Manage end-to-end proposal processes for low-to-medium complexity opportunities: review RFIs/RFPs, coordinate cross-functional teams and vendors, prepare budgets/quotes/text, facilitate meetings, ensure timely high-quality deliverables, support negotiations and client interactions, maintain content library and data entry, and assist onboarding and process improvements.
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.
- Fortrea may consider relevant and equivalent experience in lieu of educational requirements.
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.
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.
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