Job Description

Date Active

Apr 16, 2022 12:00:00 AM

Requisition #


Hours Per Week



1515 N Rivercenter Dr-WI501





Job Description / Requirements

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.

Are you ready to join us?

As part of the Growth Team, the Proposal team is responsible for partnering with Sales, Relationship Management, and subject matter experts across the organization to ensure accurate and timely responses to HSA Bank's RFPs and RFIs. The primary responsibility of the Senior Proposal Specialist is to strategically respond to assigned RFPs and RFIs, including evaluating requirements; conducting kick-off/strategy calls with business partners; preparing and managing project timelines; gathering information from internal subject matter experts; writing and editing responses; obtaining approvals and meeting deadlines for completion; and packaging documents for proposal delivery.

The team reports up through the Chief Revenue Officer and has a reputation for high quality work and team collaboration.

Key Responsibilities:

1. Thoroughly reads and evaluates assigned RFP/RFI submission requirements and due dates.
2. Conducts kick-off/strategy calls with business partners for assigned high-profile RFPs/RFIs.
3. Prepares, communicates, and manages project timelines for assigned RFPs/RFIs.
4. Builds responses for a wide range of questionnaires utilizing a database of over 2,400 questions and responses.
5. Utilizes approved templates while following brand style guidelines.
6. Obtains and retains approvals and final proposals.
7. Packages and delivers proposals for e-delivery or hard copy, as requested.
8. Tracks and communicates proposal progress in Salesforce and during weekly status meetings.
9. Proofread/review team member's RFPs/Proposals prior to delivery.
10. Assisting in the management of the intake process -- evaluating bandwidth, capacity and deadlines for the team and available resources.
11. Ad hoc requests and assignments, such as reporting, quality control projects, template redesign, etc.
12. Involved in strategy discussions to find opportunities for efficiencies or ways to elevate output.
13. Responsible for helping to onboard new Growth Team members and getting them trained on team process, efficiencies, etc.

Education, Experience & Skills preferred:

  • BS degree in business-related field preferred.
  • Proposal/RFP/RFI experience preferred.
  • Literate in all Microsoft products.
  • Superior organizational, problem-solving, and a strong attention-to-detail.
  • Excellent proofreading and writing skills.
  • Accurate and organized in presentation of materials and dissemination of information in communicating information to external and internal customers.
  • Excellent interpersonal skills and ability to work effectively as a member of a fast-paced team.
  • Confident with working with individuals from all levels of the organization, including at the Executive and C-Suite levels.
  • Self-directed motivation, innovation and accuracy within tasks assigned.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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