- Draft client proposals from company templates, checking scope, deliverables, timelines and investment amounts.
- Prepare SOWs from approved proposals and support MSAs from first draft through signature.
- Track client redlines and comments, keeping document versions clear and organized.
- Review dates, pricing, deliverables, names and formatting before documents are sent.
- Maintain an organized, up-to-date library of proposals and contracts.
- Build and polish proposal documents and decks in Google Slides or PowerPoint.
- Make last-minute formatting changes and updates accurately.
- Support occasional invoicing, vendor paperwork and client onboarding tasks.
- Update HubSpot and ClickUp as needed.
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