Pre-Sales Support Analyst

Posted 13 Days Ago
Be an Early Applicant
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
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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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