Proposal Specialist

To support our strategic goal of maximizing market coverage, we are expanding our Quote Data Team (QDT) to become a centralized Proposal Hub. We are seeking a detail-oriented Proposal Specialist to join this global team. This role is critical to our plan to formally engage with every sales opportunity , ensuring a consistent and professional brand experience. You will leverage a new, internal AI-powered engine to create a high volume of proposals, allowing you to focus on quality control, while also managing core data coordination tasks for the team.

Responsibilities

AI Proposal Generation

• Manage the intake of proposal requests from the sales team via a standard form.
• Utilize our internal AI tool (GEMs) to generate a full initial draft of each proposal.
• Coordinate with the salesperson to review the draft and gather feedback for revisions.
• Incorporate all feedback and redlines to deliver a final, polished, and brand-compliant proposal to the sales team.
• Ensure all proposals include minimum required information, such as a Sanmina terms sheet.
• Maintain a high-efficiency workflow to meet key performance metrics, with a target of approximately two hours of active time per proposal.

Data Team Coordination

Requirements

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