Specialist, Proposals & Client Services - U.S. - Remote

Who we are

We’re a global, midsize CRO that pushes boundaries, innovates and invents because the path to a cure for the world’s most persistent diseases is not paved by those who play it safe. It is built by those who take pioneering, creative approaches and implement them with quality and excellence.

We are Worldwide Clinical Trials, and we are a global team of over 3,500+ experts, bright thinkers, dreamers and doers and, together, we are changing the way the world experiences CROs – in the best possible way.

Our mission is to work with passion and purpose every day to improve lives and we are looking for others who value this same pursuit.

Why Worldwide

We believe everyone plays an important role in making a world of difference for patients and their caregivers. From our hands-on, accessible leaders, to our cohesive and supportive teams, we are committed to enabling professionals from all backgrounds and experiences to succeed. We prioritize cultivating a diverse and inclusive environment that continues to promote collaboration and creativity. We are proud to be a workplace where people thrive by being themselves and are inspired to do their best work every day. Join us!

What the Specialist, Proposals & Client Services does at Worldwide Clinical Trials

The Specialist, Proposals and Client Services is well-versed in coordinating, preparing, and managing all requested proposals, Request for Information (RFI)s, and associated client services. This includes pricing and budget analysis, prioritizing client requests, and interacting with personnel at all levels of Worldwide to ensure efficient and comprehensive proposal preparation. The Proposals and Client Services Specialist has an in-depth understanding of the specifics of clinical trials and bioanalytical studies, including scientific and medical terminology. In addition, this position mentors less experienced proposal associates.
What you will do

• Responsible for all aspects of assigned Request for Proposal (RFP)s and RFIs

• Manages the overall proposal process from receipt of RFP/RFI to final delivery

• Work with Account Directors and Operational teams (i.e., clinical, bioanalytical, and support services) to refine proposal scope and integrate solutions into complete proposals

• Prepare multiple, complex budget tools and associated client grids

• Following legal guidelines, complete work order contracts, including Task Matrix, vendor information, and client-specific details based on Master Services Agreement(s)

• Support Operations and Finance in the management and reconciliation of both Out of Scope and Final invoicing

• Review protocols and other scientific documents to apply appropriate study information to budget tools

• Meet proposal deadlines by establishing priorities and target dates for information gathering, writing, reviews, and approvals

• Function as a facilitator for the collection of information from various sources

• Work with subject matter experts to gather information and customize content

• Maintain and update CRM database and internal tracking programs

• Select an appropriate pricing structure based on study type and individual client

• Modify proposal text and assumptions from templates to customize each client opportunity, including revisions and change orders

• Respond to routine and non-routine inquiries in a timely and professional manner

• Full understanding of complex Early Phase study designs

• Evaluate protocols based on Therapeutic Area, indication, and study design to properly include clinical labs, procedures, equipment, and necessary vendor quotes

• Coach and mentor proposal associate(s) relative to function and duties

• Analyze and resolve issues independently or with little instruction

• Suggests creative solutions to facilitate new formats and procedures for unique client pricing requests

• Presents pricing to senior management and communicates all pricing details/background as requested to facilitate approved discounts, rebates, etc.

• Detailed knowledge of all core services to map granular detail from Worldwide pricing tools to client grids

• Use specialized knowledge of the tasks for all services to extrapolate changes to other services and adjust both proposal text and all pricing to accommodate

• Define costing to the client based on experience, review of account notes, and research

• Establish specifications for bidding purposes and review vendor budget submissions to ensure compliance and accuracy of vendor quotes, and communicate with vendors as needed

• Attend and contribute to RFP and RFI feasibility assessments and strategy calls

• Identifies potential barriers or risks for proposal completion and implements dynamic solutions and mitigation strategies

• Perform peer Quality Control (QC) according to departmental procedures and guidelines

Perform other duties as assigned. The duties and responsibilities listed above are representative of the nature and level of work assigned and are not necessarily all-inclusive.
What you will bring to the role

• Strong planning, strategizing, managing, monitoring, scheduling, and critiquing skills

• Excellent written and verbal communication skills to clearly and concisely present information

• Strong interpersonal skills in a fast-paced, deadline-oriented, and changing environment

• Excellent ability to handle multiple tasks and many details in a fast-paced and constantly changing environment

• Ability to exercise sound judgment and make decisions independently

• Excellent self-motivation skills
  Knowledge of the Contract Research Organization (CRO)/Pharmaceutical industry, knowledge of sales support activities, as well as a strong understanding of study design, project management, and operational requirements for successful study implementation

• Must be able to work under deadline pressure while maintaining accuracy, quality, and detail

• Superior analytical, negotiation, and organizational skills

Your experience

• Fully qualified in the development of Strategic, Full Service, and Preferred Provider RFPs

• High-level knowledge of Early Phase study designs, including NHV and patient/multi-site studies

• Ability to demonstrate excellent organizational, analytical, and mathematical skills

• Skilled in creating customized budgets and able to assemble multiple documents/responses

• Ability to advise and interact with all levels of management, including negotiation and conflict resolution skills

• Advanced experience in all MS-Office applications, including Microsoft Word and Excel

• Bachelor's Degree required (prefer degree in Life Sciences or Business) and two to four years of experience preparing proposals and budgets for the clinical trial industry, preferably in a CRO environment

Promotion to the next level is not automatic based on years of experience. Personnel are evaluated on proven competency, level of responsibility, and ability to work independently.

We love knowing that someone is going to have a better life because of the work we do. 

To view our other roles, check out our careers page at Discover a world of difference at Worldwide! For more information on Worldwide, visit www.Worldwide.com or connect with us on LinkedIn.

Worldwide is an equal opportunity employer that is committed to enabling professionals from all backgrounds and experiences to succeed and, to that end, we prioritize attracting diverse talent and cultivating an inclusive environment that encourages collaboration and creativity. We know that when our employees feel appreciated and included, they can be more creative, innovative, and successful. We’re on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We provide equal employment opportunities to all employees and applicants regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, military status, or other class protected by applicable law.