Proposal Operations Coordinator (Part-Time | Remote)

Payroll, HR & Benefits Consulting We’re a consulting firm that helps companies compare payroll, HR, and benefits platforms and make informed decisions. Behind every client decision is a proposal that has to be accurate, organized, and ready on time. We’re looking for someone who enjoys owning the middle of the process — gathering inputs, keeping details straight, and making sure proposals move forward without confusion or rework. This is not a sales role. It’s an execution and coordination role that supports sales. What You’ll Actually Do On a typical week, you’ll be: Collecting payroll, census, and benefits data from clients and internal teams Reviewing information to make sure it’s complete, consistent, and usable Tracking multiple active proposals at different stages Coordinating with internal and external partners to assemble proposal documents Updating spreadsheets, pricing summaries, and comparison tables Catching issues early and flagging what needs clarification Keeping notes, next steps, and follow-ups organized so nothing slips Jumping in to clean up or rebuild proposal materials when timelines are tight You’ll interact with: clients sales leadership and remote team members —but you will not be responsible for selling, pitching, or closing. What This Role Is (and Is Not) This role IS: Detail-driven Process-oriented Deadline-focused A mix of coordination + hands-on work This role is NOT: A quota-carrying sales position A strategy or consulting role A “set your own pace” freelance gig You’ll have ownership — and accountability — for keeping proposal work accurate and moving. What We’re Looking For You don’t need industry-specific experience to apply. You do need to be: Comfortable working in Excel or Google Sheets Organized and reliable with follow-through Confident communicating with professionals Able to manage multiple tasks without losing details Calm when deadlines overlap If you’re the kind of person who likes turning scattered inputs into something clean and usable, you’ll do well here. Helpful (But Not Required) Background Proposal coordination or sales operations Pricing, finance, or operations support Payroll, benefits, insurance, or HR platforms Professional services or consulting environments Time & Availability Part-time (approximately 20 hours/week) Some availability during U.S. business hours is required How We Measure Success Accuracy of work Responsiveness Ability to keep proposals moving smoothly Trust earned with the team How to Apply Please include a brief note describing: Your experience working with structured data, pricing, or operational workflows How you stay organized when managing multiple tasks or deadlines Apply tot his job