Position Description

The Pre-Sales Analyst is responsible for high-quality response and timely delivery of assigned Requests for Proposal and Requests for Information (RFPs/RFIs), including completion of questionnaires and development of supporting proposal materials (e.g. attachments, exhibits, etc.) according to the RFP/RFI instructions.

The successful candidate will utilize research skills to find and synthesize relevant information into proposal responses. In addition to effective writing and excellent interpersonal communication skills, the Pre-Sales Analyst must be highly detail oriented, organized, and exhibit project management skills that include an ability to prioritize, problem-solve, respond to multiple deadlines, and balance concurrent tasks successfully in a fast-paced environment.


Including, but not limited to:

  • Timely delivery of high-quality RFP responses, inclusive of questionnaires, marketing materials, cost estimates, executive summaries, cover letters, supporting proposal documentation, and any other deliverables per RFP instructions.
  • Meet proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval.
  • Conduct initial review and assessment of all RFP/RFI components and attachments; establish RFP timeline; determine Subject Matter Expert (SME) resources needed; elevate non-standard items to SME and/or manager.
  • Contribute to the development and maintenance of the ClaimVantage RFP process, including best practices, tools, and continual process improvement.
  • Complete and respond effectively to RFP/RFIs using the RFP database and other internal resources.

    • Provide quality proposal responses which articulate the customer’s needs and fulfills the customer’s requirements.
    • Utilize all available resources to research and develop responses.
    • Create responses utilizing the RFP database and/or customer-specific text crafted for particular questions and/or requirements.

  • Maintain SME accuracy of the RFP database.

    • Continuously work with SMEs to ensure responses are compelling, accurate and up-to-date.
    • Upload new content to RFP database.

  • Ensures quality review process is followed prior to proposal delivery.
  • Conduct discussions on outstanding questions with SMEs and/or additional ClaimVantage team members.
  • Advanced industry knowledge and consultative capabilities through training and mentoring.
  • Engage and maintain close partnership with Sales, Delivery Manager, Customer Support and Product SMEs.

Qualifications, Skills, and Experience

  • Excellent writing, communication, and technical documentation skills.
  • Excellent critical thinking and problem-solving abilities.
  • Proven research skills.
  • Effective project management skills.
  • Strict attention to detail; ability to review and edit proposal content for accuracy, clarity and proper use of terminology.
  • Must work well independently and as part of a team in a fast-paced environment.
  • Ability to meet deadlines and function well under pressure.
  • Ability to organize and deliver on many projects simultaneously.
  • Understanding of the market in which we operate.
  • Strong time management skills; the ability to multitask and work against strict deadlines is critical.
  • Demonstrated understanding of proposal development process and management techniques.
  • Proficiency in Microsoft Office Suite and Adobe Acrobat.
  • Knowledge of Confluence and JIRA is a plus.
  • Prior experience with RFP/RFI and proposal writing preferred.
  • Hands-on experience with Salesforce desirable.


  • Bachelor’s degree in Business Administration, Computer Science, or any related field from an accredited institution.

Cultural Requirements

  • Self-motivated, able to work independently.
  • Ability to interact effectively with ClaimVantage team members across all locations.
  • Ability to self-learn quickly and think creatively.
  • A team player with the ability to adopt a leadership role as needed.
  • The Pre-Sales Analyst may perform other related duties required to meet the ongoing needs of our organization.  Flexibility and desire to work in a growing, changing environment is a must.


  • Portland, ME.

If you think you may be suitable for this position, please forward your resume to info@claimvantage.com.

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