Senior Proposal Coordinator

About the Team/Role

The Senior Proposal Coordinator is responsible for responding to Requests for Proposals (RFPs) alongside the mid-market and large-market sellers. The role posted will have an emphasis and focus on Benefits Administration. The Senior Proposal Coordinator will be responsible for assisting mid-market and large-market sellers in various areas (in-office support while the seller travels for finalist presentations, follow-up questions, including consultant calls and presentations (as necessary)), potential travel for enrollment meeting support, managing opportunities in our CRM system and all other duties as assigned. For enterprise opportunities, the Senior Proposal Coordinator will support additional team members with any needed areas of attention during the proposal process; including, but not limited to: questionnaire completion, opportunity overview support, and other areas as required allowing the enterprise proposal team the ability to work closely with sellers on pricing, strategy, and incentives for proposal submission.

How you'll make an impact

• Must adhere to security policies

• Execute on our largest and most strategic opportunities alongside the aligned sellers

• Strategically plan schedule around RFP deadlines

• Ongoing updates to Responsive

• Assisting sellers by answering questions and providing education

• Handling all inquiries professionally, courteously, and with accuracy

• Promoting a favorable image of WEX through positive interactions with all internal WEX staff members and external customers, maintaining their confidence in us

• Researching/investigating all inquiries utilizing reference materials

• Understanding and applying confidentiality guidelines

• Following customer service standards

• Working to stay current with industry trends & updates

• Occasional educational presentations for new clients; including training opportunities for others

• Participating in monthly Sales Team meetings; presenting team updates and learning opportunities where applicable

• Traveling up to a maximum of 5-7 times per year

• Must possess a high level of emotional intelligence whether on the road or in the office

• All other duties as assigned

General Duties:

• Maintain policy according to HIPAA

• Must be able to maintain confidentiality when using sensitive materials

• Must have the ability to organize and prioritize work and schedule

• Responding in a timely manner to RFPs (two business days or as stated) and ensuring the proposals are accurate and complete

• Requires the general knowledge to execute projects within Responsive and with the ability to quickly pivot and learn other LOBs to support the greater proposal team business units.

• Phone calls and emails are to be handled with immediate attention – with a goal of response in under 4 hours

• Working efficiently in a team environment

• A full understanding of the relationship between the consultants, employers, and Sales and Marketing

• The ability to manage the logistics of travel throughout the country. Planning and setting up own travel schedule, reservations and logistics required for meetings.

Experience you'll bring

• 4-year degree preferred or related work experience

• Minimal support needed on strategic opportunities over 1,000+ lives

• History of greater proposal team support success

• Ability to manage own schedule to meet the needs of the Proposal team

• Ability to handle various large projects at once

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.

Pay Range: $70,000.00 - $93,000.00