Worldwide Clinical Trials

Specialist, Proposals & Client Services

Worldwide Clinical Trials

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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About the role

  • Responsible for all aspects of assigned Request for Proposal (RFP)s and RFIs
  • Manages the overall proposal process from receipt of RFP/RFI to final delivery
  • Work with Account Directors and Operational teams (i.e., clinical, bioanalytical, and support services) to refine proposal scope and integrate solutions into complete proposals
  • Prepare multiple, complex budget tools and associated client grids
  • Following legal guidelines, complete work order contracts, including Task Matrix, vendor information, and client-specific details based on Master Services Agreement(s)
  • Support Operations and Finance in the management and reconciliation of both Out of Scope and Final invoicing
  • Review protocols and other scientific documents to apply appropriate study information to budget tools
  • Meet proposal deadlines by establishing priorities and target dates for information gathering, writing, reviews, and approvals
  • Function as a facilitator for the collection of information from various sources
  • Work with subject matter experts to gather information and customize content
  • Maintain and update CRM database and internal tracking programs
  • Select an appropriate pricing structure based on study type and individual client
  • Modify proposal text and assumptions from templates to customize each client opportunity, including revisions and change orders
  • Respond to routine and non-routine inquiries in a timely and professional manner
  • Full understanding of complex Early Phase study designs
  • Evaluate protocols based on Therapeutic Area, indication, and study design to properly include clinical labs, procedures, equipment, and necessary vendor quotes
  • Coach and mentor proposal associate(s) relative to function and duties
  • Analyze and resolve issues independently or with little instruction
  • Suggests creative solutions to facilitate new formats and procedures for unique client pricing requests
  • Presents pricing to senior management and communicates all pricing details/background as requested to facilitate approved discounts, rebates, etc.
  • Detailed knowledge of all core services to map granular detail from Worldwide pricing tools to client grids
  • Use specialized knowledge of the tasks for all services to extrapolate changes to other services and adjust both proposal text and all pricing to accommodate
  • Define costing to the client based on experience, review of account notes, and research
  • Establish specifications for bidding purposes and review vendor budget submissions to ensure compliance and accuracy of vendor quotes, and communicate with vendors as needed
  • Attend and contribute to RFP and RFI feasibility assessments and strategy calls
  • Identifies potential barriers or risks for proposal completion and implements dynamic solutions and mitigation strategies
  • Perform peer Quality Control (QC) according to departmental procedures and guidelines
  • Perform other duties as assigned.

Requirements

  • Bachelor's Degree required (prefer degree in Life Sciences or Business)
  • 2 to 4 years of experience preparing proposals and budgets for the clinical trial industry, preferably in a CRO environment
  • Fully qualified in the development of Strategic, Full Service, and Preferred Provider RFPs
  • High-level knowledge of Early Phase study designs, including NHV and patient/multi-site studies
  • Advanced experience in all MS-Office applications, including Microsoft Word and Excel
  • Ability to advise and interact with all levels of management, including negotiation and conflict resolution skills
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
proposal preparationbudget developmentRFP managementRFI managementquality controlcosting analysisvendor managementclinical trial budgetingstrategic RFP developmentEarly Phase study design
Soft Skills
negotiationconflict resolutioncommunicationproblem-solvingmentoringprioritizationfacilitationindependent analysiscreative solution developmentinterpersonal skills