Sales Support & Proposal Associate

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

Benefits offered by this job

Bonus eligibility

Job summary

CVS Health is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support for specialty benefits, working across Sales, Underwriting, Implementation and Account Management teams. You’ll help manage quotes, opportunities, and case statuses, coordinating with brokers and sponsors to ensure accurate data and smooth processes.

The role requires 2+ years in sales support or project management, strong organization and communication skills, and proficiency with Microsoft

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

Organizational skills

Analytical skills

Problem-solving

Attention to detail

Multi-tasking

Education

High School Diploma or GED

Tools

Microsoft Office

PowerPoint

Excel

Outlook

Job description

CVS Health is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support for specialty benefits, working across Sales, Underwriting, Implementation and Account Management teams. You’ll help manage quotes, opportunities, and case statuses, coordinating with brokers and sponsors to ensure accurate data and smooth processes.

The role requires 2+ years in sales support or project management, strong organization and communication skills, and proficiency with Microsoft