Proposal Coordinator

  • by
Location
New York, NY
Candidate No.
1316661

About this Candidate

DAVRON CV: Candidate 1316661

CLIENT ONBOARDING & PROPOSAL COORDINATOR | A&E PROJECT WORKFLOWS & CRM

Core Expertise

  • Led client onboarding and implementation workflows for architecture and engineering projects to ensure smooth transitions.
  • Coordinated cross-functional teams (sales, finance, product, marketing) to standardize scalable client experiences.
  • Managed a team of three to exceed bi-weekly revenue targets of $1M through CRM-driven process improvements.
  • Prepared and presented executive-level proposals and quarterly revenue forecasts for internal decision-making.
  • Created onboarding documentation, templates, and SOPs to reduce repetitive tasks and improve consistency.

Project Background

  • Supported pursuit and delivery of small investigations and multi-building renovation projects across building restoration sectors.
  • Coordinated 10–15 smaller scopes and one–two larger renovations concurrently, balancing deadlines and resource allocation.
  • Partnered with finance to streamline billing data entry and reporting for improved project financial visibility.
  • Facilitated client meetings to resolve configuration questions, negotiate scope, and guide onboarding toward launch.
  • Implemented documentation and templates used across teams to accelerate proposal preparation and ensure consistency.

Key Skills

  • CRM & PM Tools: QuickBase | Ajera | Microsoft Office
  • Data & Analytics: SQL (MS, Oracle) | Python | R | SPSS | STATA | Tableau (familiar)
  • Proposal Coordination | Client Onboarding | Revenue Forecasting | Cross-functional Collaboration
  • Process Improvement: SOP creation | Workflow optimization | Internal system streamlining
  • Presentation & Communication: Client-facing presentations | Stakeholder updates | Executive reporting
  • Tools & Platforms: RStudio | Jupyter Notebook | Lucidchart | Basic HTML/CSS | C++ (familiar)

Education

  • B.A., Sociology; M.S., Applied Social Research (in progress) — Hunter College

Why Interview this Candidate?

Combines hands-on client onboarding and proposal coordination at an architecture and engineering firm with data-analysis skills to streamline processes and improve revenue visibility. Demonstrated ability to manage cross-functional teams, exceed bi-weekly targets, and create SOPs that standardize onboarding. Fluent Cantonese and conversational Mandarin enhance engagement with diverse client populations.

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