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 associated proposal projects from initial intake to final submission.

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

• Organize response teams to guarantee precise and timely fulfillment of deliverables.

• Collaborate with Sales and subject matter experts to craft customized proposal content that aligns with prospect needs and sales strategies.

• Assess minimum requirements and pinpoint business, contractual, security, operational, and content risks for escalation.

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

• Compose, edit, and customize proposal responses, including independently managing non-complex RFPs and questionnaires.

• Conduct quality reviews to ensure completeness, consistency, accuracy, content flow, grammar, formatting, and compliance.

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

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

• Manage daily operations of the Proposals Inbox, including request logging, assignment coordination, task tracking, and deliverable monitoring.

• Track proposal pipeline activity in Salesforce and ensure accurate records of opportunities, projects, milestones, and deliverables.

• Monitor proposal activities, win/loss outcomes, feedback, workload, and team metrics.

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

• Ensure data quality in Salesforce and create or maintain reports and dashboards for proposal activity, pipeline health, sales performance, deadlines, outcomes, and metrics.

• Analyze trends in proposal and go-to-market performance and respond to ad hoc reporting and data inquiries.

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

• Provide support to Sales and Client Management teams during finalist presentations.

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

• Identify opportunities for improvement based on field feedback and data analysis.

• Standardize and continuously enhance proposal workflows, templates, content libraries, review procedures, and administrative processes.

• 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 the Revenue Operations technology stack.

• Engage in projects that improve content repositories, templates, integrations, reporting, and proposal or Revenue Operations assets.

• Perform additional duties as assigned.

⛳️ Requirements

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

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

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

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

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

• Experience working cross-functionally with Sales, Underwriting, Clinical, Legal/Compliance, IT/Security, Client Services, Finance, or other subject matter experts is preferred.

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

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

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

• Proficiency in translating complex PBM, clinical, financial, operational, and technical information into clear, persuasive proposal responses.

• Advanced skills in Microsoft Word.

• Working knowledge of Microsoft Excel and PowerPoint.

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

• Experience with Salesforce CRM is strongly preferred, including the ability to build or maintain Salesforce reports and dashboards.

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

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

• Basic understanding 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

• Commitment to Equal Opportunity Employer and an inclusive workplace