Proposal Specialist

WageWorks; San Mateo (CA); On-site; USD 50,000 - 75,000; Full time

Job summary

WageWorks is seeking a Proposal Coordinator in San Mateo, CA. This role involves coordinating, writing, and managing proposal projects while ensuring all documents meet company standards and timelines.

The ideal candidate will have 1-3 years of related experience and a Bachelor's degree. Strong organizational and project management skills are essential. Join WageWorks to contribute to exceptional client experiences.

Qualifications

• 1-3 years of experience in proposal writing or project management role.
• Experience with employee benefits consulting or financial services preferred.
• Ability to collaborate with internal departments and understand the company’s products.

Responsibilities

• Coordinate, write and manage proposal projects from beginning to end.
• Collaborate with team members and ensure timely delivery of proposal documents.
• Maintain knowledge of company products and update proposal templates as necessary.

Skills

Organizational skills

Project management

Customer service

Detail orientation

Education

Bachelor’s degree in English, Marketing, Communications, Journalism, Business

Tools

Word

Excel

PowerPoint

Outlook

Job description

Job Description

OVERVIEW AND REPORTING RELATIONSHIP

Under moderate to heavy supervision, this position exercises latitude for independent action and discretion to coordinate, write and manage request for proposal projects of low complexity from initiation to delivery. This position also completes proposal tasks on projects of moderate to high complexity managed by a proposal manager. Proposal projects typically have a focus on a specific product or program line.

This position resides in a Company location and provides centralized support to geographically diverse locations. This position typically reports to a manager or director with responsibility for sales and response documents for prospective clients, current clients and broker partners. The nature of the work entitles that incumbents collaborate and work closely with proposal project team members. This includes cross-functional departments.

OTHER REPRESENTATIVE DUTIES

NOTE: The essential duties and primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the primary accountabilities listed below. Specific tasks, responsibilities and competencies may be documented in the incumbent’s performance objectives as outlined by the incumbent’s immediate supervisor or manager.

Discusses requests for proposal, formal written client requests, and requests for information with immediate manager or director in conjunction with Sales and Client Services teams to understand the requirements for the requested response.

For projects of low complexity, organizes response team, creates the proposal project plan and timeline, and manages the proposal project in accordance to the timeline. Works closely with the Sales and Client Services team in conducting project kickoff and review meetings. Make assignments to internal departments to provide content for specific questions and follows up to ensure that required content is obtained.

Researches, plans, outlines and writes documents that conform to specific guidelines, templates and the Company’s branding standards and writing style. This entails collaborating with internal departments to ensure that required content is obtained.

Prior to releasing documents as final, submits working drafts to manager for review and then other stakeholders as appropriate for final review and revision. Makes necessary revisions in documents as requested to support prospect and client requests for information.

Updates and maintains a library of sales document templates and posts them to designated repositories.

Updates and maintains the Company’s proposal databases.

Maintains current knowledge and understanding of Company products, services and other aspects on which this position provides sales writing support. This may entail attending meetings. Keeps informed of changes in products, services or process that may result in inaccurate or outdated sales documents. Takes action as appropriate.

WageWorks believes that our success is achieved by its People. Values describe how we work together to achieve our success. It is our employees that drive results through living our Company Values. Every employee at WageWorks is expected to uphold and demonstrate the eight Company Values listed below as an additional component of the job description and as a standard of individual performance.

Clients and Participants Come First: Exceeding client and participant expectations is our highest priority

Integrity: We are open, honest, ethical and conscientious

Passion: A will to win and a relentless drive for excellence

Accountability: Deliver on commitments and take ownership for solving problems and creating solutions

Leadership and Influence: Our actions inspire vision and clarity of purpose

Continuous Improvement and Innovation: We embrace change and drive new ideas into business solutions

Dignity and Respect: We value the diversity of our people, encourage their development and reward their performance

Creating Value for Shareholders: Deliver consistent growth and premium returns

Qualifications

WORK EXPERIENCE OR RELATED EXPERIENCE:

The ability to coordinate, write and manage a proposal project of low complexity as described, as normally obtained through one to three years of experience in a proposal writing, customer facing service delivery and/or project management role.

Experience working for an employee benefits consulting, software, financial services, or business solutions company is strongly preferred.

SPECIALIZED KNOWLEDGE, SKILLS & ABILITIES:

A moderate degree of organizational skills to effectively research, plan and generate sales documentation as described is required.

Knowledge and expertise in or the ability to rapidly learn the Company’s products and services to successfully write sales documents is required.

Ability to interact effectively with sales team members, marketing, client services and other internal departments as described is required.

Excellent project management skills, a strong orientation to detail as well as a high commitment to customer service are required.

Knowledge of tax advantaged employee benefit programs such as flexible spending (Section 125) and commuter (Section 132) programs strongly preferred.

EQUIPMENT:

Proficiency with a PC, and advanced PC skills with business and communications software (Word, Excel, PowerPoint, common Windows operating systems, Outlook, web applications, desktop publishing and online documentation and tracking tools) are also required.

EDUCATION

Knowledge of sales, marketing or technical writing as normally obtained through the completion of a Bachelor’s Degree in English, Marketing, Communications, Journalism, Business or a closely related field of study.

LOCATION

San Mateo

Additional Information

Equal Employment Opportunity Employer

Employment will require successful completion of a background check

Job Location