Pre-Sales Support Analyst

Posted One Month Ago
Chicago, IL, USA
In-Office
60K-75K Annually
Entry level
Insurance • Financial Services
The Role
Supports sales teams by preparing RFPs, RFIs, proposals, presentations, questionnaires, and client-facing documents. Coordinates with subject matter experts, maintains proposal content libraries, tracks deadlines and deliverables, proofreads submissions, and improves proposal processes. The role also assists with sales-cycle projects and administrative activities while managing multiple priorities and ensuring accurate, timely, high-quality work.
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

Salary Range: $60,000-$75,000


RequirementsRequired

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

·         Bachelor’s degree in Business Administration, Marketing, Communications, English, Health Administration, or a related field.

·         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

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

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

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

·         Experience using AI tools

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

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

·         Experience working with proposal automation tools.

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


Benefits

Medical, Dental and Vision
401(k) with company match
Company paid Life, AD&D Short and Long term disability insurance
Generous PTO, Holidays and Summer Fridays
100% paid parental leave
Wellness Resources

Skills Required

  • 0 to 2 years of professional experience in sales support, business operations, marketing, communications, administration, customer service, or a related field
  • Bachelor's degree in Business Administration, Marketing, Communications, English, Health Administration, or a related field
  • 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
  • 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
  • Strong academic achievement and internship experience for recent graduates
  • Knowledge of Salesforce, Responsive, SharePoint, or similar content management systems
  • Experience working with proposal automation tools
  • Familiarity with employee benefits, wellness, or healthcare terminology
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Wipfli Logo Wipfli

Senior Consultant

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
88K-118K Annually

Wipfli Logo Wipfli

Manager, Financial Reporting - Skilled Nursing Clients

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
97K-145K Annually

Wipfli Logo Wipfli

Manager, Accounting Advisory - Construction Industry Clients

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
Naperville, IL, USA
2900 Employees
107K-160K Annually

Wipfli Logo Wipfli

Tax Manager

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
107K-144K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Vega Thumbnail
Artificial Intelligence • Automotive • Insurance • Transportation
US
65 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account