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  • Proposal Coordinator

    Robert Half Office Team (San Antonio, TX)



    Apply Now

    Description We are looking for a detail-oriented and organized Proposal Coordinator to join our team in San Antonio, Texas. This Contract-to-continuing position focuses on creating accurate and compelling proposals to support National Sales efforts, ensuring deliverables align with client requests. The successful candidate will thrive in a fast-paced environment, providing exceptional customer service while managing proposal documentation and processes.

    Responsibilities:

    • Collaborate with Campaign Strategists to understand proposal requirements and align deliverables with client needs.

    • Utilize tools such as Excel, PowerPoint, and mapping software to compile accurate and visually appealing proposal documents.

    • Ensure all deliverables are completed within specified timelines while maintaining high standards of accuracy and quality.

    • Adhere to internal Service Level Agreements by prioritizing tasks and responding promptly to requests.

    • Prepare and analyze proposal data using advanced Excel functions, including V-lookups and pivot tables.

    • Maintain and organize proposal documentation using Salesforce and other tracking protocols to ensure data integrity.

    • Work closely with team members to support proposal development and ensure seamless workflow.

    • Communicate effectively with internal clients, providing updates and addressing inquiries related to proposals.

    • Continuously evaluate and improve proposal processes to enhance efficiency and client satisfaction. Requirements

    • High school diploma or equivalent, with 3-4 years of experience in customer service or a similar role.

    • Proficiency in Microsoft Excel, including advanced functions like V-lookups, pivot tables, and formula creation.

    • Strong skills in PowerPoint for creating and editing presentations.

    • Experience with CRM systems such as Salesforce for managing workflows and documentation.

    • Ability to analyze data and apply insights to meet client requirements.

    • Exceptional organizational skills, with the ability to multitask and prioritize work effectively.

    • Excellent verbal and written communication skills, with attention to detail and clarity.

    • Flexibility to work varying schedules as needed in a dynamic team environment.

    Competencies

    • Technical Expertise & Business Acumen: Converts data into accurate information that helps Sales drive decision making; Asks effective questions to assess the details of a problem.

    • Project Management: Sets high standards for product or service quality; Works effectively across functions, and departments; Focuses on internal client needs and satisfaction.

    • Action Orientation: Operates at a rapid pace; Maintains poise and composure in times of stress; Works at a high level of efficiency for long periods of time; Manages multiple assignments and projects at the same time.

    • Self-Management: Attends to detail without being rigid; Is thorough and complete with task assignments; Focuses on most important items first

    TalentMatch®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

     


    Apply Now



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    Robert Half Office Team (San Antonio, TX)
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