Pre-Sales Support Analyst

Posted 2 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
Entry level
Insurance • Financial Services
The Role
Support the sales organization by preparing and editing RFPs, RFIs, presentations, and proposal materials. Coordinate with subject matter experts, maintain proposal content libraries, track deadlines using project tools, and improve proposal processes. Assist with customized client responses, special projects, and administrative tasks to ensure accurate, timely submissions.
Summary Generated by Built In

The Pre-Sales Support Analyst is responsible for supporting the sales organization by assisting with Requests for Proposals (RFPs), Requests for Information (RFIs), client presentations, and other pre-sales documentation. This role works closely with Sales Directors, subject matter experts, and internal stakeholders to ensure timely, accurate, and high-quality responses to prospective clients.

The ideal candidate is highly organized, detail-oriented, and possesses strong written communication skills. They thrive in a fast-paced environment, can manage multiple priorities, and are eager to learn about the organization's products, services, and value proposition.

Key Responsibilities

·         Assist in the preparation and completion of RFPs, RFIs, questionnaires, and other sales support materials.

·         Draft, edit, and proofread proposal responses, executive summaries, cover letters, and client-facing documents.

·         Coordinate with subject matter experts to gather information needed for proposal responses and sales materials.

·         Maintain and update the proposal content library and knowledge management systems.

·         Ensure proposal submissions are accurate, well-formatted, and completed within established deadlines.

·         Support sales teams in developing customized responses and presentations for prospective clients.

·         Track proposal deadlines, requirements, and deliverables using project management tools and processes.

·         Identify opportunities to improve proposal processes, templates, and content accuracy.

·         Assist with special projects and administrative activities related to the sales cycle and business development efforts.

·         Other duties as assigned


RequirementsWork ExperienceRequired

·         0 to 2 years of professional experience in sales support, business operations, marketing, communications, administration, customer service, or related field.

·         Internship, co-op, or project experience involving business writing, research, or document management is preferred.

Preferred

·         Experience supporting RFPs, proposals, bids, or client-facing business communications.

·         Exposure to healthcare, insurance, employee benefits, wellness, or technology industries.

EducationRequired

·         Bachelor’s degree in business administration, marketing, communications, english, health administration, or a related field.

Preferred

·         Experience using AI tools

·         Recent graduates with strong academic achievement and internship experience are encouraged to apply.

Technical Skills and KnowledgeRequired

·         Strong written and verbal communication skills.

·         Excellent proofreading and attention to detail.

·         Strong organizational and time management abilities.

·         Basic project coordination skills.

·         Critical thinking and problem-solving capabilities.

·         Ability to manage multiple priorities and deadlines.

·         Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, and Teams.

·         Ability to work collaboratively across functions and build positive working relationships.

·         Commitment to producing high-quality, accurate work.

Preferred

·         Knowledge of Salesforce, Responsive, SharePoint, or similar content management systems.

·         Experience working with proposal automation tools.

·         Familiarity with employee benefits, wellness, or healthcare terminology.

Personal Attributes

The successful candidate will demonstrate:

·         Strong attention to detail

·         Curiosity and willingness to learn

·         Initiative and accountability

·         Positive and collaborative approach

·         Adaptability in a fast-paced environment

·         Professionalism and integrity

·         Customer-focused mindset

·         Strong written communication skills

Core Competencies

·         Action Oriented

·         Communicates Effectively

·         Customer Focus

·         Plans and Aligns

·         Tech Savvy

·         Resourcefulness

·         Self-Development

·         Collaborates

Skills Required

  • 0 to 2 years professional experience in sales support, business operations, marketing, communications, administration, or customer service
  • Bachelor's degree in business administration, marketing, communications, English, health administration, or related field
  • Strong written and verbal communication skills
  • Excellent proofreading skills and strong attention to detail
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
  • Basic project coordination skills; ability to manage multiple priorities and deadlines
  • Ability to work collaboratively across functions and build positive working relationships
  • Internship, co-op, or project experience involving business writing, research, or document management
  • Experience supporting RFPs, proposals, bids, or client-facing business communications
  • Exposure to healthcare, insurance, employee benefits, wellness, or technology industries
  • Experience using AI tools
  • Knowledge of Salesforce, Responsive, SharePoint, or similar content management systems
  • Experience with proposal automation tools
  • Familiarity with employee benefits, wellness, or healthcare terminology
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The Company
HQ: London
1,990 Employees
Year Founded: 2004

What We Do

We’re here to help you live a longer, healthier and more financially secure life. Our positively different health insurance, life insurance and investments reward you for being healthy. By incentivising you to take a more active role in managing your own wellness, you can develop positive long-term lifestyle and financial habits that are good for you, good for us and good for society. That’s why more than a million Vitality members (as at June 2018) are now enjoying better health, better protection and better financial security, living the life they want. Vitality. Positively different.

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