RxBenefits, Inc.

Senior Proposal Writer Location: Birmingham, AL remote Requisition ID: 2048 Job Description: The PBM Senior Proposal Writer is responsible for assisting in the accurate, timely, and competitive responses to Request for Proposals (RFPs), Requests for Information (RFIs), and similar presentations for PBM, specialty pharmacy and pharmacy management. This position may work from our Birmingham, AL headquarters or remotely from home. Essential Job Responsibilities Include: Collaborate with marketing and other SMEs to tell the Integrated RxBenefits story in a compelling and strategic way through proposals, presentations, and other marketing materials. Understand and communicate technical subjects in a clear, concise, and engaging manner. Serve as the primary point person for the development of proposals, presentations and other client-facing materials. Research and understand relevant market, industry, and competitive information for use in proposals and other company communication materials. Schedule, coordinate and track proposal edits, input and delivery before the specified deadline. Help to identify inefficiencies in the pitch process and develop plans to address. Lead the effort to enhance and maintain standard proposal assets, trackers, collateral, templates and libraries. Develop and draft substantive content in response to requests for proposals (RFPs) and pitch opportunities. Work with Principal Advisors, Sales Directors and other client-facing roles to develop a tailored strategy for each RPF response and coordinate participation and responses. Participate in the development and execution of content marketing initiatives which drive traffic, engagement, and leads to deliver sales and customer retention. Actively work with the Marketing Director and SMEs to develop custom content required for proposals and presentations as well as white papers, case studies, etc. Maintain the highest standard of quality for all company materials including proposals, presentations, white papers and marketing materials. Adhering to RxBenefits’ Information Security Management System as well as all other company policies. Required Skills / Experience: Bachelor’s degree in marketing, communications, or related field. 3-5+ years PBM experience required. Advanced knowledge of Microsoft Office, particularly skilled with Word and PowerPoint. Hands-on experience with RFP management platforms such as Responsive, Conveyor, or Loopio. Superior writing skills with a strong attention to detail. Draft, proofread, and edit written materials quickly. Excellent organizational skills to manage multiple projects and meet tight deadlines. Process oriented with the ability to maintain project timelines and stakeholder engagement. Preferred Skills/Experience: 3-5+ years proposal writing experience preferred. Within a professional services organization and marketing team environment, and familiarity with best practices for proposal production. Based on relevant market data and other factors, the anticipated hiring range for this role is $67,200 to $84,000 annually. Final compensation rates will be determined based on various factors, including but not limited to experience, skills, knowledge, and internal equity considerations. This role is also short-term incentive eligible. Incentive amounts will vary by individual and business goals. We are committed to fair and equitable compensation practices. The final salary offered to the selected candidate may vary from the posted range due to individual qualifications. Our goal is to ensure that all teammates are compensated fairly and competitively based on their contributions to our organization. RxBenefits is also committed to providing best in class benefits to our teammates. We offer a robust total rewards package that includes: Remote first work environment Choice of a HDHP or PPO Medical plan, we pay 100% of the premium for the HDHP for you and your eligible family members Dental, Vision, Short- and Long-Term Disability, and Group Life Insurance that we also pay 100% of premiums (for your family too on Dental and Vision) Additional buy-up options for Short- and Long-Term Disability and Life Insurance 401(k) with an employer match up to 3.5% available after 60 days Community Service Day to give back and support what you love in your community 10 company holidays including MLK Day, Juneteenth, and the day after Thanksgiving plus a floating holiday to use as you like Reimbursements for high-speed internet, we’ll send you a computer and monitors to help you do your best work Tuition Reimbursement for accredited degree programs Paid New Parent Leave that can be used for adoption or birth Pet insurance to protect your furbabies A robust mental health benefit and EAP service through Spring Health to support you when you need it most

