Sales Proposals & Case Management Associate

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

Job summary

CVS Health in Wyoming is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support across the specialty benefits lifecycle. You will liaise with Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors to ensure accurate case management and timely resolutions.

The role requires strong organizational and analytical skills and proficiency with Salesforce and Microsoft Office to maintain data quality and deliver exceptional service to internal

Qualifications

• 2+ years in sales, sales support or project management.
• Proficient with Microsoft Office Suite (PowerPoint, Excel, Outlook).
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

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.
• Assist with 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

Organizational skills

Problem-solving

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

CVS Health in Wyoming is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support across the specialty benefits lifecycle. You will liaise with Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors to ensure accurate case management and timely resolutions.

The role requires strong organizational and analytical skills and proficiency with Salesforce and Microsoft Office to maintain data quality and deliver exceptional service to internal