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National Account Proposal Associate
CVS Health. Support the end-to-end sales process from quote request through case installation and post-sale support .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the end-to-end sales process, including opportunity management and post-sale support, while maintaining accuracy in Salesforce. Strong organizational and analytical skills are essential for adapting to changing business needs and delivering exceptional service to various stakeholders.
Highest-signal resume keywords
Sales Support ExperienceSalesforce Application ExperienceProject Management ExperienceOrganizational SkillsAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Process ManagementOpportunity ManagementQuoting Issue ResolutionProposal SubmissionData Accuracy
Soft Skills
Problem-Solving SkillsAttention to DetailRelationship BuildingAdaptabilityProfessionalism
Tools & Technologies
SalesforceMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook
Industry Keywords
Sales Support ProcessesCase InstallationUnderwritingAccount ManagementCommissions
About the role
Key responsibilities & impact- Support the end-to-end sales process from quote request through case installation and post-sale support
- Manage opportunity records and maintain accurate sales data within Salesforce
- Assist sales representatives with updating opportunity stages, win probabilities, comments, and case statuses
- Assist with Request for Proposal submissions and coordinate with Corporate Sales Support
- Research and resolve quoting issues, declined cases, underwriting concerns, and sales support escalations
- Serve as a subject matter expert for sales support processes and supporting systems
- Partner with Medical Sales Support, Underwriting, Implementation, Account Management, Commissions, Licensing and Appointment teams, and other business partners
- Build and maintain productive relationships across multiple functional areas
- Perform additional duties as assigned in support of business objectives
Requirements
What you’ll need- 2+ years in sales, sales support or project management experience
- Proficient with Microsoft, PowerPoint, Excel, and Outlook
- Strong organizational, analytical, and problem-solving skills
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Ability to deliver exceptional service to Sales, Brokers, Plan Sponsors, and internal business partners
- Accuracy, professionalism, and attention to detail
- Ability to adapt to changing business needs, priorities, and systems
- High School Diploma or GED or equivalent experience
- Salesforce application experience preferred
- Project Management experience preferred
Benefits
Comp & perks- CVS Health bonus, commission or short-term incentive program in addition to base pay
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off
- Retirement savings options
- Wellness programs
- Other resources supporting physical, emotional, and financial well-being