• Collaborate with marketing and other SMEs to tell the Integrated RxBenefits story in a compelling and strategic way through proposals, presentations, and other marketing materials. • Understand and communicate technical subjects in a clear, concise, and engaging manner. • Serve as the primary point person for the development of proposals, presentations and other client-facing materials. • Research and understand relevant market, industry, and competitive information for use in proposals and other company communication materials. • Schedule, coordinate and track proposal edits, input and delivery before the specified deadline. • Help to identify inefficiencies in the pitch process and develop plans to address. • Lead the effort to enhance and maintain standard proposal assets, trackers, collateral, templates and libraries. • Develop and draft substantive content in response to requests for proposals (RFPs) and pitch opportunities. • Work with Principal Advisors, Sales Directors and other client-facing roles to develop a tailored strategy for each RPF response and coordinate participation and responses. • Participate in the development and execution of content marketing initiatives which drive traffic, engagement, and leads to deliver sales and customer retention. • Actively work with the Marketing Director and SMEs to develop custom content required for proposals and presentations as well as white papers, case studies, etc. • Maintain the highest standard of quality for all company materials including proposals, presentations, white papers and marketing materials. • Adhering to RxBenefits’ Information Security Management System as well as all other company policies.

• Lead end-to-end product lifecycle: ideation, requirements, design, development, launch, and ongoing optimization of vended products • Use data-driven insights (customer feedback, usage metrics, competitive analysis) to inform product development efforts • Manage internal and external stakeholder communication and ensure alignment across executive, business, vendor and technical teams • Evaluate vendor options

Role Description RxBenefits is hiring! As part of the Revenue Operations organization, the Manager, Strategic Pharmacy Analyst (SPA), will manage a team of diverse and highly skilled analysts who are consultative business partners to our Business Development teams. This role will be primarily responsible for leading, managing, and coaching a team of 3-6 Strategic Pharmacy Analysts. - Review the accuracy and custom caveats in SPA analytical reporting. - Coach SPAs on pipeline management. - Manage team workload and oversee the SPAs operational process for new prospective clients. - Develop solutions to process roadblocks for the department. - Lead initiatives for the widespread achievement of the team to provide exceptional support to the Business Development organization in achieving their sales goals. The Manager may work remotely or in our Birmingham, AL headquarters. Essential Job Responsibilities Include: - Partner with Revenue Operations and Business Development leadership to set clear goals for the team in alignment with territory assignments and pipeline management to support closing new lives. - Partner with various RxBenefits departments to maintain operational alignment for the SPA team. - Display a deep understanding of RxBenefits and act as a liaison between vendors, PBM partners, and internal departments. - Maintain and improve upon a strong small team culture including accountability by reinforcing roles and responsibilities. - Meet with direct reports weekly to review progress, provide mentorship, and coach toward self-sufficiency. - Work closely with department leadership to drive a training plan focused on developing critical competencies. - Establish the future evolution of the SPA function in a complex marketplace. - Address problems proactively, provide creative solutions, and present clear recommendations. - Oversee new opportunities for the SPAs on your team including Salesforce completeness and analytics accuracy. Directly Manage a Team of SPAs to ensure your direct reports achieve the following objectives: - Operate as the central project managers for new opportunity prospects. - Manage the life cycle of Financial Analyses, RFPs, Comp Analyses, and additional presentation documents. - Lead small teams with RxBenefits BDEs and Financial Analysts to manage each new opportunity project. - Master processes to validate differing types of datasets from medical vendors and PBMs. - Ensure timely delivery of accurate, group-specific Financial Analyses and additional reporting/documentation. - Become a Subject Matter Expert (SME) on the repricing process and its applicability to modeling. - Become a SME on the formulary disruption process and its applicability to modeling. - Become a SME on RxBenefits pricing schemes and their applicability based on various factors. - Become a SME on medical vendor/PBM contracts and their applicability to modeling. - Apply knowledge to deliver custom RxBenefits Financial Analysis for every new opportunity prospect. - Maintain flexibility with changing RxBenefits PBM drug lists and their effects on formulary tier changes. - Maintain resources needed to apply pricing, commission structures, and branded reporting for broker partners. - Produce ad hoc reporting using advanced Microsoft Excel skills to answer a range of questions. - Become a SME on new RxBenefits Product offerings to communicate impacts on new prospect opportunities. - Present Financial Analyses and associated documents confidently. - Help prepare BDEs for finalist meetings and work with marketing on presentations. Key Success Measures: - Quantifiable and qualifiable growth of direct reports across all competencies. - Successful execution of department projects, training sessions, and new initiative implementation. - Business Development Team’s performance against sales metrics. - Ensure the accuracy of delivered Financial Analyses. - SFDC accuracy on all objects and fields owned by the SPA team. - Efficient oversight of client onboarding processes executed by the SPA team. Qualifications - Four-year college degree from an accredited institution. - Advanced MS Excel user (vlookups, pivot tables, file merging, etc.) required. - SFDC or Other CRM experience required. - 5 years’ minimum in a sales organization with customer-facing responsibilities. - Pharmacy industry analytics experience required. - Exceptional communication and relationship-building skills required. - Strong analytical and organizational skills required. - Highly collaborative team player/leader. Preferred Skills/Experience - Leadership/Team Management experience preferred. Benefits - Remote first work environment. - Choice of a HDHP or PPO Medical plan, with 100% premium coverage for the HDHP for you and your eligible family members. - Dental, Vision, Short- and Long-Term Disability, and Group Life Insurance with 100% premium coverage. - Additional buy-up options for Short- and Long-Term Disability and Life Insurance. - 401(k) with an employer match up to 3.5% available after 60 days. - Community Service Day to support your community. - 10 company holidays including MLK Day, Juneteenth, and the day after Thanksgiving plus a floating holiday. - Reimbursements for high-speed internet and provision of a computer and monitors. - Tuition Reimbursement for accredited degree programs. - Paid New Parent Leave for adoption or birth. - Pet insurance to protect your pets. - A robust mental health benefit and EAP service through Spring Health.

