Proposal Coordinator

GridSME's Vision

GridSME empowers the world's energy future by hiring the industry's best SMEs to solve the grid's most complex problems. Our company fosters an environment that enables industry experts to advance their careers and deliver valuable services to our clients. In doing so, we help our clients successfully adapt to the grid's evolution. We want to be the platform where our people can find the intersection between what they are passionate about, what they are good at, and what adds value to our clients and our company. We intend for you to participate and contribute to this core objective of the company.

Proposal Coordinator

We measure GridSME's success by the caliber of people on our team, the quality of work they produce, and the growth of our fan base over time. Our company fosters initiative, open and candid communication, ownership, and teamwork – all necessary for our team to achieve its objectives. You will be expected to drive teamwork and collaboration with the entire GridSME team. This position reports to Sara Rhodes, VP of Business Development and Account Management, but has responsibilities to all GridSME team members, managers, Directors, Practice Leads, and CEOs. GridSME is a growing company, and you may be asked to assist with other projects in addition to your regular job responsibilities.

JOB RESPONSIBILITIES

Proposal Coordinator:

- Attend kick-off calls and meetings with clients and practice leads, take notes, and log notes in the CRM system.

- Work with leadership to draft, review, edit, and finalize proposals using Adobe InDesign.

- Log proposal activities and maintain contact and account information in company's CRM.

- Track proposal success rate and metrics using the CRM software.

- Follow up with clients to obtain feedback on proposals and areas for improvement.

- Work with GridSME and GridSecurity team members to continuously improve the proposal process to ensure frictionless execution from start to finish.

- Update and maintain proposal templates in the Adobe Cloud Library.

- Assist in template and content reviews and edits on an annual basis.

- Transfer sales information to the accounting and project execution teams at the close of a sale.

- Maintain the contracts and proposals SharePoint folders and ensure files are named and saved appropriately.

Customer Relationship Management (CRM) Tool Maintenance:

- Maintain the company's CRM system by updating information, including changes to company and contact information, opportunity information, etc.

- Work with the VP of Account Management, other BD team members, and team leads to update deals weekly.

Other Administrative Duties As Required:

- Other tasks related to marketing, business development, and proposal coordination will inevitably come up that are not explicitly listed in this job description.

Overall Teamwork:

- Help us build and improve GridSME's culture by living out our Guiding Principles.

- Demonstrate flexibility in learning and growing into any of our current and future services depending on client and team needs.

- Work and collaborate with the entire GridSME team. We focus on each other's success.

Challenge the Status Quo:

- Continuously work on areas of the company in need of focus and improvement.

- Assist the Leadership Team with our strategic direction and always offer input and feedback.

DESIRED TECHNICAL SKILLS AND EXPERIENCE

- 2+ years of proposal preparation, project coordination experience, and/or executive assistant preferred.

- Experience with Adobe Creative Suite (InDesign and Photoshop) and Monday.com is preferred.

- Experience with Monday.com or a similar CRM platform is preferred.

- Ability to handle multiple priorities and meet moving deadlines.

- Computer-literate and can easily navigate general software/programs.

- Proficient in Microsoft Office Suite/O365.Strong leadership, people, and problem-solving skills.

DESIRED BUSINESS SKILLS

- Attention to detail oriented.

- Strong time management and problem-solving skills.

- Upholds and performs duties with honesty and integrity.

- Practices clear and frequent communication.

- Treats all team members, clients, potential clients, and others with respect and kindness.

- Critical thinking and prioritization of resources to provide the most value to our people and clients.

- Ability to adapt to a changing environment and make timely decisions.

- Ability to bring professionalism and a cool head to tense, emotionally charged situations.

- Work collaboratively within a team environment.

WORK SAMPLE REQUIRED WHEN SUBMITTING APPLICATION

- As part of your application, please download and complete the attached Word document.

- When submitting your application through this online posting, be sure to upload the completed work sample along with your resume.

- Applications submitted without the completed work sample will not be considered.

COMPENSATION

The base salary range for this position is $70,000-$90,000 per year. Depending on experience.

PAYROLL SCHEDULE

Pay is on the 7

th

 (for the 16

th

 to the end of the month) and the 22

nd

 (for the 1

st

 to the 15

th

) of each month. In addition to recurring payroll, a third monthly paycheck is earned via our Monthly Profit-Sharing Bonus Plan at the end of each month.

