Specialist, Proposals & Client Services

Role Overview

• Responsible for all aspects of assigned Request for Proposal (RFP)s and RFIs
• Manages the overall proposal process from receipt of RFP/RFI to final delivery
• Work with Account Directors and Operational teams (i.e., clinical, bioanalytical, and support services) to refine proposal scope and integrate solutions into complete proposals
• Prepare multiple, complex budget tools and associated client grids
• Following legal guidelines, complete work order contracts, including Task Matrix, vendor information, and client-specific details based on Master Services Agreement(s)
• Support Operations and Finance in the management and reconciliation of both Out of Scope and Final invoicing
• Review protocols and other scientific documents to apply appropriate study information to budget tools
• Meet proposal deadlines by establishing priorities and target dates for information gathering, writing, reviews, and approvals
• Function as a facilitator for the collection of information from various sources
• Work with subject matter experts to gather information and customize content
• Maintain and update CRM database and internal tracking programs
• Select an appropriate pricing structure based on study type and individual client
• Modify proposal text and assumptions from templates to customize each client opportunity, including revisions and change orders
• Respond to routine and non-routine inquiries in a timely and professional manner
• Full understanding of complex Early Phase study designs
• Evaluate protocols based on Therapeutic Area, indication, and study design to properly include clinical labs, procedures, equipment, and necessary vendor quotes
• Coach and mentor proposal associate(s) relative to function and duties
• Analyze and resolve issues independently or with little instruction
• Suggests creative solutions to facilitate new formats and procedures for unique client pricing requests
• Presents pricing to senior management and communicates all pricing details/background as requested to facilitate approved discounts, rebates, etc.
• Detailed knowledge of all core services to map granular detail from Worldwide pricing tools to client grids
• Use specialized knowledge of the tasks for all services to extrapolate changes to other services and adjust both proposal text and all pricing to accommodate
• Define costing to the client based on experience, review of account notes, and research
• Establish specifications for bidding purposes and review vendor budget submissions to ensure compliance and accuracy of vendor quotes, and communicate with vendors as needed
• Attend and contribute to RFP and RFI feasibility assessments and strategy calls
• Identifies potential barriers or risks for proposal completion and implements dynamic solutions and mitigation strategies
• Perform peer Quality Control (QC) according to departmental procedures and guidelines
• Perform other duties as assigned.

Requirements

• Bachelor's Degree required (prefer degree in Life Sciences or Business)
• 2 to 4 years of experience preparing proposals and budgets for the clinical trial industry, preferably in a CRO environment
• Fully qualified in the development of Strategic, Full Service, and Preferred Provider RFPs
• High-level knowledge of Early Phase study designs, including NHV and patient/multi-site studies
• Advanced experience in all MS-Office applications, including Microsoft Word and Excel
• Ability to advise and interact with all levels of management, including negotiation and conflict resolution skills

Benefits

• Health insurance
• 401(k) matching
• Flexible working hours
• Paid time off
• Professional development opportunities