Sales & Growth Operations

Proposal Coordinator (Remote)

Remote
Work Type: Full Time
About Company:
Casepoint provides full eDiscovery capabilities through a powerful, secure, cloud-based platform. We are repeatedly chosen by leading law firms and multinational corporations for their largest matters. On an upward trajectory for almost a decade, Casepoint is looking to expand its team globally. Team cooperation, “work hard, play hard” attitude, open communication, and kindness mark Casepoint’s culture.

Job Description:
Casepoint is expanding our Go-to-Market team with the addition of a talented Proposal Coordinator/Proposal Content Librarian, who will work closely with our Sales team and cross-functional stakeholders to develop and deliver world-class proposals to Government agencies and large corporations.   


This role reports to the Director of Proposals and requires creative thinkers with excellent problem-solving and interpersonal skills. The Proposal Coordinator is responsible for supporting the proposal development lifecycle for assigned proposals. This includes supporting the following proposal activities: drafting proposal outlines, creating or gathering content, working with the appropriate reviewers to finalize the draft, and creating and submitting the final proposal package. In addition, the Proposal Coordinator will be responsible for ensuring our content library is up-to-date.


Job Responsibilities:
  • Proposal Coordination: Assist with proposal timelines and schedules, ensuring all deadlines are met.
  • Content Support and Formatting:
    • Assist with assembling proposal content from various contributors.
    • Format documents according to RFP requirements and company branding guidelines.
  • Communication and Quality Checks:
    • Support Proposal Manager and Specialist by coordinating reviews and approvals.
    • Review RFPs to extract key requirements and ensure compliance.
    • Support final quality assurance before submission.
  • Submission and Post-Submission Activities:
    • Ensure all submission guidelines are followed precisely and assist in preparing final proposal package for submission.
    • Archive submitted proposals and maintain records for future reference.
  • Content Management and Organization
    • Maintain a centralized repository of reusable proposal content (e.g., past responses, past performance, graphics, case studies).
    • Tag and categorize content for easy retrieval (e.g., by solution area, industry, customer type, compliance requirements).
    • Ensure version control and proper archiving of outdated materials.
  • Content Lifecycle and Updates
    • Administer content management systems (CMS) or proposal automation tools
    • Train team members on content search, retrieval, and contribution processes.
    • Schedule regular reviews of content to ensure relevance and accuracy.
    • Track usage metrics to identify high-performing content and gaps.
  • Other proposal duties as assigned

Candidate Requirements:
  • Bachelor’s degree or equivalent experience (any field)
  • Minimum of 3 years of experience with content management, document control, proposal coordination, formatting, final submission support
  • At least one year of direct proposal experience
  • Experience with proposal software/content management (strongly preferred)
  • Knowledge of RFP lifecycle management
  • Excellent people skills - able to work with teams of varying sizes, technical abilities, and levels of authority with both internal corporate staff and teammates
  • Detail-oriented with excellent time management skills and ability to prioritize
  • Excellent multi-tasking abilities – able to handle multiple projects simultaneously
  • Expert proficiency with Microsoft Word and SharePoint is required. Strong understanding of Adobe Acrobat and Microsoft Excel, Outlook, OneNote, and PowerPoint is highly preferred. Understanding of Microsoft Visio and Project is desired.
Compensation & culture:
Excellent culture produces an excellent product. We value our team members, so we provide a nurturing environment of camaraderie. We recognize talent with competitive compensation and career empowerment.

Location: Surat, India [Remote Preferred] 

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