GRIDSME PROFIT SHARING BONUS PLAN

In this position, your base salary will be augmented by GridSME’s Profit-Sharing Bonus Program, which is a Monthly Cash Profit-Sharing Bonus (the “third monthly owners’ dividend check”). As a full-time employee, you will fully participate in GridSME's Profit-Sharing Bonus Plan after a 90-day waiting period for new hires. Our Profit-Sharing Plan is our incentive compensation system. For more information, see Appendix 1_GridSME Profit-Sharing Bonus Plan and the Evolution and Hidden Virtues document, which explains the history and principles built into our Profit-Sharing Plan.

401K PLAN AND COMPANY MATCH

GridSME offers a 401(k) retirement savings program. GridSME will match all employee 401(k) contributions up to 6% of your gross cash compensation (salary and bonuses). Employee and employer contributions begin on the first calendar day of the employee's second calendar month of service. Employer 401(k) match contributions vest immediately. For example, if the employee starts on June 15th, the employee will be eligible to participate in the 401k program and receive a company match effective the payroll period beginning August 1st.

HEALTH, DENTAL, VISION, AND LIFE INSURANCE BENEFITS

GridSME offers a group medical, dental, vision, and life insurance plan that you and your family are eligible to join. GridSME will pay 75% of the cost of the base medical and dental plan premiums and 100% of the base vision plan premium for you and your family. GridSME will only pay its share of the premiums for the healthcare plan that GridSME provides as the designated base plan for your area. You are eligible for health benefits on the first day of the first calendar month after your start date. GridSME has a tenure-based contribution scale that increases by 5% each full year of service, as of January 1

st

 of the benefits calendar year, up to 95% of the base medical and dental plan premiums being paid by GridSME. For example, if you start on June 15

th

, your health benefits will begin on July 1

st

. Also, if you start on June 15

th

, 2024, your employer contribution will increase to 80% of the base medical and dental plan on January 1, 2026. GridSME also offers a $75,000 Supplemental Life Insurance policy for all full-time employees with premiums covered 100% by GridSME. GridSME also offers employees the opportunity to participate in a 

Flexible Spending Account (FSA

)

 and a 

Dependent Care Flexible Spending Account

 as part of our employee benefits package. In addition, if you are on a high-deductible plan, which is our base medical insurance plan, you will also have the opportunity to participate in a 

Health Savings Account (HSA)

. FSA and HSA plans allow employees to set aside money pre-tax to pay for certain healthcare and dependent daycare expenses.

PAID TIME OFF

This position accrues two (2) weeks (80 hrs.) of vacation per calendar year. This increases to three (3) weeks (120 hrs.) on your one-year anniversary date and four (4) weeks (160 hrs.) on your three-year anniversary date. In addition to vacation, this position accrues an additional five (5) days (40 hrs.) of Sick Pay per year, with the ability to roll and bank up to ten (10) days (80 hrs.) total.

ANNUAL HOLIDAYS

GridSME observes the following holidays for a total of 12 paid holidays:

1. New Year's Day

2. Martin Luther King, Jr.'s Birthday

3. President's Day

4. Memorial Day

5. Independence Day

6. Juneteenth

7. Labor Day

8. Columbus Day / Indigenous Peoples' Day

9. Veterans Day

10. Thanksgiving Day

11. Day after Thanksgiving

12. Christmas Day

13. …plus, your birthday is always a day off – whether on a weekday, holiday, or weekend, you should not have to work on your birthday (

your birthday off cannot be rolled or banked

)

FLEXIBLE WORK LOCATION

This is a hybrid role with a flexible work location. You are welcome to work from your home office or GridSME’s Folsom office, depending on your needs and preference. Periodic travel may be requested for client site visits, internal/external meetings at our Folsom office or other locations, trainings, industry events, and other business functions.

FLEXIBLE WORK SCHEDULE

This position has the flexibility to work a standard schedule or an alternative 9/80 schedule. A 9/80 work schedule is a compressed work schedule consisting of eight 9-hour days, one 8-hour day, and one day off each two-week period. This alternative schedule provides our employees with an additional 26 days off per year, built into their schedule to help them unplug and maintain a healthy work-life balance. Simply put, an employee can have every other Friday off on a 9/80 schedule.