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Proposal Manager I

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Microsoft Excel
  • Multitasking
  • Prioritization
  • Microsoft Word
  • Microsoft Outlook
  • Analytical Skills
  • Time Management
  • Teamwork
  • Persistence
  • Customer Service
  • Organizational Skills
  • Detail Oriented
  • Verbal Communication Skills
  • Problem Solving

Roles & Responsibilities

  • Bachelor's degree or equivalent work experience
  • Advanced English proficiency
  • Minimum 4 years of experience in budget and/or text development (or related CRO/pharma experience)
  • Strong MS Office skills and knowledge of proposal management software (e.g., Salesforce.com, Qvidian)

Requirements:

  • Owns all aspects of the proposal process (text, budget, and RFIs) for assigned opportunities, including establishing timelines, meeting client requirements, and suggesting solutions to obstacles.
  • Manage low to medium complexity opportunities and coordinate across multiple Business Units, including liaising with third-party vendors for quotations/information.
  • Prepare high-quality, accurate documents in line with strategy and sponsor expectations; support internal/external negotiations and ensure timely delivery; perform data entry into relevant systems.
  • Contribute to onboarding for new starters, support client-facing activities and meetings, and drive process improvements and content library updates.

Job description

Global position, working with Latam, but supporting both the EU and US teams for Phase I and II trials in the CPS team.

*Home-based

Summary of Responsibilities:

  • Owns all aspects of the appropriate proposal process (text, quote, budget, and/or response to Requests for Information [RFIs]) for assigned opportunities (inclusive of managing opportunities under general supervision, establishing clear timelines, meeting client requirement, and suggesting solutions for obstacles).
  • Responsible for managing opportunities of low to medium complexity.
  • Support integrated opportunities (i.e., spanning across multiple Business Units).
  • Reviews and analyzes RFI and/or Request for Proposal (RFP) documents to ensure adequate information for budget, proposal and/or response preparation is provided. Follows up with appropriate contact for additional information as required.
  • Identifies and resolves issues around client enquiry requirements and Fortrea capabilities with support.
  • Organizes and facilitates of strategic and operational calls related to the opportunity.
  • Work across the organization in matrix environment across multiple time-zones and locations to lead the process and complete deliverables.
  • Liaise with third party vendors/vendor managers for provision of quotations and/or information where required.
  • Prepares high quality and accurate documents in accordance with agreed strategy and Sponsor requirements and expectations under the pressure of changing timelines.
  • Supports facilitating internal and external opportunity management negotiations (i.e., pricing, process, resources, timelines, etc.) as needed.
  • Ensures timely delivery of assigned deliverables.
  • Is responsible for resolving issues/challenges and informing Manager; may seek Manager’s advice for complex issues/challenges.
  • Performs timely and accurate data entry into departmental and/or corporate databases/systems as appropriate.
  • Support client-facing and senior management-facing activities surrounding assigned opportunities as needed, including supporting preparation, attendance, or leading applicable preparation and meetings.
  • Maintains appropriate knowledge of the technical and regulatory environments.
  • Identifies and participates in ways to improve the efficiency and quality of processes and the resulting deliverables.
  • Contribute to assigned client relationship improvement activities and implementation.
  • Performs quality control activities per the appropriate process/requirements.
  • Support hosting sales-focused inbound client visits.
  • Responsible for coordinating on-boarding activities for new starters, including working directly with the management staff to ensure proper on-boarding.
  • Expected to contribute to content library by submitting new content or updates to existing content, using the official content submission process.
  • 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.
  • Advanced English level (MUST)

Experience (Minimum Required):

  • Minimum 4 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 preferred.
  • 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, clients and Fortrea senior management.
  • Positive attitude and sense of urgency.
  • Possesses an ability and willingness to work across Business Units.
  • Ability to work irregular and/or extended hours as needed to meet the client’s proposal deadline.

Learn more about our EEO & Accommodations request here.

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