Proposal Budget Manager

MAJOR DUTIES AND RESPONSIBILITIES

• Collaborate with sales and operational teams to prepare detailed customer-focused budgets where responsibilities include driving the proposal process, drafting initial budgets in collaboration with functional subject matter experts (SMEs), securing vendor/partner bids, incorporating the budget in to the proposal text document, and driving rebids for management review and approval.
• Maintain tracking for all proposals in development 
• Develop RFP checklist for each proposal to ensure all requested services are identified and vendor bids secured 
• Work with BD to determine budget and proposal type and establish timelines for review and input by SMEs. 
• In collaboration with SMEs, review RFP to identify necessary information and potential inconsistencies in RFP requiring client clarification, and collate questions for Sponsor consideration 
• Prepare initial budgets with input from functional leads and update with management input 
• Finalize proposals for management approval 
• Drive revision of budgets for rebids 
• Participate in Sales-to-Operations hand-off of awarded business 
• Develop relationships and processes with internal and external stakeholders and vendors to streamline the proposal process 
• Assist in the creation and maintenance of processes and controls for proposal budget development, reviews, and approvals  
• Assist in the identification and implementation of modifications to internal pricing tool based on industry standards, internal SOPs, and reviews with functional leads and Executive management 
• Based on capacity, may assist Proposal Writer or delegate in the preparation of initial proposal text with input from clinical operations 
• Participate in budget calls with sponsor as needed 

EXPERIENCE

• Minimum 2 years (3 or more years preferred) of experience of budget development experience in the CRO industry 
• Must have advanced Microsoft Excel skills (formulas, pivot tables, conditional formatting, graphing, etc) 
• Experience in clinical development beneficial, but knowledge of the development process required 
• Demonstrated ability to work in a team environment and manage stakeholders needs and expectations