• Own and optimize Salesforce and Pardot infrastructure, campaign structure, lead lifecycle management, and data integrity • Build and improve marketing automation programs including: Nurture campaigns, Lead scoring, Routing workflows, MQL automation, Lifecycle progression • Identify opportunities to improve scalability, efficiency, and operational consistency across digital marketing efforts • Develop and maintain standardized reporting across: Website, Campaigns, Email, Paid media, Social influence, Pipeline contribution • Build reporting that delivers actionable insights and recommendations, not just metrics • Help answer key business questions including: What content is driving engagement and conversion? How is social media influencing the sales cycle? What user behaviors occur after visitors land on the website? • Own GA4 infrastructure including: Event tracking, Conversion tracking, Funnel visibility, User journey analysis • Ensure accurate attribution and tracking across digital channels and systems • Connect website, social, campaigns, CRM, and marketing automation platforms into a cohesive measurement ecosystem • Partner closely with Demand generation, Social media, Content, Digital marketing, Sales operations • Manage and mentor digital marketing team members focused on campaign execution and website optimization • Collaborate with external agencies and technology partners as needed

• Maintain and update AM book of business records with precision and transparency. • Partner with leadership to forecast staffing needs and identify coverage gaps. • Support variable compensation documentation and validation for accuracy and fairness. • Monitor and report on service consistency metrics across AM teams. • Collaborate with Finance, HR, and Operations to align workforce data with organizational goals. • Provide recommendations for optimizing team structure and resource allocation. • Build analyses to transform data into actionable business insights, informing account management strategies and client retention efforts. • Gather and synthesize internal and external data sets related to process improvements, program changes, and industry trends. • Investigate issues across multiple sources of information and propose solutions to account teams. • Analyze AM performance metrics to recommend improvements in client relationships, internal processes, and cross-functional efficiencies. • Support end-to-end process mapping, training, documentation, and readiness activities for projects and client transitions. • Provide reporting, analysis, quality checks, and review of job aids, RFPs, and data sets as needed. • Assist with seasonal contractor identification, training, and dashboard/process development to ensure quality output. • Work collaboratively within delivery teams and engage stakeholders at all levels. • Serve as a subject matter expert (SME) on analysis-related projects for AM, including creating job aids and executing training. • Proactively communicate roadblocks and identify enhancements to documentation, processes, and data.

