Proposal Pricing Coordinator

Imagine360 is seeking a Proposal/Pricing Coordinator to join the team! The ideal candidate will have proven track record in planning, producing, and delivering pricing documents within a complex business environment. This role requires expertise in coordinating internal sales stakeholders, identifying and escalating complex scenarios, and managing pricing documents throughout the proposal lifecycle.

Position Location: 100% remote

Responsibilities include but are not limited to:

• Participate in the end-to-end pricing development process for new business quoting, ensuring adherence to all of the customer requirements, including deadlines, format, and content.


• Analyze RFPs and RFIs for pricing requirements in detail and communicate potential roadblocks, custom or complex pricing, needed leadership review, etc. to relevant stakeholders.


• Assist with the production and delivery of all new business pricing documents, ensuring accuracy and completeness.


• Establishes, distributes, and manages pricing milestones driving towards established deadlines.


• Ability to communicate with and escalate pricing changes and revenue calculations.


• Ability to communicate cross functionally with multiple internal stakeholders.


• Maintain documentation relevant to pricing in accordance with company procedures.


• Participate in pricing calls and other miscellaneous meetings when needed.


• Use Salesforce for the generation of standard proposal, inclusive of content and pricing as applicable.


• Generation of proposal tracking and reporting.


• Maintain a deep understanding of the Sales data structure in Salesforce and how it integrates with other areas/functions.


• Update quotes to capture approved revenue and pricing adjustments.


• Identify opportunities with our Sales technology team to that could be implemented to increase efficiency and effectiveness.


• Understanding and application of the end-to-end pricing process

Required Experience/Education:

• Bachelor's degree from an accredited university plus 3+ years of related professional experience OR 5+ years of professional experience in lieu of a degree.

Required Experience:

• Proven experience managing complex pricing scenarios.


• Salesforce experience.


• Preferred experience in the health insurance industry.


• Preferred Project Management experience.

Knowledge, Skills, and Abilities:

• Strong communication and professionalism skills.


• Project Management skills.


• Ability to quickly learn industry and product knowledge.


• Strategic thinking.


• Customer service skills and the ability to work with individuals at all levels.


• Advanced knowledge of Salesforce and product, price book, and quoting functionality.


• Advanced skills in CRM management and document proofreading/validation.


• High attention to detail and commitment to high-quality work.


• Ability to review, understand, and summarize RFP, RFI, and RFQ pricing requirements.


• Strong organizational and time management skills, with the ability to handle multiple quote requests simultaneously.

What can Imagine360 offer you?

• Multiple Health plan options


• Company paid employee premiums for disability and life insurance


• Parental Leave Policy


• 20 days PTO to start / 10 Paid Holidays


• Tuition reimbursement


• 401k Company contribution


• Company paid Short & Long term Disability plus Life Insurance


• Professional development initiatives / continuous learning opportunities


• Opportunities to participate in and support the company's diversity and inclusion initiatives

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Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions.

Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

**RECRUITMENT AGENCIES PLEASE NOTE: Imagine360 will only accept applications from agencies/business partners that have been invited to work on a specific role. Candidate Resumes/CV's submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable. Thank you for your cooperation**