedback for revisions.
- Incorporate all feedback and redlines to deliver a final, polished, and brand-compliant proposal to the sales team.
- Ensure all proposals include minimum required information, such as a Sanmina terms sheet.
- Maintain a high-efficiency workflow to meet key performance metrics, with a target of approximately two hours of active time per proposal.
Data Team Coordination:
- As part of a global team, coordinate PAW creation process actions.
- Manage file uploads from input folders and conduct file reviews for basic content and format prior to PAW creation.
- Identify, address, and resolve issues found in input files.
- Log and manage all steps of the PAW creation process.
- Manage basic data formatting updates and corrections.
- Manage the storage, revision control, and delivery notifications of PAW data files.
- Collaborate with QDT peers, Operations, Sales, and GQT colleagues to ensure the successful creation of a comprehensive PAW package.
- Contribute to process, tool, and team improvement processes.
Requirements
- Proven experience in a sales support, proposal coordination, data management, or administrative role requiring a high level of attention to detail.
- Exceptional writing, editing, and proofreading skills with a strong command of professional business communication.
- Meticulous data management skills, including file review, formatting, and revision control.
- Ability to learn and effectively operate new software and tools; comfortable working with AI-driven technology.
- Excellent organizational and time-management skills, with the ability to manage a high volume of concurrent projects and meet tight deadlines.
- Strong communication and interpersonal skills, with the ability to collaborate effectively with global, cross-functional teams (Sales, Operations, etc.).
- A proactive, can-do attitude with a commitment to producing high-quality work and improving processes.
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