National Account Proposal Specialist

CVS Health Corporation; Montana; Hybrid; USD 29,000 - 68,000; Full time

Job summary

CVS Health Corporation is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support across the specialty benefits lifecycle. You will coordinate with Sales, Underwriting, Implementation, and Brokers to ensure accurate case management and timely service.

This full-time role requires strong organization, analytical skills, and experience in sales support. Proficiency with Microsoft Office and Salesforce is preferred, with a focus on delivering exceptional internal and

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.

Responsibilities

• 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.

Skills

Sales experience

MS Office

Organization

Prioritization

Customer service

Attention to detail

Adaptability

Education

High School Diploma or GED or equivalent experience

Tools

Salesforce

Job description

CVS Health Corporation is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support across the specialty benefits lifecycle. You will coordinate with Sales, Underwriting, Implementation, and Brokers to ensure accurate case management and timely service.

This full-time role requires strong organization, analytical skills, and experience in sales support. Proficiency with Microsoft Office and Salesforce is preferred, with a focus on delivering exceptional internal and