Client Engagement & Proposal Specialist

Our client seeks a dynamic Client Engagement & Proposal Specialist to join their Business Development team. In this role, you will craft tailored proposals, manage the HubSpot sales pipeline, support contracts, and design compelling sales materials, working closely with the CEO and CRO to foster client relationships and optimize workflows.

Location:

Fully Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities:

• Proposal Development: Craft persuasive proposals tailored to specific customer needs and preferences, addressing pain points and demonstrating value propositions.

• Contracts: Assist with drafting initial contracts, coordinating signatures via DocuSign, and submitting finalized agreements to the Operations Department.

• Sales Materials: Design professional, visually appealing sales materials (e.g., sales decks, proposals, creative materials) using Canva or similar tools, showcasing exceptional attention to detail.

• CRM Utilization & Process Improvement: Utilize HubSpot (CRM) to maintain accurate customer records, track sales activities, and analyze data for trends and improvement opportunities.

• Backend Coordination: Oversee coordination with in-house teams, ensuring smooth project execution and effective client communication.

• Outbound Sales Support: Support the Business Development team with prospecting, creative lead generation, and managing outbound sales agencies to ensure campaigns are effective and timely.

• Relationship Management Support: Assist in building and nurturing relationships with clients, collaborating closely with Production and Marketing teams post-sale for seamless customer experiences.

What Success Looks Like:

• Increased Revenue Growth: Tangible contribution to revenue growth through effective lead generation and strategic client engagement.

• High-Quality Proposals: Delivery of customized proposals that align with client needs and expectations.

• Impactful Sales Materials: Creation of visually engaging collateral that supports successful client pitches.

• Accurate CRM Tracking: Effective management of HubSpot data, leading to actionable insights and improved sales performance.

• Seamless Coordination: Efficient collaboration with internal teams to streamline sales processes and improve outcomes.

• Strong Client Relationships: Development of long-term client relationships that drive repeat business and referrals.

Qualifications:

• Experience:

  • Minimum 2+ years in a junior sales, account management, or business development support role.

  Core Skills:

  • Design Proficiency: Skilled in formatting, designing decks, and creating sales and proposal materials using tools like Canva.

  • CRM Knowledge: Familiarity with CRM systems (HubSpot is highly advantageous).

  • Google Suite: Proficiency in Google Calendar, Docs, and Slides.

  • Organizational Excellence: Strong organizational skills with extreme attention to detail.

  • Self-Motivation: Resourceful and self-directed, thriving in a fully remote environment.

  • Communication Skills: Fluent English (written and verbal) with strong presentation abilities.

Preferred Skills:

• Experience with e-signature tools like DocuSign.

• Familiarity with proposal software such as PandaDoc.

• AirTable knowledge is a bonus.

Join us in driving revenue growth for an innovative company dedicated to delivering exceptional services. This role offers an exciting opportunity to work closely with a talented Business Development team while contributing significantly to client success. If you are a proactive professional with a passion for sales coordination, we encourage you to apply.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets