HealthEquity, Inc.

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Lead Proposal Manager

Lead Proposal Manager

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We are BUILDING HEALTH SAVINGS. Come be part of remarkable.


How you can make a difference

We are looking for an experience proposal writer who can take our RFP responses to the next level and further develop our talented team. The ideal candidate will be bright, driven, and experienced with proposal writing as part of a fast-paced environment focused on meeting tight deadlines. This position will assess our current processes and implement new infrastructure to streamline our practices. The ideal candidate will display a proven ability to produce thorough, consistent, insightful written content for winning proposals that effectively tell our unique ‘purple’ story.


What you’ll be doing

  • Lead and implement our proposal process improvement activities
  • Manage our team of proposal writers
  • Coordinate, research and write proposal responses and boilerplate conten
  • Develop boilerplate responses in repository database (Qvidian) and internally
  • Work with internal SMEs, sales directors, and team partners for needed proposal information, statistics, and pricing
  • Gather, edit and finalize content for all proposals
  • Manage and prioritize multiple projects concurrently
  • Quality-check proposals; attention to detail and editing experience a must
  • Help track the status of all RFPs/RFIs post-submission
  • Collaborate with peers on evaluation system to determine win/loss ratios and improvement opportunities
  • Collaborate with Marketing Team Members to ensure adherence to brand guidelines, style templates, brand messaging, etc.
  • Be a proactive member of the Marketing Department


What you will need to be successful

  • 5-8 year’s proposal writing or project management experience
  • Bachelor’s Degree required in communications, marketing, or related field
  • Must have a fluent knowledge of Microsoft Office products, particularly Word and Excel
  • Familiarity with repository products (e.g. Qvidian/Salesforce), as well as experience responding to online RFP’s (e.g. proposal Tech, Ariba, etc.) is strongly preferred
  • The ideal candidate is organized, detail oriented and has project management experience
  • Must exhibit ability to adhere to strict RFP requirements and deadline
  • Ability to manage multiple projects and deadlines in a timely and professional manne
  • Team-player who is an organized thinker, proficient writer, and can function independently with projects


Why work for HealthEquity

HealthEquity has a vision to save healthcare. We are passionate about providing a solution that allows American families to build health savings for life. Through our innovative technology and superior service delivery, our members gain valuable insights to better save and spend their healthcare dollars.


We firmly believe that our team members drive the success of this company. We hire passionate contributors who enjoy the thrill of pioneering their positions to their full potential. Join us and discover a work experience where the person is valued more than the position, and where are our purple culture drives a remarkable experience.


Our advice to you

HealthEquity is fiercely focused on hiring passionate individuals to contribute to our purple culture. If you speak passion, excellence, service, ambition, fun… we want to speak with you! We believe that your personality is as important as your experience and qualifications so when we do have the opportunity to speak together, be authentic, be genuine, be you! Showcase your experience and your passion.


HealthEquity, Inc. is a proud promoter of equal opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees. HealthEquity, Inc. support Equal Employment Opportunities without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status when hiring – under federal, state and local laws.