RFP and Proposal Writer (Remote)
Inspira Financial Trust, LLC, Oak Brook, IL, United States
The RFP and Proposal Writer will report to the Sr. Manager, Sales Operations in Health & Benefits Sales. This role supports our sales and client management teams by driving initiatives aligned with enterprise goals while ensuring a consistent, collaborative and positive overall experience. The RFP and Proposal Writer is accountable for managing the request for proposal (RFP) process through cross-functional collaboration. Additional responsibilities include, but are not limited to: completing request for quote (RFQ), request for information (RFI), identifying gaps in information, resolving proposal-related issues through research in collaboration with business partners, and managing follow-up requests. Success in this role demands exceptional multitasking abilities, the ability to consistently meet or exceed deadlines, and a commitment to delivering excellence in a fast-paced, dynamic setting.
Duties & Responsibilities
Own the end-to-end management of assigned RFPs, ensuring accountability throughout the process, meeting deadlines 100% of the time Provide support to sales and client management teams with a focus on winning new business and client retention Deliver high-value RFP support ensuring Inspira becomes an RFP finalist Effectively manage job responsibilities in a dynamic work environment, as both an individual and team contributor Cultivate and maintain relationships across the enterprise Use various templates to produce standardized documents (pricing proposals, questionnaire responses) Collaborate with internal SMEs and business partners in product development, legal, IT security, implementation and client management Effectively use technologies such as Salesforce and Loopio Ensure all RFP responses follow brand, style, and tone guidelines Review and edit responses provided by SMEs and business partners as necessary Ensure responses effectively address key requirements, hot buttons, and established win theme Assist in maintenance of Loopio content library as the source of truth for RFP/RFI question/answer sets Support proposal content management by identifying and sharing new content for potential inclusion in the Loopio content library Actively participate in weekly and monthly team meetings Support other team initiatives and processes as directed
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Own the end-to-end management of assigned RFPs, ensuring accountability throughout the process, meeting deadlines 100% of the time Provide support to sales and client management teams with a focus on winning new business and client retention Deliver high-value RFP support ensuring Inspira becomes an RFP finalist Effectively manage job responsibilities in a dynamic work environment, as both an individual and team contributor Cultivate and maintain relationships across the enterprise Use various templates to produce standardized documents (pricing proposals, questionnaire responses) Collaborate with internal SMEs and business partners in product development, legal, IT security, implementation and client management Effectively use technologies such as Salesforce and Loopio Ensure all RFP responses follow brand, style, and tone guidelines Review and edit responses provided by SMEs and business partners as necessary Ensure responses effectively address key requirements, hot buttons, and established win theme Assist in maintenance of Loopio content library as the source of truth for RFP/RFI question/answer sets Support proposal content management by identifying and sharing new content for potential inclusion in the Loopio content library Actively participate in weekly and monthly team meetings Support other team initiatives and processes as directed
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