National Account Proposal Associate

CVS Health Corporation

Vermont

Hybride

USD 40 000 - 68 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

Bonus eligibility
Comprehensive benefits
Paid time off

Résumé du poste

CVS Health Corporation in Vermont seeks a Specialty Sales Support Associate to provide pre-sale and post-sale support across the specialty benefits lifecycle, coordinating with Sales, Underwriting, and Account Management to ensure accurate case handling.

In this role you will manage opportunity records in Salesforce, help update stages and win probabilities, support RFP processes, and deliver outstanding service to brokers, plan sponsors, and internal teams.

Qualifications

  • 2+ years of experience in sales, sales support or project management.
  • Proficient with Microsoft Office including PowerPoint, Excel, and Outlook.
  • Strong organizational, analytical, and problem-solving abilities.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Deliver exceptional service to Sales, Brokers, Plan Sponsors, and internal partners.
  • Maintain accuracy and attention to detail in all work.
  • Adapt to changing business needs, priorities, and systems.
  • Perform additional duties as assigned to support business objectives.

Responsabilités

  • 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 reps with updating opportunity stages, win probabilities, comments, and case statuses when needed.
  • Assist with Request for Proposal (RFP) submissions and coordinate with Corporate Sales Support when required.
  • 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 to support sales needs.
  • Build and maintain productive relationships across multiple functional areas.

Connaissances

Organizational skills
Analytical skills
Problem-solving
Multitasking

Formation

High School Diploma

Outils

Microsoft Outlook
Microsoft Excel
Microsoft PowerPoint
Salesforce

Description du poste

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary

The Specialty Sales Support Associate provides pre-sale and post-sale support for specialty benefits business, serving as a liaison between Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors. This role is responsible for supporting the full sales lifecycle, ensuring accurate case management, resolving operational issues, and delivering exceptional service to internal and external partners.

Essential Job Responsibilities
Sales Support & Case Management
  • 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 reps with updating opportunity stages, win probabilities, comments, and case statuses when needed.

  • Assist with Request for Proposal (RFP) submissions and coordinate with Corporate Sales Support when required.

  • 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 to support sales needs.

  • Build and maintain productive relationships across multiple functional areas.

Required Qualifications
  • 2+ years in sales, sales support or project management experience.

  • Proficient with Microsoft, PowerPoint, Excel, Outlook.

  • Demonstrate strong organizational, analytical, and problem-solving skills.

  • Manage multiple priorities and deadlines in a fast-paced environment.

  • Deliver exceptional service to Sales, Brokers, Plan Sponsors, and internal business partners.

  • Maintain accuracy, professionalism, and attention to detail in all work.

  • Adapt to changing business needs, priorities, and systems.

  • Perform additional duties as assigned in support of business objectives.

Preferred Qualifications
  • Salesforce application experience.

  • Project Management experience.

Education
  • High School Diploma or GED or equivalent experience.
Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$21.10 - $49.08

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Additional details about available benefits are provided during the application process and on Benefits Moments (https://learn.bswift.com/cvshealth-mainland) .

We anticipate the application window for this opening will close on: 10/23/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran — committed to diversity in the workplace.

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