Revenue Operations Proposal Specialist
EmpiRx Health is the leading clinically-driven pharmacy benefits management company. As the pioneer in value-based pharmacy care, EmpiRx Health puts its customers and members first by enabling them to take control of their pharmacy benefits, healthcare outcomes, and financial results.
We place more emphasis on member care than any other PBM by focusing on health outcomes first. Our pharmacists and clinicians are at the center of everything we do―and our population health solution delivers tailored strategies for our clients. Leveraging our newly launched, AI-powered pharmacy care platform, Clinically™, EmpiRx Health’s pharmacists and client experience teams provide the highest quality pharmacy care to our clients and their members. This enables benefits plan sponsors to keep their members healthy, happy, and productive, while substantially reducing prescription drug spending, which has been on an explosive growth trajectory in recent years.
EmpiRx Health is in unprecedented growth, and we're seeking a highly skilled and experienced Revenue Operations Proposal Specialist. In this critical role, the Revenue Operations Proposal Specialist is a key member of the Revenue Operations team responsible for managing assigned Requests for Proposals (RFPs), Requests for Information (RFIs), follow-up questionnaires, Best and Final Offers (BAFOs), and related sales deliverables from intake through submission. The role partners with Sales, Clinical, Underwriting, Legal/Compliance, IT Security, Client Services, Finance, Marketing, and other subject matter experts to develop accurate, compelling responses that communicate EmpiRx Health’s capabilities and value proposition.
In addition to proposal execution, this role supports broader Revenue Operations activities, including Salesforce data quality, proposal and pipeline reporting, sales enablement, process documentation, finalist support, and continuous improvement. The position serves as the primary operational backup to the Sr Manager Proposal Ope
Key Responsibilities:
Proposal Development & Project Management
- 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 across the response team to ensure accurate and timely completion of deliverables.
- Partner with Sales and subject matter experts to develop tailored proposal content aligned with prospect requirements, sales strategy, and EmpiRx Health’s value proposition.
- Review minimum requirements and identify business, contractual, security, operational, and content risks requiring escalation or specialist review.
- Participate in and, as appropriate, facilitate Strategy to Win and proposal strategy discussions.
- Write, edit, and tailor proposal responses, including independently completing non-complex RFPs and questionnaires as assigned.
- Conduct quality reviews for completeness, consistency, accuracy, content flow, grammar, formatting, and compliance with submission requirements.
- Produce and organize final electronic or hard-copy proposal deliverables in accordance with RFP specifications.
Proposal Operations & Backup Support
- Serve as operational backup to the Sr Manager Proposal Operations, providing continuity for proposal intake, workflow management, deadlines, tools, and cross-functional coordination.
- Support daily management of the Proposals Inbox, including logging new requests, coordinating assignments, tracking tasks, and monitoring deliverables.
- Monitor proposal pipeline activity in Salesforce and maintain accurate opportunity, proposal project, milestone, and deliverable information.
- Coordinate with Proposal Team members and cross-functional stakeholders to identify and escalate risks that could affect quality, timing, or successful submission.
- Support tracking of proposal activity, win/loss results, feedback, workload, and other team metrics.
- Maintain organized proposal files, templates, attachments, supporting documentation, and reusable proposal assets.
Revenue Operations, Reporting & Sales Enablement
- Maintain accurate Salesforce data and support ongoing data hygiene for proposal and related sales activities.
- Build and maintain Salesforce reports and dashboards that track proposal activity, pipeline health, sales performance, deadlines, outcomes, and key metrics.
- Assist with analysis of proposal and go-to-market performance trends and respond to ad hoc reporting and data requests.
- Maintain current sales and proposal policies, procedures, and documentation to support consistency and audit readiness.
- Provide finalist support to Sales and Client Management teams, including coordination of content, presentations, supporting materials, and follow-up requests.
- Equip Sales with current proposal content, templates, resources, information, processes, and tools needed to engage prospects effectively.
- Use feedback and data from the field to identify improvement opportunities and support adjustments to processes, content, and enablement resources.
Process, Systems & Cross-Functional Collaboration
- 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 within Salesforce and proposal-related workflows.
- Use Responsive/RFPIO or comparable proposal automation software to manage questionnaires, reusable content, and proposal responses.
- Use Salesforce, Power BI, Microsoft Excel, and other Revenue Operations systems to support reporting, workflow management, and data integrity.
- Collaborate with Sales, Marketing, Finance, Legal, Clinical, Underwriting, Client Services, and Commercial teams on Revenue Operations and proposal-related initiatives.
- Help document processes, participate in operational cadences and governance activities, and contribute to the evolution of the Revenue Operations technology stack.
- Participate in projects to improve content repositories, templates, integrations, reporting, and other proposal or Revenue Operations assets.
- Perform other duties as assigned.
Required Education:
- 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.
Required Qualifications & Experience:
- 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 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.
Preferred Qualifications & Experience
- Experience with Salesforce CRM strongly preferred; experience 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.
Work Environment: Remote
Benefits And Perks
Subject to program eligibility, this position qualifies for a robust suite of benefits including: Paid Time Off, a 401(k) program, Health Insurance including Dental & Vision coverage, Student Loan Reimbursement, Health Savings Account, and an Employee Assistance Program.
EmpiRx Health is an Equal Opportunity Employer
At EmpiRx Health, we wholeheartedly embrace the power of diversity and the magic of inclusion. The kaleidoscope of unique perspectives, backgrounds, and talents fuels our innovation and sets us apart. We're on a mission to build a team as diverse as the world we serve, where everyone is welcome and celebrated. We're not just breaking down barriers; we're actively erasing them to create an environment where opportunity knows no bounds. In unity, we find our strength and invite individuals from all walks of life to join us in our exhilarating journey to shape a brighter, more inclusive future together.
Note: This job description is a general outline of responsibilities and qualifications for the role. Additional duties may be assigned, and the position may evolve to meet the organization's needs.Top of Form
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