• 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

• Own and manage the end-to-end proposal process for RFPs, RFIs, BAAs, OTAs, and IDIQ task orders. • Coordinate capture, technical, pricing, and executive inputs to develop compelling, compliant responses. • Write, edit, and review technical and management sections with a focus on clarity, compliance, and persuasion/win themes. • Collaborate with internal teams to craft content that aligns with customer requirements and priorities. • Develop and maintain proposal templates, checklists, calendars, compliance matrices, and style guides. • Conduct opportunity assessments, competitive analyses, and market research. • Manage proposal timelines, compliance, and resources while coordinating with partners and stakeholders. • Support continuous improvement in proposal tools, processes, and strategies. • Collaborate with marketing, finance, and customer success teams to ensure alignment and integration of revenue operations. • Implement and manage CRM and other sales/marketing tools to improve efficiency and effectiveness. • Develop and maintain dashboards and reports to provide visibility into key performance metrics and support data-driven decision-making. • Implement proposal best practices (e.g., Shipley) and lessons learned to improve proposal quality and win rate.

• Own complex, high-risk proposals end to end, with full accountability for strategy, quality, and delivery. • Analyze RFP/RFI requirements to understand client needs, evaluation criteria, and risk areas. • Lead proposal strategy and messaging in partnership with Sales and SMEs to clearly articulate Rightway’s value and differentiation. • Create, write, edit, and format proposal responses using cloud-based tools (Responsive). • Drive timelines, coordinate inputs, and ensure proposals are compliant, accurate, and professionally produced. • Partner with Pod Leaders to provide coaching and quality oversight for Proposal Leads, strengthening writing quality, structure, and overall proposal consistency across the pod. • Drive continuous improvement within your pod, identifying and implementing enhancements to proposal content, workflows, and quality standards to improve efficiency and outcomes.