Proposal Coordinator

Role and Responsibilities

This Proposal Coordinator provides sales and proposal administrative support for our Proposal Strategist as well as administrative support for the Liviniti Sales Team. This essential position requires a self-starter who will assist in the initial receipt, internal documentation and provision of inquiries (when necessary) to the Proposal Strategist in order to facilitate a complete response to the requestors. The Proposal Coordinator assists in formatting responses into a professional template for client delivery within a specified timeframe. This position supports new organizational sales including the coordination of requested analyses and proposal (RFP) responses for prospect delivery. The Proposal Coordinator will work with the Sales/Proposal team in supporting updates to the Proposal Library of approved responses.

• Maintaining and loading new prospects in our system. Also maintains relevant information in the platform including pertinent meetings, forecast category, revenue projections, etc.
• Coordinate proposal reviews, ensuring compliance with solicitation requirements.
• Support and maintain a proposal library/database.
• Support and maintain inventory of all opportunities – past, present, and future.
• Receiving and logging new requests into the dashboard.
• Supports the buildout of a question/answer database.
• Assistance completing the more basic proposals.
• Establishes, develops, maintains and updates electronic document management systems, and assists in the retrieval of information from files when needed.
• Organizes and prioritizes large volumes of information and calls.
• Works independently and within a team on special nonrecurring and ongoing projects.
• Flexibility to understand, appreciate and embrace that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
• Abide by all obligations under HIPAA related to Protected Health Information (PHI).
• If a HIPAA violation is discovered, whether individually or by another, you must report the violation to the Compliance Officer and/or Human Resources.
• Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company.
• Flexibility to understand, appreciate and embrace that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

What We Have to Offer

Our benefits package is designed to keep our employees happy and healthy - physically, mentally and financially.

• Medical, Dental, Vision insurance
• Disability and Life insurance
• Employee Assistance Program
• Remote work options
• Generous Paid-Time Off
• Annual Reviews and Development Plans
• Retirement Plan with company match immediately 100% vested

Required Skills and Competencies

• Knowledge of Microsoft Office tools, especially Outlook, Word, Excel and PowerPoint.
• Working knowledge of current office technologies such document scanning, delivery and online storage.
• Familiarity with basic office communication technologies, including desk and mobile phones as well as Wi-Fi connectivity.
• Demonstrated ability to execute multiple projects simultaneously.
• Constant attention to detail, including grammar, spelling, numeric accuracy and maintaining a professional office environment.
• Ability to work independently and make logical business decisions given general guidance.
• Ability to consolidate ideas and collaborate with cross-functional working groups.
• Ability to communicate at all management levels within an organization, including internal Southern Scripts, customers, vendors and business partners.
• Ability to maintain a pleasant demeanor for all office visitors.
• Interest and ability to constantly learn and apply new ideas to the operation of the office and the organization.

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Position Type and Expected Hours of Work

• Full-time/Salaried/Exempt.
• Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:00AM to 5:00PM CT. We cover clients from West to East Coast, work times must be adjusted to cover meetings in all time zones. Ability to work extended hours, weekends and holidays pursuant with industry demands

Travel

This position requires minimal travel from the Natchitoches, LA area.

Required Education and Experience

• High school diploma with general college course experience.
• One year of administrative support, marketing or office management experience.

Preferred Education and Experience

• Bachelor’s degree in marketing, business or similar field.
• Two years of administrative support, marketing or office management experience.

Liviniti, LLC and all entities provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Liviniti complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Liviniti expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Liviniti employees to perform their job duties may result in discipline up to and including discharge. EOE M/F/V/D