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Revenue Operations Proposal Specialist
EmpiRx Health. Manage assigned RFPs, RFIs, follow-up questionnaires, BAFOs, and related proposal projects from intake through final submission .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in proposal management and RFP development, with strong capabilities in project management, stakeholder coordination, and risk identification. Proficient in utilizing Salesforce and proposal automation tools to enhance proposal workflows and maintain data quality.
Highest-signal resume keywords
Proposal ManagementRFP DevelopmentSalesforce CRMProject ManagementProposal Automation Software
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposal WritingEditingDocument ProductionQuality ControlData AnalysisMicrosoft WordMicrosoft ExcelPower BIResponsive/RFPIOHealthcare Administration
Soft Skills
Attention to DetailCommunication SkillsOrganizational SkillsJudgmentDiscretion
Tools & Technologies
SalesforcePower BIMicrosoft ExcelMicrosoft PowerPointResponsive/RFPIO
Industry Keywords
Pharmacy Benefits ManagementManaged CareHealth InsuranceRegulated IndustryClinical Programs
About the role
Key responsibilities & impact- Manage assigned RFPs, RFIs, follow-up questionnaires, BAFOs, and related proposal projects from intake through final submission
- Develop project timelines, schedules, assignments, and review deadlines
- Coordinate response teams to ensure accurate and timely completion of deliverables
- Partner with Sales and subject matter experts to develop tailored proposal content aligned with prospect requirements and sales strategy
- Review minimum requirements and identify business, contractual, security, operational, and content risks for escalation
- Participate in or facilitate Strategy to Win and proposal strategy discussions
- Write, edit, and tailor proposal responses, including independently completing non-complex RFPs and questionnaires
- Conduct quality reviews for completeness, consistency, accuracy, content flow, grammar, formatting, and compliance
- Produce and organize final electronic or hard-copy proposal deliverables
- Serve as operational backup to the Sr Manager Proposal Operations
- Support daily management of the Proposals Inbox, including logging requests, coordinating assignments, tracking tasks, and monitoring deliverables
- Monitor proposal pipeline activity in Salesforce and maintain accurate opportunity, project, milestone, and deliverable information
- Track proposal activity, win/loss results, feedback, workload, and team metrics
- Maintain organized proposal files, templates, attachments, supporting documentation, and reusable assets
- Maintain Salesforce data quality and build or maintain reports and dashboards for proposal activity, pipeline health, sales performance, deadlines, outcomes, and metrics
- Analyze proposal and go-to-market performance trends and respond to ad hoc reporting and data requests
- Maintain sales and proposal policies, procedures, and documentation
- Provide finalist support to Sales and Client Management teams
- Equip Sales with current proposal content, templates, resources, processes, and tools
- Identify improvement opportunities using field feedback and data
- Standardize and continuously improve proposal workflows, templates, content libraries, review procedures, and administrative processes
- Use Responsive/RFPIO or comparable 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
- Participate in projects improving content repositories, templates, integrations, reporting, and proposal or Revenue Operations assets
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree in business, communications, marketing, healthcare administration, or a related field preferred; an equivalent combination of education and relevant professional experience may be considered
- 4+ years of experience in proposal management, RFP development, Revenue Operations, Sales Operations, business development, or a related field
- 2+ years of experience 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 strongly preferred
- Experience coordinating multiple concurrent projects with firm internal and external deadlines
- Experience working cross-functionally with Sales, Underwriting, Clinical, Legal/Compliance, IT/Security, Client Services, Finance, or other subject matter experts preferred
- Exceptional writing, editing, proofreading, document-production, and quality-control skills
- Strong project management, organizational, prioritization, and stakeholder coordination skills
- Ability to independently manage proposals, identify and escalate risks, and provide operational coverage with limited supervision
- Ability to translate complex PBM, clinical, financial, operational, and technical information into clear, persuasive proposal responses
- Advanced proficiency with Microsoft Word
- Working proficiency with Microsoft Excel and PowerPoint
- Strong judgment, discretion, attention to detail, written and verbal communication skills, and ability to work effectively in a fast-paced environment
- Experience with Salesforce CRM strongly preferred, including building or maintaining Salesforce reports and dashboards
- Experience with Responsive/RFPIO, Loopio, Qvidian, or a comparable proposal automation and content management platform strongly preferred
- 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
Comp & perks- 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