Custom Learning Designs (CLD, LLC) ยท 6 days ago
Sales Operations Coordinator
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $70K/yrCustom Learning Designs (CLD, LLC) is seeking a Sales Operations Coordinator to support proposal development and pricing for large launch initiatives and maintenance contracts. This role involves collaborating with various teams to ensure timely and accurate responses to client and business opportunities, while also participating in lead generation and marketing campaigns.
Corporate TrainingEdTechEducationTraining
Hiring Manager
Nicole Wesseling
Responsibilities
Partners with Sales and cross-functional teams to develop and deliver pricing packages, proposals, and Statements of Work (SOWs) for new business, renewals, and project-based engagements
Coordinates with writing, project management, and resource planning teams to gather inputs, assemble the right expertise, and maintain project schedules (via the ops tracker/CRM) for proposal and presentation development
Supports proposal development by coordinating team meetings, managing timelines, monitoring and sharing progress towards milestones/due dates, and participating in strategy meetings to align goals, scope and deliverables
Track and organize proposal activity, ensuring consistency, compliance, and accuracy in all client-facing materials
Conducts initial review of RFPs/RFIs and partners with sales to create a project plan for proposal development and submission
Obtains and develops supporting materials and documentation required by RFP/RFI/Statement of Work
Maintain RFP (Requests for Proposal) and presentation content library by compiling applicable internal assets and creatively sourcing others
Ensure all proposals are appropriately designed, formatted, proofed, and edited prior to delivery to the client or prospect
Actively participate in lead generation, marketing campaigns, and help to maintain the related databases (I.e., CRM and client) critical to these efforts
Participate in professional learning opportunities to develop knowledge, skills, and abilities
Confidently propose new and more efficient processes for completing the above requirements
Qualification
Required
Mastery of business tools; ability to quickly adapt to new tools or software [high-level proficiency with Microsoft Word, PowerPoint, and Excel; proficiency with or ability to quickly learn new platforms
Microsoft Word - ability to format documents with styles, insert images and tables, and update templates
Microsoft Excel - ability to use formulas/functions: sum, subtract, multiply, and apply discounts and cell formatting
Microsoft PowerPoint - must be able to design and edit slides, modify colors and backgrounds, insert media and images as well as alter slide animations and timing
Ability to synthesize RFPs, plan and organize workplans/timelines, problem solve, think creatively, and apply new technologies
Proven ability to work in project teams
Must be highly organized and prioritize tasks efficiently
Ability to achieve results, sometimes under tight deadlines
Flexibility to work on a single project for an extended period, or many projects for short periods of time
Strong attention to detail (proofreading, grammar, consistency)
Preferred
Past CRM experience a plus (I.e., HubSpot or equivalents)
Experience writing or copy-editing a plus
Company
Custom Learning Designs (CLD, LLC)
We believe a single conversation can transform a life. As a life science trainer, your job is to prepare your sales teams to seize this crucial moment.
Founded in 1979
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Donna Kilcoyne
President, CEO
Company data provided by crunchbase