National Account Proposal Associate

Posted 2 Days Ago
Be an Early Applicant
48 Locations
In-Office or Remote
21-49 Hourly
Junior
Fitness • Healthtech • Retail • Pharmaceutical
The Role
Provides pre-sale and post-sale support for specialty benefits business. Manages sales opportunities and case records in Salesforce, supports RFP submissions, coordinates across sales and operational teams, resolves quoting and underwriting issues, and assists with case installation and post-sale activities. Maintains accurate sales data, supports sales representatives, and serves as a liaison among internal teams, brokers, and plan sponsors.
Summary Generated by Built In

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary
The Specialty Sales Support Associate provides pre-sale and post-sale support for specialty benefits business, serving as a liaison between Sales, Underwriting, Implementation, Account Management, Brokers, and Plan Sponsors. This role is responsible for supporting the full sales lifecycle, ensuring accurate case management, resolving operational issues, and delivering exceptional service to internal and external partners.


Essential Job Responsibilities

Sales Support & Case Management

  • Support the end-to-end sales process from quote request through case installation and post-sale support.
  • Manage opportunity records and maintain accurate sales data within Salesforce.
  • Assist sales reps with updating opportunity stages, win probabilities, comments, and case statuses when needed.
  • Assist with Request for Proposal (RFP) submissions and coordinate with Corporate Sales Support when required.
  • Research and resolve quoting issues, declined cases, underwriting concerns, and sales support escalations.
  • Serve as a subject matter expert for sales support processes and supporting systems.
  • Partner with Medical Sales Support, Underwriting, Implementation, Account Management, Commissions, Licensing and Appointment teams, and other business partners to support sales needs.
  • Build and maintain productive relationships across multiple functional areas.

Required Qualifications

  • 2+ years in sales, sales support or project management experience.
  • Proficient with Microsoft, PowerPoint, Excel, Outlook.
  • Demonstrate strong organizational, analytical, and problem-solving skills.
  • Manage multiple priorities and deadlines in a fast-paced environment.
  • Deliver exceptional service to Sales, Brokers, Plan Sponsors, and internal business partners.
  • Maintain accuracy, professionalism, and attention to detail in all work.
  • Adapt to changing business needs, priorities, and systems.
  • Perform additional duties as assigned in support of business objectives.

Preferred Qualifications

  • Salesforce application experience.
  • Project Management experience.

Education

  • High School Diploma or GED or equivalent experience.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$21.10 - $49.08

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls.  The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.  This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. 
 

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.


Additional details about available benefits are provided during the application process and on
Benefits Moments.

We anticipate the application window for this opening will close on: 10/23/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Skills Required

  • 2+ years of experience in sales, sales support, or project management
  • Proficiency with Microsoft PowerPoint, Excel, and Outlook
  • Strong organizational, analytical, and problem-solving skills
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Ability to deliver exceptional service to sales, brokers, plan sponsors, and internal business partners
  • Accuracy, professionalism, and attention to detail
  • Ability to adapt to changing business needs, priorities, and systems
  • High school diploma, GED, or equivalent experience
  • Salesforce application experience
  • Project management experience

CVS Health Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CVS Health and has not been reviewed or approved by CVS Health.

  • Healthcare Strength — Health coverage includes medical, dental, and vision with HSA-eligible options, free preventive care, virtual care, and access to MinuteClinic services. Mental-health resources such as counseling support are emphasized, and coverage is often considered solid for full-time colleagues.
  • Retirement Support — A dollar-for-dollar 401(k) match up to 5% after one year and an Employee Stock Purchase Plan are consistently highlighted in Total Rewards materials. Feedback suggests retirement programs are a meaningful strength within the overall package.
  • Wellbeing & Lifestyle Benefits — Wellbeing offerings include up to 20 no-cost counseling sessions per issue, backup care, tuition assistance, and substantial in-store discounts, alongside broader wellness tools. These everyday perks expand value beyond base pay and can be especially meaningful for full-time schedules.

CVS Health Insights

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The Company
HQ: Woonsocket, RI
119,959 Employees
Year Founded: 1963

What We Do

CVS Health is the leading health solutions company that delivers care in ways no one else can. We reach people in more ways and improve the health of communities across America through our local presence, digital channels and our nearly 300,000 dedicated colleagues – including more than 40,000 physicians, pharmacists, nurses and nurse practitioners. Wherever and whenever people need us, we help them with their health – whether that’s managing chronic diseases, staying compliant with their medications, or accessing affordable health and wellness services in the most convenient ways. We help people navigate the health care system – and their personal health care – by improving access, lowering costs and being a trusted partner for every meaningful moment of health. And we do it all with heart, each and every day.

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