Lead the RFP process by creating accurate sales budgets, ballparks proposals, and other pre-sales materials quickly and efficiently.
Support the RFI process by drafting responses, gathering inputs, and coordinating reviews.
Work cross functionally with Sales, Product, Data, Project Managers, Finance and Legal teams to collect information and ensure timely deliverables.
Create and maintain proposals through the final Statement of Work (SOW), and track all versions of budgets, proposals, and contracts from project start to final signature.
Use Salesforce to support the sales team throughout the sales cycle.
Maintain accurate and up‑to‑date CRM records related to RFPs, RFIs, and sales activities.
Support the maintenance of Q&A pair content library in RFI platform.
Prepare sales support presentations, as needed. · Organize and manage sales documents and collateral.
Identify opportunities for process improvements and escalate suggestions to the Sales Operations team.
Support the sales team in meeting quarterly goals.
Perform other duties as assigned.

A Bachelor's degree preferred in business management, finance, healthcare administration, and/or community health education and promotion, marketing or sales.
Strong quantitative, problem-solving, and critical thinking skills
Interest in the US and global clinical trial landscape
Basic understanding of the sales cycle and contracting process
Familiarity with Salesforce or other CRM systems; academic, internship or early professional experience acceptable
Proficiency with Microsoft Office Suite
Strong Excel skills
Clear and effective communication skills

A casual "dress-code" environment
A family-oriented and collaborative workplace
Paid time off (including paid time off for your birthday)
And a very generous suite of benefits including: medical, dental, vision, basic/life accidental, short/long term disability, identity theft, 401K (plus a match), and supplemental insurance options

Sales Operations Specialist

Key skills