In many sales organizations, a proposal coordinator is a crucial position. Collecting data from various contributors across multiple departments or functional areas, formatting proposals according to submission requirements, tracking deadlines, and monitoring the status of submitted proposals are just a few of the responsibilities. In a large company, a proposal coordinator may be dedicated to the job, while in a smaller company, they may have additional responsibilities. The coordinator is frequently a member of the sales team, but they may also work in marketing or business development.
Proposals are required any company that sells something, whether it is a product or a service. This could be in response to a pricing request or simply a proactive effort to gain business. Some proposals are straightforward, with only the most basic details such as a list of deliverables, terms, and pricing. Other proposals, particularly those for large, complex jobs, are lengthy and necessitate the gathering of a large amount of data.
Each proposal must be developed before it can be presented to the customer, regardless of its level of complexity. A proposal coordinator can help with this. His job is to go over each proposal’s requirements and create a document that meets all of them.
Assembling pricing is one of the primary responsibilities of a proposal coordinator. This could include figuring out product and service pricing, taxes, and shipping costs, among other things. In most cases, the coordinator is responsible for obtaining pricing information from the appropriate party or parties and incorporating it into the proposal, rather than generating pricing or determining markups.
Other types of data must be included in some proposals as well. For example, when responding to a bid request, a proposal must include all of the information specified in the request. This can include credit ratings, subcontractor information, and references. Supporting documentation, such as proof of insurance, may also be required as part of the bid response. For the development of the bid response document, the proposal coordinator will be responsible for gathering all required data from areas such as accounting, risk management, operations, and purchasing.
In many cases, a proposal coordinator is in charge of keeping track of a proposal’s timeline. Reminding contributors when information is due and following up when information is not received are examples of this. It also entails making sure proposals are delivered on time. Some proposal coordinators also keep track of submitted proposals and record which ones are accepted and which are rejected.