Sales Specialist / Proposal Development Specialist

Job Overview

We are seeking a highly organized and detail-oriented Sales Specialist / Proposal Development Specialist to provide operational and commercial support to Key Account Managers and Business Development teams. The role is responsible for ensuring the successful management of assigned accounts, supporting proposal development activities, maintaining sales operations processes, and contributing to an exceptional client experience.

This position serves as a critical link between Sales, Finance, Operations, and clients, supporting the creation of high-quality customer-facing materials, managing CRM data, coordinating proposal and contract documentation, and driving operational excellence throughout the sales lifecycle.

The successful candidate will thrive in a fast-paced, dynamic environment and demonstrate strong communication, analytical, and organizational skills while supporting strategic sales initiatives and client growth.

Key Responsibilities

Proposal Development & Sales Support

• Support the development, review, and quality control of Statements of Work (SOWs), proposals, and other client-facing commercial documents.
• Coordinate and support Request for Information (RFI) and Request for Proposal (RFP) activities.
• Create and maintain proposal templates, sales presentations, business reviews, and other go-to-market materials.
• Ensure consistency, accuracy, and branding standards across all client-facing documents and sales collateral.
• Assist Sales and Key Account Managers with strategic account planning and business development activities.

Sales Operations & CRM Management

• Maintain and update Salesforce.com (SFDC) and other CRM systems, ensuring high levels of data quality and accuracy.
• Support budgeting, forecasting, pipeline tracking, and sales reporting activities.
• Generate and analyze sales performance data and provide operational insights to support decision making.
• Deliver ongoing CRM guidance and training to users as required.
• Partner with Sales and Finance teams to support revenue forecasting and commercial planning processes.

Market Research & Business Intelligence

• Conduct market, industry, competitor, and company research to support commercial strategies.
• Maintain competitive intelligence profiles and customer account information.
• Monitor market developments and provide relevant updates to sales leadership and account teams.
• Support business reviews and executive reporting with relevant market insights and data.

Client & Stakeholder Coordination

• Coordinate internal and external meetings, including agenda preparation, presentation development, and virtual meeting support.
• Maintain professional relationships with client contacts, administrators, and internal stakeholders.
• Support conference planning, customer events, and business review meetings.
• Ensure timely communication and follow-up on sales-related activities and deliverables.

Process Improvement & Operational Excellence

• Identify opportunities to improve sales operations processes, workflows, and reporting.
• Support the implementation of best practices, templates, and operational standards across the sales organization.
• Contribute to process automation, workflow optimization, and commercial operations initiatives.
• Participate in continuous improvement projects to enhance efficiency and user experience.

Qualifications

Required

• Bachelor's Degree in Business Administration, Sales, Marketing, Finance, Economics, or a related field.
• 1-3 years of experience in Sales Operations, Commercial Operations, Proposal Development, Business Support, Account Coordination, or a similar role.
• Strong Microsoft Excel skills, including data analysis and reporting.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities simultaneously.
• Customer-focused mindset with excellent stakeholder management skills.
• Ability to work independently and collaboratively within a team environment.
• Strong organizational, analytical, and problem-solving skills.

Preferred

• Experience supporting proposal development, RFP, RFI, or bid management activities.
• Background in Sales Operations, Commercial Operations, Finance, or Business Administration.
• Experience working with Salesforce.com (SFDC) or other CRM platforms.
• Knowledge of SAP or other ERP systems.
• Experience creating PowerPoint presentations, business reviews, and executive-level reporting.
• Exposure to professional services, healthcare, life sciences, technology, or consulting environments.

Knowledge, Skills & Abilities

• Strong proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
• Ability to maintain accuracy while working with large volumes of data and documentation.
• Strong project coordination and administrative support capabilities.
• Business acumen with the ability to understand commercial processes and client needs.
• Excellent interpersonal skills and ability to build effective working relationships.
• Quick learner with a proactive, solution-oriented mindset.
• Ability to prioritize workloads in a fast-paced environment.
• High level of professionalism, discretion, and accountability.
• Continuous improvement mindset and willingness to recommend new best practices.

Success Profile

The ideal candidate is a detail-oriented commercial support professional who enjoys working at the intersection of sales, operations, proposal development, and client engagement. They are highly organized, proactive, comfortable working with data and systems, and capable of supporting multiple stakeholders while maintaining a high standard of quality and customer service.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com

IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.