Junior Proposal Coordinator
Cedar Financial · San Jose
Description du poste
About the role
A detail‑oriented Junior Proposal Coordinator supports the full proposal development process from initiation to submission. Working closely with senior proposal team members, this role ensures high‑quality responses to RFPs, RFIs and other client requests in a fast‑paced, compliance‑driven environment.
Key responsibilities
- Prepare, write, type, format and organize proposal documents using Word, Excel, Adobe and Nitro Pro.
- Track proposal deadlines, maintain schedules and report on progress.
- Review, edit and clean up written content for clarity, accuracy, consistency and compliance.
- Draft narrative sections, cover letters and standardized responses.
- Maintain proposal templates, content libraries and written materials.
- Communicate with team members and leadership to collect and verify information.
- Research prospective clients, competitors and industry trends using Google, LinkedIn and company websites.
- Ensure all submitted materials meet data privacy, confidentiality and industry compliance standards.
Required skills
- Microsoft Word
- Microsoft Excel
- Adobe Acrobat (or similar)
- Nitro Pro
- Research tools such as Google and LinkedIn
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Cedar Financial
San Jose