• Manage a team of designers, including assigning work, assessing performance, hosting design reviews, and coaching them in both UX strategy and UX/UI design. • Work with other leaders within the product organization to provide UX strategy and vision within the various products we are building and supporting. • Manage the intake to the remainder of the UX/UI team, and prioritize based on business value. • Collaborate with engineering, product and business teams to inform intuitive and engaging experiences. • Create frameworks, conceptual diagrams, user flows, wireframes, detailed visual mockups and prototypes to communicate innovative product ideas, working within cross-functional teams. • Create prototypes that showcase multiple design concepts quickly, with an understanding of what customer and business problems they solve. • Drive design solutions based on user needs, business goals and technical constraints for each product. • Leverage service blueprints to capture and bring together ‘front-stage’ and ‘back-stage’ experience. • Execute all design stages from concept to development. • Evaluate user feedback and iterate design and concept based on insights gained from feedback. • Influence the roadmap for research initiatives, product development and feature development. • Contribute to the development of design guidelines to create consistent experiences across the user journey. • Scope requests, develop and communicate a level of effort, and plan work to be done in a dynamic team environment.

• Operating Model Strategy and Execution • Growth Enablement and Commercial Readiness • Solution Partner Strategy and Governance • Policies, Controls, and Enablement

• Lead a high-performing team of proposal writers, content managers, and coordinators. • Oversee customized, compliant, and compelling responses to RFPs, RFIs, and procurement opportunities. • Align proposal strategy with sales goals, market positioning, and client-specific needs. • Manage proposal schedules, kickoff meetings, response workflows, and content libraries. • Collaborate with Finance, Clinical, and Sales teams on risk evaluation, pricing integrity, and client profitability. • Provide final review and sign-off on underwriting recommendations in RFP responses. • Integrate pricing insights into compelling proposal narratives. • Work closely with Sales, Finance, Legal, Clinical, and Operations to ensure aligned proposals and pricing deliverables. • Advise Sales leadership strategically on deal structure, contract terms, and risk tolerance. • Partner with subject matter experts to refine reusable content. • Ensure proposals meet formatting, accuracy, and compliance standards. • Maintain documentation for underwriting and pricing assumptions. • Track and analyze win/loss metrics, pricing competitiveness, and underwriting accuracy for continuous improvement. • May perform other duties as needed.

• Provide high-level administrative and operational support to senior leaders within the commercial organization. • Responsible for optimizing executive effectiveness through calendar management, travel coordination, meeting preparation, expense management, project coordination, and support of sales initiatives. • Serve as a strategic administrative partner for Sales Leadership, enabling executives to operate efficiently and effectively. • Manage business activities for assigned executives, including complex calendar management, prioritization of meetings, and coordination across multiple time zones. • Arrange detailed travel itineraries, meeting logistics, and communications for meetings, conferences, and client events. • Partner with internal teams to coordinate meetings and events. • Provide onsite support for commercial events, conferences, and leadership meetings as needed. • Prepare executive materials including presentations, Salesforce reports, and event reports. • Track deliverables and action items from leadership meetings. • Manage professional communications on behalf of executives. • Process and complete expense reports. • Coordinate and support special projects for the commercial leadership team. • Facilitate communication between internal departments and external partners, maintaining professionalism and strong relationships. • Handle confidential business information with discretion and professionalism. • Provide backup support to other administrative team members as needed. • Perform additional duties as required.