Revenue Operations Proposal Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee assigned RFPs, RFIs, follow-up questionnaires, BAFOs, and related proposal initiatives from inception to final submission.

• Create project timelines, schedules, assignments, and review deadlines.

• Organize response teams and cross-functional stakeholders to guarantee accurate and timely deliverables.

• Craft customized proposal content that aligns with prospect requirements, sales strategy, and EmpiRx Health’s value proposition.

• Review minimum requirements and identify business, contractual, security, operational, and content risks for escalation.

• Engage in or facilitate Strategy to Win and proposal strategy discussions.

• Compose, edit, and tailor proposal responses, including independently completing straightforward RFPs and questionnaires.

• Perform quality reviews for completeness, consistency, accuracy, grammar, formatting, and compliance.

• Produce and organize the final electronic or hard-copy proposal deliverables.

• Act as operational backup to the Sr Manager Proposal Operations.

• Assist with the Proposals Inbox by logging requests, coordinating assignments, tracking tasks, and monitoring deliverables.

• Track proposal pipeline activity in Salesforce and ensure accurate opportunity, milestone, and deliverable information.

• Monitor proposal activity, win/loss results, feedback, workload, and team metrics.

• Maintain proposal files, templates, attachments, supporting documentation, and reusable assets.

• Ensure Salesforce data quality while building or maintaining reports and dashboards.

• Analyze trends in proposal and go-to-market performance and respond to reporting and data requests.

• Maintain sales and proposal policies, procedures, and documentation.

• Provide finalist support, including coordinating content, presentations, supporting materials, and follow-up requests.

• Equip Sales with up-to-date proposal content, templates, resources, processes, and tools.

• Promote standardization and continuous enhancement of proposal workflows, templates, content libraries, and review procedures.

• Utilize Responsive/RFPIO or similar proposal automation software, Salesforce, Power BI, Microsoft Excel, and other Revenue Operations systems.

• Collaborate with Sales, Marketing, Finance, Legal, Clinical, Underwriting, Client Services, and Commercial teams.

• Document processes, participate in operational cadences and governance activities, and contribute to improvements in Revenue Operations technology.

• Perform other duties as assigned.

⛳️ Requirements

• Bachelor’s degree in business, communications, marketing, healthcare administration, or a related field preferred; a relevant combination of education and professional experience may be considered.

• 4+ years of experience in proposal management, RFP development, Revenue Operations, Sales Operations, business development, or a related area.

• 2+ years of experience in independently managing complex RFP or RFI projects from intake through submission.

• Experience in PBM, pharmacy benefits, healthcare, managed care, health insurance, or another complex regulated industry is highly desirable.

• Proven ability to coordinate multiple concurrent projects with strict internal and external deadlines.

• Experience working across departments with Sales, Underwriting, Clinical, Legal/Compliance, IT/Security, Client Services, Finance, or other subject matter experts preferred.

• Exceptional skills in writing, editing, proofreading, document production, and quality control.

• Strong project management, organizational, prioritization, and stakeholder coordination capabilities.

• Ability to independently manage proposals, identify and escalate risks, and provide operational coverage with minimal supervision.

• Capability to translate complex PBM, clinical, financial, operational, and technical information into clear, compelling proposal responses.

• Advanced proficiency in Microsoft Word.

• Working proficiency in Microsoft Excel and PowerPoint.

• Strong judgment, discretion, attention to detail, written and verbal communication skills, and ability to thrive in a fast-paced environment.

• Experience with Salesforce CRM is strongly preferred, including building or maintaining Salesforce reports and dashboards.

• Familiarity with Responsive/RFPIO, Loopio, Qvidian, or a similar proposal automation and content management platform is highly desirable.

• Experience with Power BI and Revenue Operations systems or integrations.

• Working knowledge of pharmacy networks, formulary management, specialty pharmacy, clinical programs, utilization management, pricing or underwriting concepts, and PBM operations.

🏝️ Benefits

• Paid Time Off

• 401(k) program

• Health Insurance including Dental & Vision coverage

• Student Loan Reimbursement

• Health Savings Account

• Employee Assistance Program

• Remote work arrangement

• Equal Opportunity Employer commitment and inclusive workplace