Strategic Sales Proposal Specialist

CVS Health Corporation; Colorado; Hybrid; USD 60,174,000 - 140,405,000; Full time

Job summary

CVS Health is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support for specialty benefits, serving as a liaison between Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors to ensure accurate case management.

You will help manage Salesforce records, assist with RFPs, resolve quoting issues, and collaborate with cross-functional teams to deliver exceptional service to brokers and sponsors.

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

Sales experience

Organizational skills

Analytical skills

Problem solving

Time management

Customer service

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

CVS Health is seeking a Specialty Sales Support Associate to provide pre-sale and post-sale support for specialty benefits, serving as a liaison between Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors to ensure accurate case management.

You will help manage Salesforce records, assist with RFPs, resolve quoting issues, and collaborate with cross-functional teams to deliver exceptional service to brokers and sponsors.