Proposal Specialist

Build Your Career at WageWorks!

When you work at WageWorks, you help people live happier, healthier, and more productive lives.

We lower the cost of living for millions of American families. We help everyday people manage everyday expenses - like healthcare, child and elder care, and commuting - through benefits like Flexible Spending Accounts and Health Savings Accounts provided through their employers.

Our management team helped write the legislation that initiated commuter benefits and we participate and chair the groups who are actively setting national policies and processes. We pioneered cutting edge technology that is now the industry standard. While we are recognized for our technology and expertise, we also put our customers first by providing exceptional support and service.

Why Work for WageWorks?

If you're looking for a career that provides plenty of growth opportunities, responsibility, and interesting challenges to tackle, you will find it here.

If you want to join a fast-moving, high-growth, exciting company that's a market leader, you’re looking in the right place.

But mostly, if you want to help people live happier, healthier, and more productive lives, then you’ll want to work for WageWorks.

Check out the following fantastic career opportunity!

OVERVIEW AND REPORTING RELATIONSHIP

Under moderate to heavy supervision, this position exercises latitude for independent action and discretion to coordinate, write and manage request for proposal projects of low complexity from initiation to delivery. This position also completes proposal tasks on projects of moderate to high complexity managed by a proposal manager. Proposal projects typically have a focus on a specific product or program line.  

This position resides in a Company location and provides centralized support to geographically diverse locations. This position typically reports to a manager or director with responsibility for sales and response documents for prospective clients, current clients and broker partners. The nature of the work entails that incumbents collaborate and work closely with proposal project team members. This includes cross-functional departments.  

OTHER REPRESENTATIVE DUTIES

NOTE: The essential duties and primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the primary accountabilities listed below. Specific tasks, responsibilities and competencies may be documented in the incumbent’s performance objectives as outlined by the incumbent’s immediate supervisor or manager.

Discusses requests for proposal, formal written client requests, and requests for information with immediate manager or director in conjunction with Sales and Client Services teams to understand the requirements for the requested response.

For projects of low complexity, organizes response team, creates the proposal project plan and timeline, and manages the proposal project in accordance to the timeline. Works closely with the Sales and Client Services team in conducting project kickoff and review meetings. Make assignments to internal departments to provide content for specific questions and follows up to ensure that required content is obtained.

Researches, plans, outlines and writes documents that conform to specific guidelines, templates and the Company’s branding standards and writing style. This entails collaborating with internal departments to ensure that required content is obtained.

Prior to releasing documents as final, submits working drafts to manager for review and then other stakeholders as appropriate for final review and revision. Makes necessary revisions in documents as requested to support prospect and client requests for information.

Updates and maintains a library of sales document templates and posts them to designated repositories.

Updates and maintains the Company’s proposal databases.

Maintains current knowledge and understanding of Company products, services and other aspects on which this position provides sales writing support. This may entail attending meetings. Keeps informed of changes in products, services or process that may result in inaccurate or outdated sales documents. Takes action as appropriate.

WageWorks believes that our success is achieved by its People. Values describe how we work together to achieve our success. It is our employees that drive results through living our Company Values. Every employee at WageWorks is expected to uphold and demonstrate the eight Company Values listed below as an additional component of the job description and as a standard of individual performance. 

Clients and Participants Come First: Exceeding client and participant expectations is our highest priority

Integrity: We are open, honest, ethical and conscientious

Passion: A will to win and a relentless drive for excellence

Accountability: Deliver on commitments and take ownership for solving problems and creating solutions

Leadership and Influence: Our actions inspire vision and clarity of purpose

Continuous Improvement and Innovation: We embrace change and drive new ideas into business solutions

Dignity and Respect: We value the diversity of our people, encourage their development and reward their performance

Creating Value for Shareholders: Deliver consistent growth and premium returns

WORK EXPERIENCE OR RELATED EXPERIENCE:

The ability to coordinate, write and manage a proposal project of low complexity as described, as normally obtained through one to three years of experience in a proposal writing, customer facing service delivery and/or project management role.

Experience working for an employee benefits consulting, software, financial services, or business solutions company is strongly preferred.

SPECIALIZED KNOWLEDGE, SKILLS & ABILITIES:

A moderate degree of organizational skills to effectively research, plan and generate sales documentation as described is required.

Knowledge and expertise in or the ability to rapidly learn the Company’s products and services to successfully write sales documents is required.

Ability to interact effectively with sales team members, marketing, client services and other internal departments as described is required.

Excellent project management skills, a strong orientation to detail as well as a high commitment to customer service are required.   

Knowledge of tax advantaged employee benefit programs such as flexible spending (Section 125) and commuter (Section 132) programs strongly preferred.

EQUIPMENT:

Proficiency with a PC, and advanced PC skills with business and communications software (Word, Excel, PowerPoint, common Windows operating systems, Outlook, web applications, desktop publishing and online documentation and tracking tools) are also required.

 EDUCATION

Knowledge of sales, marketing or technical writing as normally obtained through the completion of a Bachelor’s Degree in English, Marketing, Communications, Journalism, Business or a closely related field of study. 

LOCATION

San Mateo

Equal Employment Opportunity Employer

Employment will require successful completion of a background check