Senior Proposal Associate

Summary of Responsibilities:

• Supports or manages all aspects of the appropriate proposal process (text, quote, budget, and/or response to Requests for Information [RFIs]) for opportunities as assigned.

• Responsible for managing opportunities of low to medium complexity.

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

• Responsible for managing some transactional clients.

• Analyzes RFI and/or Request for Proposal (RFP) documents to assist in identifying missing information for budget, proposal and/or RFI response preparation, with support. Supports follow-up with appropriate contact for additional information as required.

• Identifies and resolves issues around client enquiry requirements and Fortrea capabilities with support.

• Shadow or manage strategic and operational calls related to the opportunity.

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

• Prepares standard documents in accordance with agreed strategy and Sponsor requirements and expectations under the pressure of changing timelines, with minimal supervision.

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

• Is responsible for timely delivery of assigned deliverables.

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

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

• Support client-facing and senior management-facing activities surrounding assigned opportunities as needed, including supporting preparation, attendance, or leading applicable preparation and meetings.

• Develops appropriate knowledge of the technical and regulatory environments.

• Contributes to assigned process improvement initiatives and supports implementation.

• Contribute to assigned client relationship improvement activities and implementation.

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

• Support hosting sales-focused inbound client visits.

• 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.

• All other duties as needed or assigned.

Qualifications (Minimum Required):

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

• Fortrea may consider relevant and equivalent experience in lieu of educational requirement

Experience (Minimum Required):

• Minimum 3 years of Experience Required.

• Applicable minimum 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).

• 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 Fortrea Business Units.

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

Preferred Qualifications Include:

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

Physical Demands/Work Environment:

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

• Travel Requirement:

  Identify the expected travel requirements of the position on an annual basis:

• % of time: 5-10%.

• % of the above that requires overnight stay: 5%.

• Travel is primarily to where: training meetings, other Fortrea offices.

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