Senior Proposal Specialist

Responsibilities

• Own the proposal workflow from intake through final submission, excluding content writing
• Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery
• Coordinate with subject matter experts and leadership to collect inputs and drive progress
• Assemble and finalize proposal materials using approved templates, language, and formatting standards
• Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements
• Manage submission logistics and confirm successful delivery
• Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems
• Provide formatting and proofreading support for related marketing and research deliverables as needed
• Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up
• Required Qualifications
• 5 to 7 years of proven experience coordinating proposals, RFPs, and RFIs in a professional services, consulting, healthcare, insurance, or other B2B environment
• Exceptional attention to detail, with experience producing clean, polished, client ready documents
• Demonstrated ability to own proposal workflows end-to-end, from intake through submission, excluding content writing
• Strong project management skills with the ability to establish timelines, manage milestones, track dependencies, and drive progress across multiple active proposals
• Experience coordinating with subject matter experts, leaders, and cross-functional stakeholders
• Strong organizational skills and the ability to manage multiple concurrent priorities in a fast-paced, deadline-driven environment
• Excellent written and verbal communication skills, including professional and persistent follow-up
• Ability to verify and ensure compliance with RFP requirements, including structure, formatting, page limits, and submission instructions
• Advanced skills with Microsoft Word
• Proficiency with Microsoft PowerPoint and Excel
• Familiarity with SharePoint or similar document management systems
• Experience maintaining proposal status, timelines, and documentation in CRM systems (e.g., Salesforce), trackers, or shared repositories

Requirements

• Healthcare industry experience - knowledge of pharmacy benefits and/or health and welfare benefits administration
• Exposure to maintaining proposal templates, approved language libraries, and shared resources
• Background working in regulated or highly structured environments where accuracy and compliance are critical

Benefits

Additional Information

For over 30 years PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as a strong industry advocate and strategic partner. PSG has market leading technology and administration services for plan sponsors, employers, unions and trusts, hospitals, and health systems. Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value. As a Proposal Coordinator, you will own the end ‑ to ‑ end proposal process from intake through submission, ensuring proposals are delivered on time, compliant, and client ‑ ready. You will coordinate closely with subject matter experts and leadership to manage timelines, track dependencies, and assemble high ‑ quality proposal materials using approved templates and standards. This role plays a critical part in driving operational excellence, consistency, and transparency across the proposal lifecycle.

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