Senior Proposal Specialist

For over 30 years PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as a strong industry advocate and strategic partner. PSG has market leading technology and administration services for plan sponsors, employers, unions and trusts, hospitals, and health systems. Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value. As a Proposal Coordinator, you will own the end ‑ to ‑ end proposal process from intake through submission, ensuring proposals are delivered on time, compliant, and client ‑ ready. You will coordinate closely with subject matter experts and leadership to manage timelines, track dependencies, and assemble high ‑ quality proposal materials using approved templates and standards. This role plays a critical part in driving operational excellence, consistency, and transparency across the proposal lifecycle. Responsibilities Own the proposal workflow from intake through final submission, excluding content writing Manage proposal timelines, milestones, and dependencies to ensure on-time, complete delivery Coordinate with subject matter experts and leadership to collect inputs and drive progress Assemble and finalize proposal materials using approved templates, language, and formatting standards Review proposals for accuracy, consistency, branding, style, and compliance with RFP requirements Manage submission logistics and confirm successful delivery Maintain accurate proposal tracking, status updates, and documentation in CRM and internal systems Provide formatting and proofreading support for related marketing and research deliverables as needed Assist with cross-functional project coordination, including scheduling, task tracking, and follow-up Required Qualifications 5 to 7 years of proven experience coordinating proposals, RFPs, and RFIs in a professional services, consulting, healthcare, insurance, or other B2B environment Exceptional attention to detail, with experience producing clean, polished, client ready documents Demonstrated ability to own proposal workflows end-to-end, from intake through submission, excluding content writing Strong project management skills with the ability to establish timelines, manage milestones, track dependencies, and drive progress across multiple active proposals Experience coordinating with subject matter experts, leaders, and cross-functional stakeholders Strong organizational skills and the ability to manage multiple concurrent priorities in a fast-paced, deadline-driven environment Excellent written and verbal communication skills, including professional and persistent follow-up Ability to verify and ensure compliance with RFP requirements, including structure, formatting, page limits, and submission instructions Advanced skills with Microsoft Word Proficiency with Microsoft PowerPoint and Excel Familiarity with SharePoint or similar document management systems Experience maintaining proposal status, timelines, and documentation in CRM systems (e.g., Salesforce), trackers, or shared repositories Preferred Qualifications Healthcare industry experience — knowledge of pharmacy benefits and/or health and welfare benefits administration Exposure to maintaining proposal templates, approved language libraries, and shared resources Background working in regulated or highly structured environments where accuracy and compliance are critical COMPENSATION: The national average annual salary for this role is $85,000 – $110,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We’re in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/ . EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . #LI-MS2 #PSG

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