Revenue Operations Proposal Specialist

EmpiRx Health, LLC• US,
•Remote

About The Position

EmpiRx Health is seeking a Revenue Operations Proposal Specialist to manage assigned RFPs, RFIs, follow-up questionnaires, Best and Final Offers (BAFOs), and related sales deliverables from intake through submission. The role collaborates with Sales and cross-functional subject matter experts to create accurate, compelling responses that explain the company’s capabilities and value proposition. It also serves as the primary operational backup to the Sr Manager Proposal Operations. Beyond proposal execution, the position supports Revenue Operations through Salesforce data quality and reporting, sales enablement, process documentation, finalist support, and continuous improvement. The role is remote and works across Sales, Clinical, Underwriting, Legal/Compliance, IT Security, Client Services, Finance, Marketing, and other teams. The posted education qualification is a bachelor’s degree in a related field preferred, with equivalent education and relevant professional experience potentially considered.

Requirements

  • At least 4 years of experience in proposal management, RFP development, Revenue Operations, Sales Operations, business development, or a related field.
  • At least 2 years of experience independently managing complex RFP or RFI projects from intake through submission.
  • Experience coordinating multiple concurrent projects with firm internal and external deadlines.
  • 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 and 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.
  • A bachelor’s degree in business, communications, marketing, healthcare administration, or a related field is preferred; equivalent education and relevant professional experience may be considered.

Nice To Haves

  • Experience in PBM, pharmacy benefits, healthcare, managed care, health insurance, or another complex regulated industry.
  • Experience working cross-functionally with Sales, Underwriting, Clinical, Legal/Compliance, IT/Security, Client Services, Finance, or other subject matter experts.
  • Experience with Salesforce CRM, including building or maintaining Salesforce reports and dashboards.
  • Experience with Responsive/RFPIO, Loopio, Qvidian, or a comparable proposal automation and content management platform.
  • 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.

Responsibilities

  • 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, coordinating response-team members to complete deliverables accurately and on time.
  • Partner with Sales and subject matter experts to develop tailored proposal content aligned with prospect requirements, sales strategy, and the company’s value proposition.
  • Review minimum requirements and identify business, contractual, security, operational, and content risks for escalation or specialist review.
  • Participate in and, when appropriate, facilitate Strategy to Win and proposal strategy discussions.
  • Write, edit, and tailor proposal responses, including independently completing assigned non-complex RFPs and questionnaires.
  • Review proposals for completeness, consistency, accuracy, content flow, grammar, formatting, and submission compliance.
  • Produce and organize final electronic or hard-copy proposal deliverables according to RFP specifications.
  • Provide operational backup to the Sr Manager Proposal Operations for proposal intake, workflow management, deadlines, tools, and cross-functional coordination.
  • Support daily management of the Proposals Inbox by logging requests, coordinating assignments, tracking tasks, and monitoring deliverables.
  • Monitor proposal pipeline activity in Salesforce and maintain accurate opportunity, project, milestone, and deliverable information.
  • Coordinate with Proposal Team members and stakeholders to identify and escalate risks affecting quality, timing, or submission success.
  • Track proposal activity, win/loss results, feedback, workload, and team metrics.
  • Maintain organized proposal files, templates, attachments, supporting documentation, and reusable proposal assets.
  • Maintain Salesforce data quality for proposal and related sales activities.
  • Build and maintain Salesforce reports and dashboards tracking 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 for consistency and audit readiness.
  • Provide finalist support to Sales and Client Management, coordinating content, presentations, supporting materials, and follow-up requests.
  • Equip Sales with current proposal content, templates, resources, processes, and tools for prospect engagement.
  • Use field feedback and data to identify improvement opportunities and support updates to processes, content, and enablement resources.
  • Support standardization and continuous improvement of proposal workflows, templates, content libraries, review procedures, and administrative processes.
  • Identify opportunities to improve efficiency, quality, reporting, and user adoption in Salesforce and proposal workflows.
  • Use proposal automation software and Revenue Operations systems to manage questionnaires, reusable content, reporting, workflows, and data integrity.
  • Collaborate with Sales, Marketing, Finance, Legal, Clinical, Underwriting, Client Services, and Commercial teams on proposal and Revenue Operations initiatives.
  • Document processes, participate in operational cadences and governance activities, and contribute to the development of the Revenue Operations technology stack.
  • Participate in projects that improve content repositories, templates, integrations, reporting, and other proposal or Revenue Operations assets.
  • Perform other duties as assigned.

Benefits

  • Paid Time Off
  • 401(k) program
  • Health Insurance
  • Dental coverage
  • Vision coverage
  • Student Loan Reimbursement
  • Health Savings Account
  • Employee Assistance Program
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