Proposal Specialist

Job Description: The Proposal Specialist supports Evergreen's proposal development efforts by coordinating the operational execution of RFP responses, proposals, and related sales materials. This role maintains timelines, prioritizes deliverables, organizes content, and facilitates cross-functional collaboration to ensure proposals move efficiently from intake through client submission. This role also supports the development and maintenance of the proposal content library and case study library, ensuring reusable materials and client success stories are organized, accurate, and readily accessible. The Proposal Specialist exercises independent judgment in managing proposal workflows, identifying risks, and ensuring submission requirements and deadlines are met. The Proposal Specialist actively contributes to our culture of belonging, where everyone feels welcome and supported. In addition, this person embraces Evergreen’s goal of being the “Best Place to Work” through building relationships, working collaboratively, and embodying our company’s values (Care Personally, Extend Grace, Be Responsive, Take Ownership, Be Transparent, Innovate). WHAT YOU’LL OWN Proposal coordination and support — manage intake, tracking, and timelines to keep submissions on schedule.​ Proposal development support — assist in drafting and assembling client-ready deliverables. Proposal content and library management — maintain templates, responses, and reusable materials. ​ Case study maintenance — maintain client success stories, testimonials, and reference materials for sales and marketing use.​ WHAT YOU’LL DO Proposal Operations & Coordination Partner closely with Evergreen’s Proposal Manager to coordinate the intake and development of RFP responses, proposals, and related sales materials. Independently manage proposal timelines, prioritize competing deadlines, and resolve scheduling or process conflicts to ensure successful submission outcomes. Facilitate communication and follow-ups across cross-functional contributors and stakeholders. Coordinate proposal-related meetings, including scheduling, agenda preparation, and follow-up on action items and decisions. Manage proposal submission logistics, including electronic submission portals and compliance requirements. Leverage available technology to streamline proposal coordination, improve content quality, and accelerate turnaround. Support tracking and reporting of proposal pipeline activity and submission status. Exercise discretion and independent judgment in coordinating proposal activities, managing competing priorities, identifying submission risks, and recommending process improvements. Proposal Development Support Assist with drafting proposal content, including executive summaries, company overviews, and case studies. Create, gather, and organize information from internal teams, content libraries, prior submissions, and external sources to ensure accurate, complete, and well-supported proposal responses. Support the development and formatting of presentations, pitch decks, and other client-facing materials. Perform quality reviews to ensure proposal accuracy, compliance, and overall quality. Assemble and package final proposal deliverables for internal review and client submission. Proposal Content & Library Management Maintain proposal templates, formatting standards, and reusable response content. Organize and manage the proposal content library, including past proposals, boilerplate responses, and supporting materials. Ensure proposal templates are accurate, complete, consistent, and professionally formatted. Contribute to continuous improvement of proposal processes, tools, templates, and workflows to enhance efficiency and collaboration. Case Study Maintenance Maintain and update client case studies, customer stories, and reference materials. Partner with internal teams to capture and document client success stories and reusable content assets. WHAT YOU’LL BRING Proficiency in core enterprise systems (i.e. O365, HubSpot & Workday), the ability to learn and effectively utilize role-specific systems and tools. Aptitude for learning and applying AI-enabled tools and emerging technologies. Demonstrated ability to thrive in a fast-paced environment, adapting to change and supporting company growth and scaling efforts. Discretion and professionalism in handling sensitive and confidential information. Strong interpersonal skills, with the ability to build trusted relationships across Evergreen and with external partners. Ability to manage priorities, deliver high-quality work with attention to detail, and continuously improve processes. Commitment to contributing to a positive, collaborative, and inclusive work environment. Alignment with Evergreen’s values—Care Personally, Extend Grace, Be Responsive, Take Ownership, Be Transparent, and Innovate. SALARY $60,000+, depending on experience, in addition to bonus eligibility and a comprehensive benefits package. QUALIFICATIONS

Qualifications

Two or more years of related writing experience in proposal coordination, sales operations, project coordination, or a similar role, with an understanding of healthcare technology professional services and solutions preferred. Experience coordinating proposal timelines and collaborating with cross-functional stakeholders. Advanced document development, editing, and design skills, with the ability to create polished, visually engaging, and brand-consistent client-ready deliverables. Strong written communication skills, with the ability to translate complex information into clear, concise, client-ready content. Experience working with shared content libraries or document management systems. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. PHYSICAL DEMANDS Prolonged periods sitting at a desk and working on a computer. Must be able to lift no more than 15 pounds at a time. WORK HOURS Evergreen’s core working hours are 9AM – 5 PM Central Time, and most of our internal meetings take place during this window. Work may occur outside core business hours while on business travel or to address Commitment to Diversity, Equity, Inclusion, + Belonging Evergreen is an equal opportunity employer (EOE) committed to the full inclusion of all qualified individuals. We know our differences enrich our community and our work, and we recruit, develop, and retain talented people from a diverse candidate pool. We are proud supporters of a radically candid culture that values each person’s complex identity and unique contributions to Evergreen. We base all employment decisions, including the decision to hire, promote, discipline, or discharge, on merit, performance, and business needs, and do not discriminate based on race, color, religion, gender, gender identity, sexual orientation, age, marital status, mental or physical disability, or other characteristics protected by local, state, or federal law. If you are a qualified person with a disability(s) who needs reasonable accommodation to apply or interview for this position, please contact [email protected]. Apply To This Job