售前方案协调员 – IT解决方案
Pre-Sales Proposal Coordinator – IT Solutions
Franco Pinto 是一家 IT 解决方案和系统集成公司，为 businesses 提供基础设施、网络安全、云解决方案、数据中心、通信系统和专业的 IT 服务支持。
我们与组织合作，通过实用且结构良好的 IT 服务，提供可靠的科技解决方案，提高运营效率，并支持数字化转型。
职位目的
我们正在寻找一名售前方案协调员，通过准备技术及商业方案、协调 RFQ 和招标，确保客户需求被正确理解、定价、记录并按时提交，从而支持销售流程。
该职位的主要目标是帮助销售团队专注于客户沟通和成交，同时确保每份报价、方案和招标文件完整、准确且专业。
主要职责
1. 售前及技术方案支持
* 审阅客户请求、RFQ 和招标要求。
* 理解所需的 IT 解决方案并识别缺失或不明确的技术细节。
* 准备或协调技术方案、数据表、合规文件和支持材料。
* 回答基本的技术澄清问题，并与技术团队或供应商协调复杂问题。
* 在提交前确保所提出的解决方案符合客户需求。
2. 报价及商业方案准备
* 根据供应商价格和内部输入准备客户报价。
* 专业地格式化和整理商业方案。
* 在发送给销售前检查价格、产品型号、数量、条款和交付细节。
* 当所需产品或型号不可用或不合适时，提出替代方案。
3. RFQ、招标及提交协调
* 密切跟踪 RFQ 和招标的截止日期。
* 为每次提交创建清单，包括技术方案、商业报价、公司文件、表格、担保和所需附件。
* 跟进销售、供应链、技术团队、供应商、银行、保险公司或外部方以收集缺失的信息。
* 确保所有文件在提交截止日期前准备就绪。
4. CRM / Odoo 文档管理
* 在 CRM/Odoo 中更新机会记录，包括阶段、价值、截止日期、标签、备注和附件。
* 将报价、方案、数据表和提交文件附加到正确的机会中。
* 保持机会数据清晰并及时更新以便管理层使用。
查看英文原文
Franco Pinto is an IT solutions and systems integration company supporting businesses with infrastructure, cybersecurity, cloud solutions, data centers, communication systems, and professional IT services.
We work with organizations to deliver reliable technology solutions, improve operational efficiency, and support digital transformation through practical, well-structured IT services.
Role Purpose
We are looking for a Pre-Sales Proposal Coordinator to support the sales process by preparing technical and commercial proposals, coordinating RFQs and tenders, and ensuring customer requirements are properly understood, priced, documented, and submitted on time.
The main goal of this role is to help the sales team focus on customer communication and closing deals, while ensuring every quotation, proposal, and tender submission is complete, accurate, and professionally prepared.
Key Responsibilities
1. Pre-Sales & Technical Proposal Support
* Review customer requests, RFQs, and tender requirements.
* Understand the required IT solution and identify missing or unclear technical details.
* Prepare or coordinate technical proposals, datasheets, compliance documents, and supporting materials.
* Answer basic technical clarifications and coordinate complex questions with the technical team or suppliers.
* Ensure proposed solutions match customer requirements before submission.
2. Quotation & Commercial Proposal Preparation
* Prepare customer quotations based on supplier pricing and internal inputs.
* Format and organize commercial proposals professionally.
* Check pricing, product models, quantities, terms, and delivery details before sending to sales.
* Suggest alternatives when the requested product or model is unavailable or not suitable.
3. RFQ, Tender & Submission Coordination
* Track RFQ and tender deadlines closely.
* Create a checklist for each submission, including technical proposal, commercial offer, company documents, forms, guarantees, and required attachments.
* Follow up with sales, supply chain, technical team, suppliers, banks, insurance companies, or external parties to collect missing inputs.
* Ensure all documents are ready before the submission deadline.
4. CRM / Odoo Documentation
* Update opportunity records in CRM/Odoo, including stage, value, deadline, tags, notes, and attachments.
* Attach quotations, proposals, datasheets, and submission documents to the correct opportunity.
* Keep opportunity data clear and updated for management visibility.
Requirements
* 2–4 years of experience in pre-sales, technical proposals, tender preparation, sales support, or IT coordination.
* Good understanding of IT solutions such as hardware, networking, cybersecurity, servers, software licensing, cloud, or infrastructure.
* Ability to read customer requirements and translate them into clear proposal documents.
* Experience preparing technical and commercial proposals.
* Strong follow-up skills and ability to manage deadlines.
* Good English writing and communication skills.
* Experience with CRM or Odoo is preferred.
Ideal Candidate
* Organized, detail-oriented, and deadline-focused.
* Comfortable coordinating between sales, technical, procurement, and external suppliers.
* Able to understand technical requirements without needing to be a senior engineer.
* Can work independently and keep opportunities moving without waiting for constant direction.