Jr Proposal Coordinator
Hace 1 día
San José, Costa Rica
Cedar Financial
Jornada completa
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About Role:
A detail-oriented and motivated Junior Proposal Coordinator supports the full proposal development process from initiation to submission. The Junior Proposal Coordinator works collaboratively with other Proposal team members and the senior proposal team to prepare, format, and deliver high‑quality responses to RFPs, RFIs, and other client requests. This role is hands-on, deadline‑driven, and requires someone who is organized, responsive, and willing to take full ownership of assigned tasks. The ideal candidate is tech‑savvy, skilled in research, and comfortable working in a fast‑paced, compliance‑driven environment. This individual is motivated, eager to learn, and consistently maintains a positive, team‑first attitude.
Key Responsibilities
• Prepare, write, type, format, and organize proposal documents and related materials using tools such as Word, Excel, Adobe, and Nitro Pro.
• Keep track of proposal deadlines and make sure everything stays on schedule.
• Review, edit, and clean up written proposal content to ensure clarity, accuracy, consistency, and compliance with all requirements.
• Draft and refine narrative sections, cover letters, and standardized responses as part of the proposal writing process.
• Organize and maintain proposal templates, files, content libraries, and written materials.
• Communicate clearly and professionally with team members and leadership to collect, verify, and confirm necessary information for written responses.
• Track proposal progress and help report on activity and results.
• Learn about current industry trends and customer needs to enhance proposal messaging and overall sales efforts.
• Be comfortable with computer-based writing and typing tasks, learning new software, and working with online systems and file‑sharing tools.
• Use research tools (Google, LinkedIn, company websites, etc.) to gather information on prospective clients, competitors, and industry trends.
• Ensure all written and submitted proposal materials adhere to data privacy, confidentiality, and compliance standards required in the collections and financial services industry.
Key Responsibilities
• Prepare, write, type, format, and organize proposal documents and related materials using tools such as Word, Excel, Adobe, and Nitro Pro.
• Keep track of proposal deadlines and make sure everything stays on schedule.
• Review, edit, and clean up written proposal content to ensure clarity, accuracy, consistency, and compliance with all requirements.
• Draft and refine narrative sections, cover letters, and standardized responses as part of the proposal writing process.
• Organize and maintain proposal templates, files, content libraries, and written materials.
• Communicate clearly and professionally with team members and leadership to collect, verify, and confirm necessary information for written responses.
• Track proposal progress and help report on activity and results.
• Learn about current industry trends and customer needs to enhance proposal messaging and overall sales efforts.
• Be comfortable with computer-based writing and typing tasks, learning new software, and working with online systems and file‑sharing tools.
• Use research tools (Google, LinkedIn, company websites, etc.) to gather information on prospective clients, competitors, and industry trends.
• Ensure all written and submitted proposal materials adhere to data privacy, confidentiality, and compliance standards required in the collections and financial services industry.