Sales & Proposals Assistant

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in 92660, Newport Beach, CA, USA
In-Office or Remote
25-30 Hourly
Junior
Information Technology • Professional Services • Security • Consulting • Design
The Role
Supports the sales and business development teams by researching RFP and RFQ opportunities, interpreting requirements, preparing and tracking proposals, coordinating cross-functional workflows, maintaining CRM and contract records, monitoring submission deadlines, and supporting CRM setup for awarded projects. The role emphasizes document accuracy, process management, confidentiality, communication, and managing multiple assignments in a remote professional-services environment.
Summary Generated by Built In

Exante360, Inc., is looking for a Sales and Proposals Assistant that wants to join us on our bold initiative of “improving lives through relationships, by connecting people to solutions.”

Role

We are seeking a Sales and Proposals Assistant to support our Business Development/Sales team in managing the Proposals and Add Service Requests (ASRs – also known as Change Orders) process. This is not a traditional sales position; instead, it focuses on document preparation, process tracking, and cross-team coordination.

The ideal candidate will be a detail-oriented problem-solver who thrives in an organized, fast-paced environment. You will work closely with Project Managers, Consultants, and the Director of Business Development to ensure accurate, efficient, and timely completion of proposal-related deliverables.

What You’ll Do

  • Assist with research of RFP/RFQ and bid opportunities
  • Read and interpret RFP/RFQ proposal requirements
  • Prepare, track, and manage proposals through CRM systems and internal workflows
  • Coordinate with Project Managers, Consultants, Marketing, and Sales leadership to keep proposal processes on schedule
  • Draft and update proposal documents using past examples and project-specific scope information
  • Maintain accurate client, opportunity, and contract records within CRM and project folders
  • Monitor deadlines, guide workflows, and ensure submissions are complete and accurate
  • Support CRM setup and process improvements for awarded projects

What We’re Looking For

  • Must have strong ethics and the ability to handle confidential information and sensitive material with discretion.
  • Excellent written and verbal interpersonal communication skills.
  • Ability to work in a fast-paced, dynamic, and collaborative environment.
  • Must be able to handle multiple concurrent assignments.
  • Creative thinker with an eye for detail.
  • Sense of customer service, excellence, responsibility, and versatility.

Education/Experience Requirements

  • 2-5 years of experience in the professional services industry in Sales or Marketing.
  • Experience with consulting or professional services firms, focused on proposal documentation.
  • Proficiency with Microsoft 365 related tools.
  • Experience with customer relationship management (CRM) databases and other software tools a plus.
  • Experience in the AEC industry is preferred.
  • Bachelor’s degree in a related field preferred.
  • Familiarity with Adobe Creative Suite, specifically InDesign is preferred.

What We Offer

We believe that the culture of the company, work environment, and job responsibilities present a unique working atmosphere in which you will thrive. We trust people to own their work, make smart decisions, and use the freedom they’re given to deliver exceptional results. We uphold superior customer service, strive for excellence, embrace versatility, and take responsibility in everything we do. Join a growing team that’s shaping an exciting, fast-evolving industry and pushing the boundaries of what’s possible!

We’re proud to offer an experience that not only makes work more enjoyable, but also empowers you to grow, stay energized, and feel supported every step of the way.

  • Remote work environment built on intentional connection
  • Professional growth through prioritizing your continued education goals
  • Robust benefit package to support wellness and work life balance

Who We Are

Exante360, Inc. is an industry leading technology design and consulting company that specializes in Information and Communications Technology (ICT) and Security systems, also called low-voltage systems. Guided by our Core Values, our certified design professionals provide design and specification of telecommunications and data network cabling infrastructure, wireless (Wi-Fi, DAS, ERCES), electronic security systems (access control, video surveillance, intrusion detection, security communications), audiovisual systems, nurse call and other clinical communications systems, fire alarm, and more. Since our founding in 2013, our company has successfully completed thousands of technology design projects in various market sectors including healthcare, education, data centers, critical infrastructure, corporate, government, biotech, and transportation. Our services include project management and construction administration to ensure that our projects effectively produce Intended Results.

Job Type: Full-time, non-exempt

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Vision insurance
  • Long Term Disability Insurance

Work Location: Remote

Skills Required

  • Strong ethics and ability to handle confidential and sensitive information discreetly
  • Excellent written and verbal interpersonal communication skills
  • Ability to work in a fast-paced, dynamic, collaborative environment
  • Ability to handle multiple concurrent assignments
  • Attention to detail and creative problem-solving ability
  • 2-5 years of experience in professional services Sales or Marketing
  • Experience with consulting or professional services firms focused on proposal documentation
  • Proficiency with Microsoft 365 tools
  • Experience with CRM databases and other software tools
  • Experience in the AEC industry
  • Bachelor's degree in a related field
  • Familiarity with Adobe Creative Suite, specifically InDesign
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The Company
HQ: Newport Beach, CA
45 Employees
Year Founded: 2013

What We Do

Exante360 is an industry-leading technology consulting and design firm specializing in Information and Communications Technology (ICT) solutions, with expertise in telecommunications, wireless, and security for various sectors.

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