Proposal Coordinator

The Proposal Coordinator is responsible for executing on the vision we have defined for our customer’s journey from time of inquiry to order placement with CRx. The Proposal Coordinator is responsible for ensuring adherence to our estimation process, and for complying with the pre-sale’s documentation standards required to support our downstream development projects. The incumbent is responsible for ensuring day-to-day that estimates are created within our targeted service level timeframes and is instrumental in driving the required cross-functional internal collaboration needed to create each project estimate. In many situations, the Proposal Coordinator is working on multiple proposals simultaneously, so the ability to balance multiple simultaneous deadlines is critical.

• Generates, tracks, and communicates estimation activities to internal teams for new and existing customer requests.
• Handles, routes, and/or responds to follow-up queries about proposed estimates.
• Collaborates with CRx’s pricing team to ensure all details to produce an approved estimation have been received.
• Calendar management for meetings in support of the estimation process.
• Maintain. documents and files appropriately supporting the proposed estimates.
• Other duties as assigned
  • Reports development required by CRx Management Team.

• Bachelor’s Degree in business, marketing, accounting, or a relevant degree.
• 2-4 years of experience in a professional environment preferred
• Comfortable using computer business applications, including MS Office Suite with an emphasis on MS Excel and Outlook, Salesforce.com, and Jira   
• Understanding of a customer service environment
• Ability to communicate succinctly and efficiently with internal stakeholders
• Ability to prioritize workload to meet targets
• Self-motivated with the flexibility to adapt to changing priorities
• Ability to analyze information and situations to anticipate problems
• Capability to escalate as appropriate
• Communication (Oral & Written): Ability to listen actively and communicate key issues respectfully. Understand the need to share only relevant information. Ability to adapt to different audiences, ensuring that the message is clearly articulated.
• Service Orientation: Anticipates, finds, and addresses the needs of customers/clients; sometimes before those needs are voiced.  
• Technical Knowledge: Uses the technical knowledge and abilities required in the specialist and professional job function to carry out the desired outcomes.
• Accountable: Holds self and others accountable for measurable, high-quality, prompt, and cost-effective results.

Compensation & Benefits:  This position offers opportunities for a bonus (or commissions), with total compensation varying based on factors such as location, relevant skills, experience, and capabilities.   

Employees at ConnectiveRx can access comprehensive benefits, including medical, dental, vision, life, and disability insurance. The company regularly reviews and updates its health, welfare, and fringe benefit policies to ensure competitive offerings. Employees may also participate in the company’s 401(k) plan, with employer contributions where applicable.  

Time-Off & Holidays:  ConnectiveRx provides a flexible paid time off (PTO) policy for exempt employees, covering sick days, personal days, and vacations. PTO is pro-rated based on an employee's first year of service. Employees also receive eight standard company holidays and three floating holidays annually, with prorations applied in the first year.  

The company remains committed to providing competitive benefits and reserves the right to modify employee offerings, including PTO, STO, and holiday policies, in accordance with applicable laws and regulations.