Sales & Proposal Specialist

Summary

The Sales & Proposal Specialist is primarily responsible for assisting the Sales Team in the development of Request for Proposal (RFP) responses, sales/marketing materials, and sales tracking reports. This position also supports the Sales Team by tracking, investigating, and reporting accurate sales information and provides critical support services in order to ensure effective and efficient operations.

Responsibilities

In this position you will work in coordination with multiple teams and departments, including but not limited to the various Sales divisions, Marketing, and Safety, and your major responsibilities in this role include:

• Manage qualification, proposal, and presentation activities, ensuring deadlines are met
• Create and update employee resumes, project descriptions, boilerplate, and other proposal items as needed
• Prepare graphics and visuals for proposals as needed (i.e. organizational charts, experience matrices, employee photos, etc.
• Write, compose, and edit qualification-based and technical written material
• Maintain timely and accurate record keeping and order entry for the sales team
• Work with technical staff and Marketing department to develop proposal sections and scopes of work
• Collaborate with the Marketing and Sales team to update proposal templates
• Develop sales materials such as interview presentations, leave-behinds, and presentation boards through researching, writing, and editing
• Manage large amounts of information for the proposal team, including photography, external sub consultant data, and marketing collateral
• General word processing support to include letters, proposals, spreadsheets, etc.
• Download and print files from Builders Exchange and other industry websites
• Manage sales document storage files on shared database (collateral document uploads, etc.)
• Identify gaps in processes and work creatively and timely to resolve
• Attend and help team members prepare for various client events as needed
• Assist Sales Team with document formatting, presentations and event coordination to include regularly scheduled department meetings
• Complete assigned projects and tasks efficiently, professionally, and on schedule
• Perform as a vital, trustworthy, and cooperative member of the Sales team
• Seek-out and attend training opportunities that build technical and industry-related competencies in the Mechanical Construction business
• Review and code weekly credit card transactions for assigned coding group
• Other duties as assigned

Education & Experience

• Two to five years of experience in the Architectural, Engineering, and Construction industry preferred
• Two to five years of proposal/marketing coordinator experience preferred
• Excellent written, verbal, and interpersonal communication skills
• Advanced proficiency in Microsoft Office: Word, Excel, Outlook, and PowerPoint required (proficiency tests may be administered).  General knowledge of Sharepoint preferred.
• Proficient user of Adobe InDesign and Adobe Acrobat preferred (Photoshop and Illustrator experience a plus)
• Ability to deliver under deadlines with a high level of accuracy
• Must be organized and detail-oriented
• Excellent prioritization, time management, and multi-tasking skills
• Able to work well independently and as part of a team
• Competence to build and effectively manage interpersonal relationships at all levels of the company
• Proven leadership and problem-solving skills

Physical Demands

• Able to participate in job walk-throughs which include climbing ladders, squatting and other similar physical demands in a wide variety of weather conditions.
• Also includes sitting, standing and bending and repetitive motions of hands and wrists due to frequent computer use. 
• Able to see and hear well (either naturally or with correction) and speak clearly.
• Must be capable of working extended hour days when job/business needs demand

Additional Information

• Type: Full-Time
• Experience: Experienced
• Compensation: Hourly plus company benefits

PSF Mechanical, Inc. is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

All qualified applicants should send their resume to [email protected] for consideration.  For questions related to this posting, please call our office at (206) 764-9663.