Sales Support & Proposal Specialist

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision

Paid time off

Retirement savings

Wellness programs

Job summary

CVS Health is seeking a Specialty Sales Support Associate to drive pre-sale and post-sale support in specialty benefits. You will be a liaison across Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors, ensuring accurate case management and smooth issue resolution.

The role emphasizes supporting the full sales lifecycle, data integrity in Salesforce, and coordinating with multiple teams to deliver exceptional service to partners. 40 hours weekly, full time.

Qualifications

• 2+ years in sales, sales support or project management.
• 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.

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

Organizational skills

Analytical thinking

Multitasking

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office

Salesforce

PowerPoint

Excel

Outlook

Job description

CVS Health is seeking a Specialty Sales Support Associate to drive pre-sale and post-sale support in specialty benefits. You will be a liaison across Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors, ensuring accurate case management and smooth issue resolution.

The role emphasizes supporting the full sales lifecycle, data integrity in Salesforce, and coordinating with multiple teams to deliver exceptional service to partners. 40 hours weekly, full time.