Sales & Proposal Support Specialist

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

Job summary

CVS Health in Vermont seeks a detail-oriented Specialty Sales Support Associate to help manage the full sales lifecycle from quote to post-sale support. You will coordinate with Sales, Underwriting, Implementation, Account Management, Brokers and Plan Sponsors, ensuring accurate data and smooth case progression.

The role requires 2+ years in sales or project support, proficiency with Microsoft Office and Salesforce, and the ability to juggle priorities in a fast-paced environment.

Qualifications

• 2+ years in sales, sales support or project management.
• Proficient with Microsoft, PowerPoint, Excel, Outlook.
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Deliver exceptional service to Sales, Brokers, Plan Sponsors, and internal partners.
• Attention to detail and professionalism.
• Adapt to changing business needs.
• Will perform additional duties as assigned.

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

Project management

MS Office proficiency

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

CVS Health in Vermont seeks a detail-oriented Specialty Sales Support Associate to help manage the full sales lifecycle from quote to post-sale support. You will coordinate with Sales, Underwriting, Implementation, Account Management, Brokers and Plan Sponsors, ensuring accurate data and smooth case progression.

The role requires 2+ years in sales or project support, proficiency with Microsoft Office and Salesforce, and the ability to juggle priorities in a fast-paced environment.