Western Cape: Proposal & Sales Ops Coordinator posted by Optim-G Sourcing

Run the operational engine that enables speed and consistency; proposal intake gating, tracker management, HubSpot hygiene, and Fast Track proposal assembly so proposals move swiftly through review cycles and deadlines are reliably met.

Accountabilities: 

• Proposal Leadership
• Fast Track Proposal Production
• HubSpot Sales Ops Execution
• Success Metrics (KPIs)
  

• Proposal Operations Expertise

Strong understanding of proposal workflows, RFIs, RFPs, bid timelines, and internal review cycles.

• Fast Track Proposal Assembly

Ability to assemble proposals using approved templates, modules, annexures, and formatting standards.

• CRM & Sales Operations Knowledge

Strong command of HubSpot hygiene including required fields, stage discipline, next steps, close dates, and notes.

• Pipeline & Tracker Management

Proven ability to maintain real-time trackers with high accuracy and visibility.

• Reporting & Metrics Tracking

Ability to produce pipeline, workload, and performance reports aligned to KPIs.

• Communication & Stakeholder Engagement

Excellent verbal and written communication skills with the ability to engage confidently with clients, candidates, and internal stakeholders.

Qualifications: 

• Masters Degree in Communication/Marketing/Sales
• 3-5 years in proposal writing, proposal and sales operations, pre-sales (ideally in consulting SaaS or B2B services)
• Proposal or Project Mng certification – APMP preferred