• Proposal Manager coordinates all phases of PSI’s proposal process while maintaining the company’s win rate of 30% and higher • Contribute to everything from RFP strategy to bid defense slide decks • Partner with global teams of subject matter experts to rapidly produce winning proposals • Developing high-quality strategic proposals that meet clients’ needs • Preparing viable RFP calendars and ensuring milestones are met in a timely manner • Organizing, attending, and leading strategy calls for RFPs • Reviewing clients’ specifications, obtaining quality feedback from stakeholders

• You’ll oversee the creation and refinement of qualification materials, including resumes, project descriptions, brochures, proposals, presentations, and other marketing assets, while maintaining adherence to brand guidelines, quality standards, and the company's pursuit processes. • You’ll facilitate proposal-related activities, including reviewing RFP/RFQ documentation, summarizing tasks, and planning production schedules to ensure organized and efficient execution. • You’ll develop and manage proposal review schedules in collaboration with technical team leadership and supervisors, ensuring all materials are completed, reviewed, and submitted on time. • You’ll participate in the go/no-go evaluation process by assessing available resources, outlining pursuit schedules, and collaborating with supervisors and team members to inform decisions. • You’ll assist in crafting competitive analyses and developing winning strategies to enhance the firm’s likelihood of project awards. • You’ll contribute to pre-proposal efforts, including targeted marketing campaigns, strategic advertising or social media initiatives, public relations efforts, and collateral development to support business activities. • You’ll consistently meet or exceed deadlines while supporting industry-leading hit rates. • You’ll Identify and recommend enhancements to departmental processes and efficiencies; collaborate with supervisors and colleagues to strategize and implement improvements. • You may perform additional duties and tasks as assigned to support the team and firm objectives.

• Drive the development and coordination of RFQs, RFPs, SOQs, and interview materials for Texas pursuits. • Manage pursuit schedules, gather content inputs, and organize resumes, project sheets, and graphics. • Ensure that every submission meets solicitation requirements, scoring criteria, and formatting instructions. • Maintain proposal calendars and keep multiple deadlines moving smoothly. • Draft, edit, and format clear, compelling proposal narratives, executive summaries, and technical sections. • Translate technical construction information into client-focused, persuasive messaging. • Maintain and update content libraries, including project descriptions, resumes, and boilerplate text. • Build visually polished proposal layouts using Adobe InDesign. • Create and refine PowerPoint presentations for interviews and client-facing meetings. • Apply brand standards consistently across all materials. • Coordinate supporting visuals such as graphics, maps, charts, and imagery. • Partner closely with Texas Business Development and Operations leaders to gather accurate inputs. • Collaborate with corporate marketing to ensure brand alignment and leverage shared resources. • Support post-submission activities, including interview prep, revisions, and best-and-finals. • Maintain version control and ensure accuracy across all documents. • Track pursuit outcomes and maintain proposal metrics. • Continuously improve templates, tools, and workflows to enhance efficiency and quality.

• Manage the full lifecycle of RFPs, RFIs, and proposal requests from employers, brokers, and benefits consultants • Qualify opportunities, establish timelines, and coordinate internal contributors to ensure on-time submission • Act as the single point of accountability for proposal accuracy, completeness, and clarity • Partner with Sales to align proposal strategy, positioning, and pricing with prospect needs • Support broker and consultant relationships by adhering to required formats, evaluation criteria, and procurement standards • Participate in finalist presentations, consultant Q&A, and follow-up documentation as needed • Translate River Health’s plan designs, pricing, onboarding, and operational model into consultant- and employer-ready language • Maintain and continuously improve a centralized RFP content library (standard responses, case studies, compliance language, and outcomes data) • Ensure all proposals meet regulatory and disclosure requirements, including ERISA, ACA/MEC considerations, and COBRA, where applicable • Partner with Compliance and Legal to validate language related to plan structure, employer obligations, and risk mitigation • Identify RFP requirements tied to reporting, payroll integration, enrollment, and plan administration KPIs & Success Metrics