Proposal Associate

Proposal Associate

Summary of Responsibilities:

• Assists Proposal Managers with all aspects of the appropriate proposal process (text, quote, budget, and/or response to Requests for Information [RFIs]) (i.e., collating data, following up with other departments, meeting minutes, etc.).

• Responsible for managing opportunities of low complexity, with support.

• Shadow and/or assist more senior colleagues on opportunities of medium complexity.

• Review and analyze RFI and/or Request for Proposal (RFP) documents to gain understanding of client requirements and to assist in identifying missing information for budget, proposal and/or RFI response preparation. Collates follow-up questions for additional information as requested.

• Attend strategic and operational calls related to the opportunity.

• Works across the organization in matrix environment across multiple time-zones and locations to facilitate the process and complete deliverables.

• Drafts standard documents in accordance with agreed strategy and Sponsor requirements and expectations under the pressure of changing timelines.

• Administratively supports facilitating internal and external opportunity management negotiations (i.e., pricing, process, resources, timelines, etc.) as needed.

• Ensures timely delivery of assigned deliverables.

• Escalates issues/challenges to Manager for support on resolution.

• Performs timely and accurate data entry into departmental and/or corporate databases/systems as directed.

• Seeks appropriate knowledge of the technical and regulatory environments.

• Contributes to assigned process improvement initiatives and supports implementation.

• Perform quality control activities per the appropriate process/requirements.

• Expected to contribute to content library by submitting new content or updates to existing content, using the official content submission process. May be requested to handle the content submission for more senior colleagues.

• Completes other appropriate duties, as assigned by the manager, which require similar skills in accordance with business needs and common sense.

Qualifications (Minimum Required):

• Bachelor’s degree required in related field or equivalent work experience.

Experience (Minimum Required):

• Minimum 2 years of experience in budget and/or text development, or an equivalent combination of education and CRO/pharma/other related experience to successfully perform the essential job duties.

• Excellent customer service skills, attention to detail and ability to be persistent while maintaining tact.

• Demonstrated computer skills – requires excellent MS Office experience (specifically Excel, Word, Outlook).

• Knowledge of proposal management software applications (e.g., Salesforce.com, Qvidian, Proposal Automation applications) is a plus.

• Demonstrated text editing and writing skills (based on business unit and/or team expectations).

• Demonstrated ability to plan, multi-task and prioritize.

• Demonstrated teamwork, communication (written and verbal), and organizational skills.

• Proven ability to work independently.

• Ability to work to deadlines.

• Strong analytical skills.

• Ability to communicate appropriately and effectively with internal stakeholders.

• Positive attitude and sense of urgency.

• Possesses an ability to work across Fortrea Business Units.

• Ability to work irregular and/or extended hours as needed to meet the client’s proposal deadline.

Physical Demands/Work Environment:

• Flexibility to participate in meetings across various time zones outside core working hours.

• Travel required.

Learn more about our EEO & Accommodations request here.